Functional Consultant D365 – Remote
Nortal · San José Metropolitan Area
Job description
About the role
We are looking for a Microsoft Dynamics 365 Functional Consultant specialized in Customer Insights Journeys, Sales, and Customer Service. You will act as a trusted advisor to business stakeholders, helping to design and implement customer engagement, marketing automation, and lead management solutions across the Microsoft Customer Engagement ecosystem.
Key responsibilities
- Lead discovery workshops to analyse current‑state processes and design future‑state solutions.
- Design end‑to‑end customer journeys covering lead generation, onboarding, retention, cross‑sell/upsell and renewal across email, SMS, events and digital channels.
- Configure Customer Insights Journeys environments, including journeys, segments, triggers, forms, landing pages, subscription centres, lead scoring models and personalization rules.
- Develop segmentation frameworks, define engagement KPIs and analyse campaign performance for continuous improvement.
- Support integration with Dynamics 365 Sales, Customer Service, Power Platform and Power BI.
- Facilitate solution design reviews and provide hands‑on configuration support.
Required profile
- Proven experience as a functional consultant on Microsoft Dynamics 365 Customer Insights Journeys.
- Strong consulting skills with the ability to translate business needs into technical solutions.
- Experience designing and configuring marketing automation and customer engagement processes.
- Ability to work autonomously in a remote, multicultural team.
Required skills
- Microsoft Dynamics 365 (Customer Insights Journeys, Sales, Customer Service)
- Power Platform
- Power BI
- Marketing automation and lead management concepts
What we offer
- Competitive USD salary
- 100% remote work with access to coworking spaces across LATAM
- Paid time off, sick leave and national holidays
- Annual credit for personal perks
- Team‑building activities, virtual coffee breaks and tech talks
- Birthday off and wellness support from the People Care team
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Published 5 days ago
Expires 1 month from now
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Nortal
San José Metropolitan Area
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