CRM & Process Design Consultant - Netwoven

B2B Process Transformation with Dynamics AI

Overview

This role is responsible for engaging with client stakeholders and program subject matter experts (SMEs) to document current ("as-is") business processes and tool functionality. The consultant will work closely with functional leads to design future ("to-be") processes, leveraging Dynamics AI and user stories tailored for a B2B environment spanning Enterprise accounts to Small and Medium Businesses (SMBs). The role includes coaching functional leads on how to apply Co-Pilot and Co-Pilot Studio to deploy AI to improve sales process and productivity. Also Identifying where Co-Pilot and Co-Pilot Studio cannot solve the to-be vision for a process and a more custom Agent is needed.

Key Responsibilities

• Engage with client stakeholders and program SMEs to capture and analyze existing processes and tool capabilities.
• Facilitate workshops and interviews to document as-is sales, sales operations, and related business functions.
• Support functional leads in designing to-be processes, applying Dynamics AI to optimize business workflows and outcomes.
• Create detailed user stories reflecting business requirements across the full B2B spectrum, from Enterprise to SMB accounts.
• Coach and mentor functional leads on effective process design and the application of AI and automation within Dynamics and draft user stories
• For the AI use cases, help identify and document changes impacting upstream and downstream applications, ensuring alignment and integration.
• Determine and document opportunities for AI and Automation to enhance and support future business functions.

Required Skills & Qualifications

• Proven working knowledge of Dynamics CRM with experience in process mapping and business analysis.
• Familiarity with Salesforce CRM, able to compare and understand nuances between platforms.
• Experience implementing and optimizing Co-Pilot and Co-Pilot Studio within Dynamics CRM.
• Strong understanding of sales processes and customer engagement in a B2B context.
• Experience with automation tools such as Power Automate.
• Exposure to AI platforms including AI Foundry Azure and AI Agents, with an ability to identify and apply AI solutions to business problems.
• Ability to design workshops, facilitate collaboration, and communicate effectively with technical and non-technical stakeholders.
• Strong documentation skills, with the ability to clearly articulate process changes, technical requirements, and functional specifications.

Desirable Attributes

• Proactive, collaborative, and adaptable approach to problem solving.
• Ability to translate complex business needs into practical technology solutions.
• Skilled at coaching and knowledge transfer to empower functional leads and business users.
• Detail-oriented, with a focus on driving project quality and timely delivery.

Tools & Technologies

• Dynamics CRM (including Co-Pilot and Co-Pilot Studio)
• Salesforce CRM
• Power Automate
• AI Foundry Azure
• AI Agents

Summary

This position is ideal for a candidate with expertise in CRM platforms, process design, and AI-driven transformation. The successful applicant will enable client organizations to evolve their sales and sales operations functions, driving efficiency and innovation across the B2B landscape using cutting-edge technology solutions

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.