The CE Pre-Sales Solution Architect guides sales cycles by understanding client needs, designing solutions using Dynamics 365, and conducting technical demonstrations.
Through passion and deep industry expertise, MCA Connect helps manufacturers succeed by unlocking innovation with actionable business insights. Our strategic solutions, innovation, and industry intelligence help manufacturers gain visibility, improve profitability, and achieve a competitive edge.
Established in 2002, MCA Connect has grown into one of the largest US-based solution partners in Microsoft Business Applications and Azure Data & AI / Digital & App Innovation. Our Microsoft Specialties include Finance and Supply Chain, Analytics on Azure, Data Warehouse Migration, and Power Platform. We’re also a fifteen-time Microsoft Partner of the Year and three-time Inc. Best Workplaces award winner.
The Microsoft Dynamics 365 Customer Engagement (CE) Pre-Sales Solution Architect is a senior-level position that supports prospective customer sales cycles. This individual is responsible for understanding customer business requirements, designing the final solution, and promoting MCA Connect’s value proposition by conducting functional demonstrations for and technical discussions with our Dynamics 365 CE and Power Platform prospects.
The Dynamics 365 CRM Pre-Sales Solution Architect works as a team member with the Sales and Engagement Management teams to facilitate the sale and delivery of a complete Microsoft Dynamics 365 CE solution for the customer. This is accomplished by providing both functional and technical expertise, and leadership on engagements including broad salesforce automation, marketing and customer service.
Responsibilities
- Providing required business expertise in one or more of the process areas included in Dynamics 365 Customer Engagement (e.g. SFA, MAS, Customer Service etc.).
- Conduct client discovery meetings to identify, understand, and define customer needs, objectives and business requirements to design a solution that can best address the prospects’ requirements.
- Preparing RFP responses and creating demonstration scenarios to address the business requirements outlined in the RFP or desired demonstration script provided by the prospect.
- Preparing Statements of Work (SOW) including implementation estimates.
- Preparing for and conducting specific Microsoft Dynamics 365 CE or Power Platform software demonstrations as an integrated member of the MCA Connect sales team.
- Developing standard presentation materials and demonstration scenarios for sales presentations.
- Managing the MCA Connect pre-sales process to ensure seamless coordination of activities between the MCA Connect sales and pre-sales teams.
- Contributing to pipeline and revenue generation through participation and coordination of demand generation activities, including; customer workshops, webinars, tradeshows, and company events.
- Acting as a liaison between the MCA Connect sales team, MCA Connect implementation team, and the prospect/customer.
- Communicating the business requirements to the MCA Connect delivery team after completion of sale to ensure a smooth transition from presales to implementation
Qualifications
- B.S. in Business or related discipline, or equivalent combination of education and business experience
- Minimum of 4 years Dynamics 365 CRM modules experience
- Minimum of 2 years Dynamics 365 CRM implementations experience
- Minimum of 1year Power Platform (Power Automate, Power Apps, Power BI)
- Demonstrated expertise (Subject Matter Expert) in at least one module of the Dynamics 365 (Field Service, Project Ops, Customer Service, Customer Insights, Sales, Power Platform).
- Some industry experience within Manufacturing and/or energy industries
- Articulate, professional communication skills (written and oral) with the ability to converse with prospects at all levels from the executive/owner level to the functional/technical team member level.
- Ability to express industry specific, functional, or technical information in a clear, concise manner.
- High level of energy, drive, enthusiasm, initiative, commitment and professionalism.
- Ability to handle prospect questions, issues, and concerns in a thoughtful, quick, and concise manner.
- Self-starter with solid organizational and planning skills.
- Ability to drive toward completion.
- Strong organizational skills and attention to detail.
- Proficient with Microsoft Office (Outlook, Excel, Word and PowerPoint) and online applications.
- Highly motivated and competitive professional.
- Ability to travel up to 25%
Desired Qualifications
- Minimum 3-5 years pre-sales architect experience in a technology consulting services organization focused on one of the major CRM solutions.
- Strong understanding of technology systems, Internet applications as well as leading ERP and CRM systems.
Why work for MCA Connect?
Our compensation plan offers one of the best bonus structures in the industry. Along with this we also offer a generous benefit package:
· Work/Life Balance with Unlimited Paid Time Off (UPTO)
· 401k Plan with Company Matching Contribution
· Monthly Stipend for Home Office Expenses
· Subsidized Medical, Dental and Vision Coverage
· Health Savings and Flexible Spending Accounts
· Company Paid Life and Disability Insurance
· Training, Certification and Continuing Education Support
MCA Connect offers limitless opportunities for personal and professional growth in a stimulating, challenging, and performance-oriented work culture where you can share your ideas and make impactful daily contributions. Our employees are highly motivated and talented individuals dedicated to developing, marketing, and selling products designed to deliver value for mid-market and enterprise-size manufacturing, distribution, and energy companies. We take the time to train our consultants so that they understand the industries we serve and can deliver best practices, proven methodologies, and ongoing industry expertise to our clients.
MCA Connect is an Equal Opportunity Employer. MCA Connect promotes equal employment opportunity to all employees and applicants and does not discriminate on the basis of race, religion, color, creed, national origin, sex, age, sexual/gender orientation, status as a protected disabled or Vietnam Era Veteran, disability, or any other legally protected status. We firmly believe our differences make us stronger!
Top Skills
Microsoft Dynamics 365
MS Office
Power Apps
Power Automate
Power BI
Power Platform
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