25 days old

Implementation Consultant CRM Advance

Campus Management
Boca Raton, FL 33433
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Campus Management

The Implementation Consultant is part of the professional services division on project team involved in the planning, design and oversight of the construction of Anthologys suite of software systems based mainly on the Microsoft Dynamics 365 platform. The position will require learning Anthology Engage and Anthology Advancement software and how these software platforms interface with other Anthology products including Encompass, CampusNexus Student and Finance, in addition to other software products outside that Anthology realm. Some of the consultants main duties will include the ability to gather business requirements from clients and review existing customer business practices and data. Based upon customer requirements and business practices the consultant will develop a solution that will be the framework for software configuration, integrations, end user training, universal acceptance testing and implementation. This position will work closely with both the client and Anthologys project managers to construct timelines and deliverables and manage all tasks necessary for a successful implementation. Successful candidates will be proactive, self-starting, professional, able to travel, willing to work extra hours, and strive for consistent high-quality results. In addition to other considerations this position will be evaluated using a standard metrics system based upon the consultant maintaining a standard number of billable hours per month.


  • Perform assigned project tasks with minimal supervision.
  • Follow established methodology to meet project deliverables for all assigned tasks.
  • Recognize potential solutions to a business problem to ensure the best alternative is selected for the client within the project scope.
  • Provide required documentation for tasks including design documentation, technical specifications, user procedures, test plans, and status reports.
  • Communicate information clearly, accurately and timely to project team members and clients.
  • Train client staff on the solution functionality.
  • Identify, recognize and escalate risks and issues.
  • Seek out and participate in learning activities to enhance knowledge of technologies, software packages, and the industry.
  • Foster an environment of teamwork both internally and externally.
  • Actively participate in performance plans and evaluations.
  • Initiate recommendations for personal education and career objectives.
  • Accepts constructive feedback and works towards achieving the established goals.
  • Participate in project quality assurance reviews as necessary.
  • Participate in and support, company-sponsored local/regional/national professional groups and organizational activities.
  • Assist in developing internal training materials and project productivity tools.
  • Assist in the production of company briefing, marketing/business development presentations, and journal articles.
  • Participate in business development activities when requested.
  • Assist in the recruiting of qualified consultants.
  • Submits Time and Expense Reports each week according to company policy.


  • Establish a positive, professional relationship with client staff; inclusive of professional demeanor, conduct, and appearance.
  • Establish proper communication channels with client personnel and respond appropriately to all client concerns/requests.
  • Exhibit exceptional analytical and presentation skills and be able to communicate findings in a clear and concise manner to both technical and non-technical audiences.
  • Demonstrate strong analytical and logical thinking skills.
  • Be a results-driven self-starter who takes initiative, solicits and listens to feedback, and can work independently in a rapidly changing environment.
  • Works proactively and cooperatively in a team environment to accomplish project deliverables within a defined schedule.


  • Excellent written and oral communication skills.
  • Excellent presentation and training skills.
  • Proven effective listening skills.
  • Conduct/participate in status team meetings.
  • Provide Project Manager and client management with ongoing progress reports according to the project charter, or at minimum on a weekly basis.
  • Understand and adhere to established project management policies and procedures including meeting project budgets and scope, project status reports and project documentation.
  • Contribute as appropriate to the development of project scope and structure.
  • Contribute to the management of the project goals and client expectations.
  • Notify Project Manager of potential new business opportunities.
  • Ability to work independently or as part of a team to accomplish assigned tasks.
  • Proficient in Microsoft Office applications.


  • A bachelors degree in finance, business administration, information technology, or related field
  • 4+ years working with Microsoft Dynamics required.
  • Microsoft Power Platform + Dynamics 365 Core certification preferred.
  • Microsoft Power Apps + Dynamics 365 Developer certification preferred.
  • Advancement within the Higher Education industry experience preferred.
  • CRM experience preferred.
  • Student Information System experience a plus.
  • Financial Aid experience a plus.
  • Relational database management including queries, reporting, and administration desired.
  • Demonstrated experience conducting presentations, conducting one-on-one and/or on-the-job training, classroom training and/or online/webcast training.
  • Proficient in all Microsoft Office applications. Experience with project management software preferred. Previous experience with other software applications such as database and reporting programs preferred.
  • Ability to adapt easily to working with new technologies.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Posted: 2021-02-06 Expires: 2021-03-10

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Implementation Consultant CRM Advance

Campus Management
Boca Raton, FL 33433

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