Senior Project Consultant (Microsoft Dynamics 365/ Power Platform)

SS&C is seeking a Senior Project Consultant for Microsoft Dynamics 365/Power Platform to join their team in Toronto, Canada. This role involves consulting on Salentica CRM (Dynamics 365) implementations, managing project scope and schedule, documenting requirements, and providing client training. The consultant will also perform data analysis, deploy and configure CRM products, and partner with other functional groups. The position requires strong project management, communication, and problem-solving skills, with a focus on financial services and wealth/asset management markets. SS&C offers a hybrid work model and a supportive environment.

Must Have

• Consult using product, industry, and best business practices knowledge
• Serve as subject matter expert for Salentica CRM (Dynamics 365) implementations
• Create and maintain project plans
• Collect & document project requirements
• Manage project scope and schedule
• Provide client training/education
• Execute data analysis for source to target mappings
• Deploy and configure Salentica CRM product (Dynamics 365)
• Working knowledge of financial services and wealth/asset management markets
• Proven experience with Dynamics 365 CRM Implementation or Administration
• Superior time-management skills
• Experience managing projects of moderate scope
• Superior written and verbal communications skills
• Experience dealing with complex business problems and identifying user requirements
• Bachelor's Degree with 3 years relevant industry experience

Good to Have

• Microsoft Dynamics certifications
• PMP designation
• Experience with ETL tools
• SQL query building experience

Perks & Benefits

• Hybrid Work Model
• Business Casual Dress Code (including jeans)
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical, Dental, Vision
• Employee Assistance Program
• Parental Leave
• Commitment to Diversity & Inclusion
• Hands-On, Team-Customized Training (including SS&C Learning Institute)
• Discounts on fitness clubs, travel and more!

Get To Know The Team:

SS&C is leading the way. We continue to look for today’s and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to reach out and apply to our welcoming and inclusive environment.

SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation to name a few. We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C Learning Institute
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get to Do:

• Consult using product, industry, and best business practices knowledge and experience,
• Serve as subject matter expert and project resource during Salentica CRM (Dynamics 365) implementations, upgrades and professional services engagements.
• Identify and presents product solutions and related business process solutions that support the client's tactical and strategic initiatives.
• Create and maintains project plans, collect & document project requirements, manage project scope and schedule,
• Maintain all project artifacts, issue resolution, tests and validates deliverables,
• Provide client training/education, and transitory post-implementation support.
• Communicate project-related information via project management tools including project schedule, status reports, risk register, change log and other project artifacts as needed.
• Execute data analysis of client source databases and client files to identify source to target mappings.
• Work closely with client and data engineer to generate data mapping documentation which supports creation of data migration scripts.
• Deploy and configure the Salentica CRM product (Dynamics 365) and custom projects according to defined requirements and agreed-upon scope.
• Partner with other functional groups (e.g., training/education, sales, product development, professional services, support, relationship management) to introduce and support new product functionality and/or additional product and/or service offerings.
• Identify additional revenue opportunities and provide cross-selling support.
• Demonstrate a developing functional knowledge to evaluate the implications of issues and make recommendations for solutions.
• Recognizes and minimize Salentica project risk exposure
• Guide and mentor less experienced team members.
• Recommends Great Ideas!

What You Will Bring:

• Ability to work independently as a self-starter and in a team environment
• Ability to work collaboratively with internal teams to deliver client solutions
• Working knowledge of financial services and wealth/asset management markets.
• Proven experience with Dynamics 365 CRM Implementation or Administration. Microsoft Dynamics certifications considered an asset, but not required
• Superior time-management skills, with the ability to handle multiple projects/tasks simultaneously
• Experience managing projects of moderate scope or on varied tasks that require resourcefulness, self-initiative, and significant independent judgement. PMP designation considered an asset, but not required.
• Superior written and verbal communications skills to communicate with both internal and external stakeholders
• Experience with ETL tools and SQL query building experience considered an asset but not required
• Provide recommendations for assessing, scoping, and delivering custom projects and delivery of projects using D365 best practices
• Experience dealing with complex business problems, identifying business/functional user requirements, recommending how to best support them through processes and applications and outline steps for execution.
• Ability to manage stakeholder expectations, have influence without authority, and a strong ability to sell recommendations and solutions by stating advantages and value in business terms.
• Bachelor's Degree with 3 years relevant industry experience