Project Lead

The Client Success team at TrellisPoint is a combination of sales, solution architecture, project lead, and account manager responsibilities. Our job is to be the point person throughout the lifecycle of a project and ensure that our clients are as successful as possible. We are the quarterbacks, responsible for executing the TrellisPoint Success Framework, which ensures the highest probability of a successful outcome for projects. Being a Client Success / Business Solutions Consultant requires great communication, strong product knowledge, and curiosity that drives us to understand what makes businesses tick.

  • Leading/Executing our TrellisPoint Success Framework.

  • Partnering with Sales on Discovery: A 2-hour strategic meeting designed to help us gain an understanding of what the businesses strategic goals are, look at their current technology landscape, and understand the overall, high-level objectives of what they are trying to do.

  • Leading the Decide: A series of deep-dive meetings where we gather key details of current process, issues, and desired future state.

  • Architecting and overseeing execution of solutions during Design and Delivery.

  • Staying in touch with our clients through our Quarterly reviews to make sure the solutions we are creating are still meeting their needs, and to introduce new features/tools that may be useful to them.

  • Working with the Delivery team to execute solutions

  • Networking with other partners & evangelizing the TrellisPoint Success Framework

  • Mentoring junior resources and helping to train others on the TrellisPoint Success Framework

  • Minimum of 5+ years of Dynamics 365 consulting experience

  • Excellent written and verbal communication skills with the ability to communicate the benefits of technical solutions

  • Preferred experience working with Agile project management methodology

  • Bachelor’s degree in Business or Computer Science, or equivalent work experience

  • Competitive salary + incentives
  • Health, Dental and Vision insurance
  • Short-term disability, long-term disability, life and accidental insurance
  • 401(k) savings plan with Employer guaranteed contribution
  • Unlimited time off policy
  • Flexible Work-From-Home environment (home and office)
About TrellisPoint:

TrellisPoint is a fast-growing technology firm that exclusively helps our clients get more out of their Business Applications software. As a Microsoft Gold Partner, we work with high growth companies to implement and support Microsoft Business Applications, with a focus on Dynamics 365 Customer Engagement suite, one of the market’s leading solutions for salesforce automation, marketing, and customer service.

TrellisPoint’s Core Values
  • Team Focus: We succeed when everyone around us succeeds. We are stronger as a community.
  • Always Improving: It’s about striving to be the best you can be and getting better every day
  • Problem Solvers: Being a problem solver means challenging ourselves, being resourceful, not giving up until we’ve figured it out.
  • Every Time: Every time means putting in the work to get the job done right even when no one is watching.

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