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.
Responsibilities:
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Leading/Executing our TrellisPoint Success Framework.
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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.
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Leading the Decide: A series of deep-dive meetings where we gather key details of current process, issues, and desired future state.
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Architecting and overseeing execution of solutions during Design and Delivery.
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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.
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Working with the Delivery team to execute solutions
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Networking with other partners & evangelizing the TrellisPoint Success Framework
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Mentoring junior resources and helping to train others on the TrellisPoint Success Framework
Qualifications:
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Minimum of 5+ years of Dynamics 365 consulting experience
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Excellent written and verbal communication skills with the ability to communicate the benefits of technical solutions
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Preferred experience working with Agile project management methodology
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Bachelor’s degree in Business or Computer Science, or equivalent work experience
Benefits:
- 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.
