Job Description

I. Job Description Summary

Develops, plans, and implements the Enterprise Resource Planning (ERP) system and Customer Relationship Management (CRM) System. Evaluates and recommends changes to current and future ERP and/or CRM system requirements to meet organizational needs. Customizes and configures workflow to allow the integration of client/server applications. 

II. Job Responsibilities and Duties

Essential Functions

• Identify ERP/CRM business systems solutions requirements by interviewing clients; analyzing work processes and operations; establishing solution objectives; preparing specifications.
• Implement and support Dynamics 365 for new and existing customers, including design, product configuration, testing, data conversion, user acceptance test and go live support.
• Gather information for the development of custom applications to complement or integrate with existing software
• Follow our Project Charter and implementation methodology, produce the deliverables it stipulates, and ensure project documents are complete.
• Drive additional ERP consulting services within customer base
• Learn new applications as needed
• Involve in presales activities such as product presentation, proposal preparation
• Provide detailed consulting estimates.
• Rely on extensive experience and judgment to plan and accomplish goals
• May lead and direct the work of others
• exercise a wide degree of creativity and latitude
• Reports to manager
• Other duties as needed

Supporting Functions

Team

• Collaborate with other team members to achieve team goals
• Train and mentor junior and internship staff
• Contribute to improvement of services, revenue/profitability, methodologies and procedures

Company and Clients

• Understand and incorporate Calsoft values, mission, guidelines and policies (as described in Employee Handbook and other Calsoft documents) into daily work.
• Build and nurture positive working relationships with clients, co-workers and business associates.

III. Knowledge, Skills and Abilities

Minimum Qualifications

• BA / BS in Accounting, Finance, Information Systems, Computer Science, Systems Engineering
• 3 years of experience in the field or in a related area
• Has knowledge of commonly-used concepts, practices, and procedures within a particular field 
• Familiar with a variety of the field's concepts, practices, and procedures 
• Maintain professional image in attitude, conduct and attire 
• Strong organizational skills and time management practices 
• Outstanding customer service skills
• Maintain professional image in attitude, conduct and attire 
• Demonstrate aptitude for learning new technologies
• Ability to effectively communicate technical concept to a non-technical audience
• Ability to interface well with other members of the organization
• Strong communication skills, both oral and written

Desirable Qualifications

• Knowledge of manufacturing, distribution, or service industry processes
• Ability to develop, propose and implement innovative solutions as appropriate
• Ability to define projects, organize a project team and direct project activities
• Work collaboratively and negotiate as needed to ensure identity and resolution of issues
• Contribute to and influence decision regarding divisional procedures
• Ability to assist management in organizational planning

IV. Others

• Meets minimum productivity requirements (KPI or other benchmarks)
• Travel to other regions as required by projects participated.
• Statements in this Job Description are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
• All personnel are encouraged to make suggestions to their managers for improvements in the Job Description in order to better serve our clients.

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