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D365 CRM/CE FC

Remote · Peru Full-time

D365 CE Functional Consultant

Role Overview

We are looking for a specialist to drive the design and implementation of automated engagement strategies. This role is centered on leveraging Microsoft Customer Insights – Journeys to bridge the gap between business requirements and technical execution, ensuring a seamless end-to-end user experience.

Core Technical Focus

  • Architecting Journeys: Build sophisticated, multi-step automation flows using advanced branching logic based on real-time data, user behavior, and compliance status.

  • Communication Strategy: Deploy multi-channel messaging solutions (starting with SMS and expanding to broader digital touchpoints).

  • Data-Driven Segmentation: Configure dynamic audience segments and manage complex preference/consent frameworks.

  • Business Empowerment: Prioritize "low-code/no-code" configurations to allow non-technical stakeholders to manage and update journeys independently.

Key Functional Workstreams

  • Onboarding & Lifecycle Management: Develop automated "Welcome" sequences triggered by new customer registrations or service initiations to establish preferred communication lines.

  • Transactional & Financial Workflows: Design automated touchpoints for the payment lifecycle, including status updates, document availability alerts, and proactive payment reminders.

  • Platform Transition: Oversee the migration of existing communication templates and logic from legacy messaging tools into the modern Customer Insights environment.

Professional Requirements

  • Platform Expertise: Extensive functional background in the Microsoft Dynamics 365 ecosystem (CRM/CE).

  • Evolutionary Mindset: Strong experience in traditional Marketing modules with a proven ability to transition skills into the latest Customer Insights / Real-time Journey features.

  • Analytical Design: Ability to map out complex conditional logic that responds to specific customer triggers and financial milestones.

  • Integration Knowledge: Understanding of how to replace or migrate from third-party messaging providers to a consolidated Microsoft solution.

Why You'll Love Working Here

  • A 13-month salary bonus.

  • 13 days of paid leave and 10 days of sick leave.

  • WFH as needed.

  • High-quality health insurance and health check-ups.

  • Company trips.

  • Regular team events with office food delivered twice a week; extra drinks and snacks are always available.

  • Support for training and certifications to improve your skills.

  • A friendly management team, a flexible working environment, and opportunities for career growth.

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