Pre-Sales Architect - Dynamics 365 | Customer Engagement (CE) / CRM / Power Platform

Stoneridge Software began with an idea: How can Microsoft implementations be done better? After considering the idea and continually seeing the need for a business partner who could successfully deliver software implementations, Eric Newell, Becky Newell and Cody Marshall founded Stoneridge Software. As a 2023 Inc. Best Workplaces Honoree, member of the Microsoft Inner Circle, and award winning Microsoft Solutions Partner for Business Applications and Modern Work, we’ve developed a proven process for project delivery, a laser focus on long-term support to empower our clients’ success and a way to enjoy our work with a high degree of integrity. We know how to use tenacity to get the work done but we also know how important it is to balance work with the rest of our lives. Stoneridge Software has cultivated a flexible working environment, flexible vacation time, paid parental leave, continuous learning and development, and social wellness initiatives that bring a sense of belonging to all.

Our team is dedicated to helping customers get it right when it comes to software implementation and technology. We play as hard as we work, we embrace every opportunity to learn and share our success. What are you waiting for? Join us! 

At our core, our team's mission is to help our clients win. In order to do that, our growing team is looking for a Pre-Sales Architect - Customer Engagement, a Customer Engagement evangelist to engage with our prospects to visualize solutions to solve their business needs and challenges. Our Pre-Sales Architects take a lead role in working with our prospects to address their business needs and provide them the solutions they need to be successful. We are looking for someone with excellent interpersonal skills and experience with Dynamics 365 Customer Engagement specific to Customer Service (Omnichannel), Sales and Marketing, and Power Platform solutions to make the right recommendations for prospects.

A Day in the Life

• Lead prospect discovery to learn customer needs and challenges 
• Collaborate closely with the sales team and prospect to solidify solution vision to address challenges and needs 
• Responsibility for the development of customized prospect and client solution demonstrations 
• Develop expertise in and position the Stoneridge Software implementation methodology 
• Attend sales and marketing meetings and keep CRM and related customer and project records up to date 
• Assist with the preparation of Statements of Work with a focus on Scope and estimate 
• Conduct marketing-focused webinars for clients and prospects 
• Able to present, demonstrate, and articulate technical solutions in a concise, clear, and convincing way to both technical and non-technical audiences
• Lead technical discussion in all aspects of the technical sales cycle including product demonstrations, technical presentations, and requirement analysis 

Preferred Qualifications

• Bachelor’s Degree in Business or related field 
• 5+ years of Dynamics 365 Customer Engagement implementation experience 
• Experience in a CRM consulting role preferred, some direct customer-facing role required 
• Preferred experience with Power Platform and Microsoft solutions 
• Knowledge of integration best practices with Power Platform and Microsoft Dynamics 
• Broad business system knowledge 
• Capability to customize and configure MS Dynamics environment todemonstrate proof of concept to prospects and clients 
• Collaborative and work together as a team in the best interests of the team, prospects, and customers 
• Ability to travel to customer locations when requested 




Travel Required: Incumbent is expected to periodically meet with client teams across the United States and will be asked to attend industry events from time to time.




This position is available on a REMOTE basis in the United States or REMOTE in Canada (Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland, Nova Scotia, Ontario, Prince Edward Island, Saskatchewan).

Health and Wellness

• Medical Insurance (premiums for employees paid for by the company)
• Dental Insurance
• Vision insurance
• 401(k) contribution program (US) or RRSP Benefits (Canada)
• Life insurance
• Disability Benefits
• Paid parental leave
• Paid flexible time off
• Paid sick time (US) or floater days (Canada)
• Paid holidays
• Flexible work schedules
• Mobile/internet reimbursement
• Employee and family assistance program
• Learning and development allowance
• Employer charitable contribution
• Social wellness clubs
• Professional coaching
• Paid business mileage
• Home office and wellness allowance (US Only)
• HSA contribution (US Only)

Compensation

• Our philosophy is to provide Competitive, Equitable, and Driven by Performance compensation. Various factors impact our pay ranges including market conditions and national salary data. To determine competitive salaries within this range we consider candidates skills, qualifications, and experience. These are national ranges, inclusive of bonus opportunities, and could represent multiple role levels.

 

US (USD): $134,100 - $178,200

Canada (CAD): C$145,500 - C$176,200

We live and breathe our core values:

Integrity | Technical Excellence | Tenacity | Client Centric | Enjoy Our Work

They are the fabric of our company and a reflection of our organizational culture. Our values are a part of our talent acquisition process, how we operate our company and how we partner with our clients. We enjoy our work by exhibiting our technical excellence and tenacity while being inherently client-centric with integrity toward every customer engagement.

Stoneridge Software is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and all the other fascinating characteristics that make us unique. Growing the best team is at the center of our strategic plan. To be successful in this, we strive to create an inclusive environment and build a sense of belonging by celebrating our differences and ensuring fair and equitable treatment for all our team members. 

We will comply with local guidelines regarding infectious diseases and vaccine requirements. Team members who are required to travel to client sites, conferences and events that are not in Stoneridge Software offices, must comply with the client's COVID-19 policies and procedures or have an approved exemption.