RSM US LLP
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Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Leads business development and complex sales cycles for Microsoft Dynamics 365 consulting services in the oil and gas sector. Responsibilities include originating and closing opportunities, developing go-to-market strategies, managing pipelines and forecasts, engaging C-level executives, negotiating proposals, coordinating cross-functional pursuit teams, expanding existing accounts, and driving thought leadership around AI, data, cloud, automation, and ERP modernization.
Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Manages Microsoft Dynamics 365 Customer Engagement implementations throughout the project lifecycle. Responsibilities include project planning, team assembly, scheduling, budgeting, cost-benefit analysis, stakeholder communication, risk and issue management, SDLC adherence, and delivery oversight. The role leads technical teams, manages CRM implementations within scope and budget, coordinates resources and deliverables, and drives organizational change while maintaining strong business and stakeholder relationships.
Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Execute and lead assurance engagements for lending clients: plan and perform audits, test controls, prepare financial statements, review workpapers, mentor staff, and ensure compliance with US GAAP/GAAS while managing multiple priorities and client communication.
