Overview
Managed Service Optimisation Consultant: Finance/ProServ
About HSO
HSO is a global Microsoft solutions partner delivering consistent, cost-effective implementations through a unified methodology and providing worldclass, 24/7 proactive managed services to customers worldwide. As a full-service Microsoft Partner, we hold all six Microsoft Cloud Partner Program Solution Designations across Business Applications, Data & AI, Digital App & Innovation, Infrastructure, Modern Work, and Security.
For over 21 years, we have been a proud member of Microsoft’s Inner Circle—an elite group representing the top 1% of global partners—and we are also recognised as a Microsoft FastTrack Partner, ensuring high quality implementations and successful adoption of Microsoft Cloud solutions.
At HSO, our people are our greatest asset. We are committed to employee wellbeing, professional growth, and creating an environment where everyone can thrive. Through the HSO Academy, we provide continuous training, certification, and career development opportunities. Our comprehensive wellbeing offering includes Tonic & Me, Care First, the Wellness Hub, and a network of trained Mental Health First Aiders.
HSO’s Mental Health Policy promotes openness, early support, and the reduction of stigma around mental health and wellbeing. We focus on building a great place to work through trust, connection, fairness, and strong employee engagement. Our aim is to create a supportive, psychologically safe environment where colleagues feel valued, empowered, and able to perform at their best.
About Managed Services
HSO Managed Services helps customers get the most out of their Microsoft Application and Cloud environments by improving how they work, innovate and grow. We provide our customers with 24/7 management of their applications, Data & AI and Azure platforms.
Our teams work globally to deliver real business impact, strengthening security, improving processes, speeding up innovation, and helping customers become more adaptable and competitive.
At HSO, you’ll work with the latest Microsoft technologies, be part of a culture of continuous improvement, and play a key role in helping organisations support and transform their business.
Purpose Of The Role
The Optimisation Consultant (internal Bnext position 4.4 Senior Consultant, or 4.5 Consultant) is a role within the HSO managed services industry focused customer team whose role is to deliver application consultancy, implementation services, presales, training and support to customers and colleagues, prospective customers and operational processes as required.
As part of the customer team, you will deliver small projects and optimisations to existing customers, ensure all changes are delivered to high standards allowing our customer to achieve value from the changes and our support teams to seamlessly take them into service. Due to the nature of the job, you will be required to have broad knowledge of D365 modules including finance, trade and logistics, stock, warehousing, procurement and sourcing etc. An understanding of the wider Microsoft stack including Azure functionality, Data pipelines and integrations is also desirable.
Key Responsibilities
1. Optimisation Delivery: Liaise with clients to analyse business processes, clarify customer requirements and determine the scope of required solution.
2. Business Process design/mapping and documentation
3. Leading implementation streams through to delivery and initial post Go-Live support
4. Lead customer focused streamed solution playback sessions and perform fit gap analysis
5. Develop design specifications
6. Lead internal solutions design and process mapping workshops
7. Deliver and implement Dynamics D365FO and AX
8. Deliver high quality business and software application services to clients
9. The creation of high quality and sustainable client solutions
10. Deliver all consultancy according to our Project Methodology, ensuring that all software applications are implemented successfully according to the project plan
11. Meet customer expectations of business knowledge, skills and behaviour
12. Identify business/project risk and mitigate or communicate as necessary
13. Communicate progress updates to relevant parties both formally and informally
14. Achieve above-minimum levels of chargeable utilisation and charge-out rates
15. Participate in pre-sales activities as requested
16. Ensure customers always receive high quality optimisation services
17. Participate in daily and weekly Customer Team standups to maintain operational alignment
Reporting & Service Improvement
1. Support customer team in gathering insights on optimisations to present at customer service reviews
2. Support customer team in collecting data to identify opportunities to improve customer environments and applications
3. Support customer team with recommendations for service adjustments or enhancements based on engagements with customers
Compliance & Internal Governance
1. Ensure timely completion of internal processes in accordance with the MAR, policies and Company Handbook
2. Work in alignment with HSO’s Quality System and governance requirements
Experience & Skills
* Experience in multiple hands-on software implementations with Dynamics 365 F&O in a Consulting role within a functional role or relevant experience working within a specific industry – Finance or ProServ
* Expertise in providing consultancy over multiple modules in an D365FO / AX environment
* Excellent presentation, demonstration and training skills
* Good written and verbal communication skills, in English
* Experience with Dynamics D365FO / AX in a Consulting or End User role
* Adept at Business Requirement Analysis
* Dynamic 365 F&O Certification in at least one key area e.g., Finance, Manufacturing, Distribution and Trade
* Experience in assisting customers build continuous improvement road maps to ensure their investment in the Microsoft stack remains relevant and utilizes as much of the new functionality as possible
* Willingness to travel to support customers’ requirements on site, if required
Desirable Skills
* Support Desk Experience
* Conversant with Power Platform Suite – BI/Apps
* Technical knowledge including SQL Server, Performance investigation, SSRS reports, Cloud/Azure technology
* Industry knowledge
* Pre-sales experience
* Project Management experience
* Business process mapping, modelling and documentation knowledge
* At least one implementation with documentation in the role of Senior Consultant
* Worked in a solution delivery capacity in the past
* Willing to expand and train in other areas to cover demand as required
Personal Qualities
* Excellent Communication and Customer Interaction Skills
* Ability to work under pressure and meet time limits
* Self-motivated individual
* Must have a logical mindset and the ability to troubleshoot complex issues
* Ability to Manage Customer Expectations
* Team player willing to be part of a team as well as help teams grow and foster
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