We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
Manage day-to-day client relationships and understand each client’s business and applications
Coordinate MAS resources, commitments, timelines, and communications
Lead the transition into ongoing managed services
Serve as the client’s first point of escalation and coordinate resolution
Collaborate with Account Managers and cross-functional teams to identify risks and opportunities
Support account, contract, reporting, and billing administration
Assist clients in the implementation and support of Microsoft Dynamics D365 BC software
Help mentor the team
What you need
Dynamics 365 implementation or supporting services experience
Strong finance background
Technology skills (preferred)
Ability to work independently (preferred)
Strong business knowledge (preferred)
Dynamics D365 BC or NAV certifications (preferred)
Key skills
Dynamics 365D365 BC/NAVfinancial and projects accountingStrong finance backgroundTechnology skillsAbility to work independentlyStrong business knowledge
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We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
We are expanding our Managed Application Services team and looking for seasoned D365 BC/NAV functional consultant with experience in the financial and projects accounting areas. The ideal candidate has a strong finance background, enjoys being part of a team and working directly with clients and Microsoft. Dynamics 365 implementation or supporting services is a requirement.
This team is responsible for supporting our implementation projects and well continuing with the client after go live. In this role, you will help mentor our team, assist clients in the implementation and support of Microsoft Dynamics D365 BC software as well as working directly with Microsoft on solving mission critical business situations. You will be working with a nationally dispersed team that is highly collaborative and a fun culture.
The Client Success Manager (CSM) leads assigned client relationships for Managed Application Services (MAS) clients with prepaid service agreements. Serving as the project manager for the MAS relationship, the CSM coordinates service delivery, builds trusted partnerships, and helps clients achieve successful outcomes from their technology investments.
This role connects clients with delivery teams and Account Managers, maintains knowledge of each client’s business and technology environment, and serves as the first point of escalation. The CSM partners with implementation teams before go-live and leads the ongoing relationship after transition to managed services.
Key Responsibilities
Manage day-to-day client relationships and develop a strong understanding of each client’s business, applications, customizations, and priorities.
Coordinate MAS resources, commitments, timelines, and communications to deliver a connected client experience.
Partner with implementation and delivery teams during onboarding and lead the transition into ongoing managed services.
Serve as the client’s first point of escalation, coordinate resolution, and communicate progress clearly.
Collaborate with Account Managers and cross-functional teams to identify risks, improvement opportunities, and additional ways to support clients.
Support accurate account, contract, reporting, and billing administration across applicable processes and systems.
Preferred Qualifications:
Technology skills
Ability to work independently
Strong business knowledge
Dynamics D365 BC or NAV certifications highly desired
At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits .
We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com .
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $95,400 - $192,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.