At a Glance
- Tasks: Lead workshops and improve D365 CE for customer journeys and sales.
- Company: Join a leading insurance organisation with a hybrid work culture.
- Benefits: 12-month contract with flexible working and career development opportunities.
- Other info: Great opportunity for growth in a regulated industry.
- Why this job: Make a real impact by bridging business and technology in a dynamic environment.
- Qualifications: Experience in Dynamics 365 CE and strong stakeholder engagement skills.
The predicted salary is between 47181 - 52413 £ per year.
D365 CE Functional Consultant | 12-Month Contract | Macclesfield Hybrid
We’re supporting a major name in the insurance sector with the search for an experienced Dynamics 365 Customer Engagement Functional Consultant to join on an initial 12-month contract.
This is a high-impact role for someone who can bridge business and technology, lead stakeholder conversations, and help shape how D365 CE supports customer journeys, sales, and service operations.
- Contract details
- Role: D365 CE Functional Consultant
- Length: 12-month contract
- Location: Macclesfield
- Working pattern: Hybrid, 2–3 days onsite per week
- Client: Leading insurance organisation
- What you’ll be doing
- Lead requirements workshops across Customer Journeys, Customer Service and Sales.
- Work closely with business stakeholders to understand current processes and define practical D365 CE improvements.
- Document functional requirements, process flows, gaps, enhancements, solution approaches.
- Support solution design by validating customisations, integrations, reporting needs and security roles.
- Coordinate with technical teams through design, deployment, testing and issue resolution.
- Support UAT, regression testing, release readiness and go-live activities.
- Help ensure CRM changes align with incident, change and release management processes.
- What we’re looking for
- Strong functional consulting experience across Dynamics 365 CE, particularly Customer Service, Sales and Customer Journeys.
- Good understanding of case management, SLAs, entitlements, queues, routing and knowledge base functionality.
- Experience supporting lead-to-opportunity processes and wider CRM sales workflows.
- Ability to translate business needs into clear functional specifications and test scenarios.
- Experience working with stakeholders, technical teams & delivery leads.
- Functional awareness of plugins, cloud flows, APIs, integrations, reporting and CRM security.
- Experience supporting UAT, release readiness and production transition.
- Nice to have
- Exposure to Azure Functions, middleware or wider integration landscapes.
- Experience with Splunk or TIBCO Active Matrix Business Works Plug-in.
- Previous experience within insurance, financial services or another regulated industry
D365 CE Functional Consultant | 12-Month | Macclesfield Hybrid employer: SJIT
Join a leading insurance organisation in Macclesfield as a D365 CE Functional Consultant, where you will thrive in a hybrid work environment that promotes collaboration and innovation. The company values employee growth, offering opportunities to lead impactful projects while bridging the gap between business and technology. With a strong focus on work-life balance and a supportive culture, this role provides a meaningful chance to contribute to customer journeys and service operations in a dynamic sector.
StudySmarter Expert Advice🤫
We think this is how you could land D365 CE Functional Consultant | 12-Month | Macclesfield Hybrid
✨Tap into Local Agencies
For temporary roles like the one at SJIT, don't overlook local recruitment agencies that specialise in the insurance sector. They often have inside info on your local market and can help you get your foot in the door quicker!
✨Seasonal Opportunities Are Gold
Insurance companies often ramp up staffing for specific seasons, especially during peak times like annual policy renewals. Keep an eye out for those temporary gigs and be ready to jump in. Make sure you’re on our website regularly to catch those listings!
✨Network with Industry Pros
Join insurance-focused online platforms and forums to connect with professionals who can share insider tips about temporary roles. Attend local industry meetups or workshops to widen your network; sometimes it’s all about who you know!
✨Showcase Your Flexibility
For temp roles, employers are often looking for candidates who can hit the ground running. Highlight any previous experience you have in fast-paced environments on your profile or during interviews, so SJIT knows you can adapt quickly to their needs!
We think you need these skills to ace D365 CE Functional Consultant | 12-Month | Macclesfield Hybrid
Some tips for your application 🫡
Highlight Relevant Certifications:In the insurance world, having the right qualifications can set you apart. If you've got any certifications like Cert CII or other relevant credentials, make sure they're front and centre on your CV. It shows you're committed to the industry and ready to hit the ground running!
Showcase Your Customer Service Skills:Insurance is all about helping clients through tricky times. Use your application to mention your previous customer service experience or soft skills like problem-solving and empathy. These are crucial for any temporary role in the insurance sector, so don’t shy away from flexing these muscles!
Tailor Your CV for the Temp Role:For a temporary position, it's all about demonstrating your ability to adapt quickly. Tailor your CV to highlight experiences that show you can jump in and make an impact immediately. Mention short projects, freelance gigs, or any fast-paced roles that show you thrive in dynamic environments.
Be Clear About Availability:In your cover letter, clearly state your availability for the temporary role. Since this is a short-term gig, emphasising your flexibility and readiness to start immediately can really catch SJIT's eye. Remember, they need someone who can fit right in, so make it easy for them to see you as that person!
How to prepare for a job interview at SJIT
✨Master the Basics of Underwriting
Since you're aiming for a temporary role in insurance, brush up on the basic principles of underwriting. Be ready to discuss how you would assess risks and make simple decisions on policy issuance, as these are likely to come up in technical questions.
✨Familiarise Yourself with Relevant Regulations
Insurance is heavily regulated, so it helps to be familiar with key regulations that affect the industry. Bring up any specific legislation you're aware of and how it could impact your work at SJIT. This shows you're engaged and knowledgeable.
✨Highlight Your Flexibility
As it's a temporary position, it's crucial to stress your adaptability. Talk about previous experiences where you had to pick up new tasks quickly or adjust to changing needs. Employers will appreciate your willingness to jump in and get the job done without a long onboarding process.
✨Prepare to Discuss Claims Processing
Be ready to dive into discussions around claims processing, as this might be a big part of your role. Bring along examples of how you've approached problem-solving in past roles, especially if you've dealt with customer claims or insurance queries before. It's a great way to show your relevant experience.
