sa.global

Consultant

• Collaborate with clients to deliver HomebuilderONE solution
• Define client business requirements and configure the system
• Assist with system validation and go-live preparation
• Conduct user acceptance testing & train customers
• Manage full cycle project coordination

Functional Consultant – HomebuilderONE

Procurement

• Analyse project demands, resource availability and constraints to develop effective resource allocation plans.
• Collaborate with Project Managers, Sales, HR, and global sa.global teams to understand upcoming resource needs.
• Maintain and update resource schedules, skills database, and resource bios so everyone’s talents are visible and ready.
• Monitor resource utilisation and capacity, proactively identifying gaps or conflicts and raising any risks.
• Provide clear, actionable reporting on bookings, capacity, and utilisation trends to support strategic workforce planning.
• Provide guidance and support to project teams in resource-related matters, including staffing, skill requirements and resource allocation.
• Foster strong relationships across teams to ensure optimal utilisation and smooth project delivery.
• Maintain delivery records to ensure that the necessary Security Clearances are in place for smooth project allocation.

Resourcing Partner

Sales

• Achieve Sales Targets
• Develop and execute a strategic plan to achieve sales targets and expand the customer base
• Negotiate and close enterprise agreements, establishing long term, high value relationships with our clients
• Manage the entire sales cycle from prospecting, discovery, solution proposing, presentation, negotiating, and closing
• Build and maintain strong, long-lasting customer relationships
• Understand your customer’s business needs and objectives, and effectively communicate the value proposition of our solutions
• Develop and execute key growth sales strategies, tactics, and action plans
• Collaborate with delivery teams to ensure contracted product specifications are executed on-time and as agreed
• Become a subject matter expert in our business products, processes and operations, and remain up to date on industry news
• Work closely with Microsoft and their representatives to ensure that sa.global is seen as a safe pair of hands and a reliable and dependable partner
• Ensure that sa.global strategies are in line with Microsoft UK strategies and that they are well communicated to Microsoft

Sales Director

Account Manager

• Own the overall relationship with allocated accounts, acting as the main point of contact and escalation.
• Build strong, trusted stakeholder relationships (including executive sponsors) to influence IT strategy and align with business goals.
• Conduct regular client engagements and quarterly business reviews to share performance insights and identify growth opportunities.
• Develop strategic account plans, manage pipelines/forecasts, and drive revenue through upsell and cross-sell.
• Lead discovery sessions with pre-sales to understand client business processes and shape future plans and IT strategies.
• Propose tailored solutions to support client transformation.
• Communicate Microsoft and partner product developments to ensure consistent messaging.
• Collaborate with internal teams to ensure seamless delivery, commercial alignment, and timely invoicing.
• Prepare proposals, manage quotes/orders in D365 CE, and maintain accurate account data.
• Support marketing by securing case studies, contributing to events, and promoting new services.
• Proactively identify risks, issues, and opportunities, driving solutions and improvements.
• Demonstrate commercial awareness by translating client business drivers into meaningful solutions and revenue.

Senior Account Manager

Pre-sales Engineer

• Design, build, and demonstrate scenario flows with Microsoft Dynamics 365 aligned to the client's key requirement
• Demonstrate strong stakeholder management skills both internally and externally supporting the sales team with bid management and RFI
• Assist in designing bespoke solutions through defining the client’s needs that is not only ‘fit for purpose’ but also aligned with the company’s best practice
• Create differentiated propositions while solving business-impacting client problems related to managed services solutions
• Advise the delivery team during the functional solution design
• Drive measurable and sustained growth by achieving successful business outcomes
• Analyze current business practices, processes, and procedures as well as future business opportunities
• Be known for your "client-centric" approach
• Align the solution value with client objectives via discovery, demonstration, estimation, SOW, and deal close activities
• Work directly with sales team and clients as a coach and subject matter expert
• Support qualification and origination activities and sales pursuits by building compelling client specific propositions
• Work with internal delivery team to shape propositions around existing capabilities and define features where there are gaps

Senior Presales Consultant

Accountant

• Support managing Accounts Payable financial transactions for US1, CA, USSW entities
• Ensure accuracy in financial records, and maintain compliance with accounting standards
• Support internal audits and oversee reconciliations
• Invoicing clients as required
• Record benefits, and contributions related to payroll in Dynamics
• Record and file supplier invoices in Dynamics
• Receive and file supplier invoices
• Contractors invoices entry into D365
• Create suppliers and file supporting documents (W9) in Dynamics
• Record all credit card transactions in D365
• Reconcile credit card
• Invoice ReQlogic clients
• Record the invoices issued in QuickBooks in Dynamics
• Register the revenue in D365 of the invoices created in QuickBooks
• Record in Dynamics the payment of invoices generated in QuickBooks
• Send out customer statements (more than 90 days)
• Issue ICO Free Text Invoices in D365
• Post ICO Free Text Invoices received
• Maintain and monitor the AP inbox to address inquiries and resolve discrepancies promptly
• Prepare documents for the annual audit requested by the US Financial Controller
• Record tax offset entry during Month End Closing Activities

Shared Services Accountant

COP 4,000,000 - COP 4,500,000 per month

Recruitment

• Partner with hiring managers across departments to identify recruitment needs and strategize hiring
• Adhere to recruitment KPIs like time to hire and track source of hire and time to fill
• Create and update job descriptions and job specifications
• Identify appropriate sourcing channels, post jobs, and track candidate information in a recruitment database
• Screen candidate profiles based on job relevance
• Interview candidates at various stages (phone screening, video interviews, in-person meetings)
• Organize hiring events, participate in job fairs, and network with potential candidates
• Manage all communication with candidates from application through onboarding
• Understand candidate motivations and evaluate candidate-organization alignment
• Set up discussions/interviews with panels and facilitate the recruitment process
• Coordinate interviews with hiring managers and follow up on interview status
• Act as point of contact and build influential candidate relationships during selection
• Ensure recruitment SLAs are met as agreed with supervisor/manager and stakeholders

Lead Recruiter, IT

• Cover all aspects of consulting including presales, supporting the sales team, product demonstrations, analysis, implementation, and end-user training on D365 FO.
• Provide expertise and in-depth knowledge of the D365 FO application, evaluating customers’ business processes against standard Microsoft Dynamics functionality.
• Document business requirements that outline what actions a solution must take and what outcomes are expected.
• Collaborate with stakeholders across the organization to ensure a comprehensive set of requirements aligned with business objectives, gaining a full understanding of current and future state business processes.
• Facilitate the customer’s decision-making process and develop functional design documents to drive the development process.
• Conduct user acceptance testing and train customer resources to effectively use and maintain the D365 FO application.
• Design and develop new modifications for existing clients, support previous modifications, and assist with ongoing support issues as needed.
• Perform fit-gap analyses and solution design.
• Configure and set up D365 FO, including planning and executing data migration strategies.
• Liaise with product vendors regarding issues relevant to our customers or the company’s services.
• Ensure that all technical aspects of projects meet the required standards for functionality, operability, and documentation.
• Work with project managers and team leaders to manage resource changes across projects.
• Document as-is and to-be processes within accurate and detailed scoping documents.
• Act as a communication point between developers and clients.
• Take responsibility for Quality Assurance and documentation.
• Provide production support when required.
• Collaborate with global teams and stay current with latest features and technologies in D365 FO.

Senior Functional Consultant, Dynamics 365 FO

Project Manager

• Lead the planning and coordination of enterprise-level projects, defining project scope, objectives, and deliverables in collaboration with clients
• Ensure all projects are delivered on-time, to quality, scope and budget
• Provide governance and oversight for all projects, including establishing project management policies, guidelines, and standards
• Facilitate communication and collaboration between clients and project teams
• Use appropriate verification techniques to manage changes in project scope, schedule and costs
• Track and constantly measure project performance using appropriate systems, tools and techniques
• Analyse the successful completion of short-and long-term goals
• Conduct quality audits, reviews, and inspections to monitor project performance and identify areas for improvement
• Meet budgetary objectives and make adjustments to project constraints based on financial analysis
• Manage the relationship with clients and all stakeholders and serve as primary contact for client inquiries and concerns throughout the lifecycle of the project
• Maintain project management methodology, processes, templates, and tools to be used across all projects within the organization
• Offer training, coaching, and support to other project managers and teams
• Identify project risks and develop risk mitigation strategies
• Ensure all project resources maintain high level performance and be accountable for resource utilisation
• Oversee resource allocation and utilization across projects
• Secure growth opportunities and initiate new projects

Enterprise Project Manager, ERP

• Cover all aspects of consulting including presales, supporting sales, product demonstrations, analysis, implementation, and end-user training on D365 FO
• Provide expertise and in-depth knowledge of the D365 FO application and evaluate customers’ business processes against standard Microsoft Dynamics functionality
• Document business requirements outlining required actions and expected outcomes
• Collaborate with stakeholders to align requirements with business objectives and understand current and future state processes
• Facilitate customer decision-making and develop functional design documents to guide development
• Conduct user acceptance testing and train customer resources to effectively use and maintain D365 FO
• Design and develop new modifications for existing clients and support previous modifications and ongoing support issues
• Perform fit-gap analyses and solution design; configure and set up D365 FO including planning and executing data migration strategies
• Liaise with product vendors regarding customer or company service issues
• Ensure technical aspects meet required standards for functionality, operability, and documentation
• Work with project managers and team leaders to manage resource changes across projects
• Document as-is and to-be processes within accurate and detailed scoping documents
• Act as communication point between developers and clients; take responsibility for quality assurance and documentation
• Provide production support when required and collaborate with global teams
• Stay current with the latest features and technologies in D365 FO

Dynamics 365 Finance and Operations Functional Consultant

• Cover all aspects of consulting, including presales activities, supporting the sales team, product demonstrations, analysis, implementation, and end-user training on D365 BC
• Provide expertise and in-depth knowledge of the D365 BC application, evaluating customers’ business processes against standard Microsoft Dynamics functionality
• Document business requirements that outline what actions a solution must take and what outcomes are expected
• Collaborate with stakeholders across the organization to ensure a comprehensive set of requirements aligned with business objectives, gaining a full understanding of current and future state business processes
• Facilitate the customer’s decision-making process and develop functional design documents to drive the development process
• Conduct user acceptance testing and train customer resources to effectively use and maintain the D365 BC application
• Design and develop new modifications for existing clients, support previous modifications, and assist with ongoing support issues as needed
• Perform fit-gap analyses and solution design
• Configure and set up D365 BC, including planning and executing data migration strategies
• Liaise with product vendors regarding issues relevant to our customers or the company’s services
• Ensure that all technical aspects of projects meet the required standards for functionality, operability, and documentation
• Work with project managers and team leaders to manage resource changes across projects
• Document "as-is" and "to-be" processes within accurate and detailed scoping documents
• Act as a communication point between developers and clients
• Take responsibility for Quality Assurance and documentation
• Provide production support when required
• Collaborate with global teams
• Stay current with the latest features and technologies in D365 BC

Dynamics 365 BC Functional Consultant

• Cover all aspects of consulting including presales, supporting sales, product demonstrations, analysis, implementation, and end-user training on D365 FO.
• Provide expertise and in-depth knowledge of the D365 FO application and evaluate customers’ business processes against standard Microsoft Dynamics functionality.
• Document business requirements outlining required actions and expected outcomes; document "as-is" and "to-be" processes.
• Collaborate with stakeholders to align requirements with business objectives and facilitate customer decision-making.
• Develop functional design documents to drive development and perform fit-gap analyses and solution design.
• Conduct user acceptance testing and train customer resources to use and maintain D365 FO.
• Design and develop new modifications, support existing modifications, and assist with ongoing support issues.
• Configure and set up D365 FO, including planning and executing data migration strategies.
• Liaise with product vendors regarding customer or company service issues.
• Ensure technical aspects meet required standards for functionality, operability, and documentation; take responsibility for QA and documentation.
• Work with project managers and team leaders to manage resource changes across projects and act as communication point between developers and clients.
• Provide production support when required and collaborate with global teams; stay current with latest D365 FO features and technologies.

Financial Planning and Analysis

• Lead and deliver end-to-end Dynamics 365 F&O implementations across Finance modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, Financial Reporting and Project Accounting.• Work closely with clients to provide expertise and in-depth knowledge of specific Legal Solutions whilst evaluating the client’s business requirements.• Conduct fit-gap assessments, and design optimised financial processes.• Produce relevant documentation e.g. Functional Design Documents as required.• Configure Dynamics 365 F&O to align with client needs while ensuring compliance with accounting standards and industry standards.• Provide strategic financial guidance and best practices for streamlining operations and improving financial efficiency.• Collaborate with cross-functional teams, including technical consultants, CE and Product teams, to deliver integrated solutions.• Support data migration, testing, user training, and post-go-live support.• Stay up to date with Dynamics 365 F&O advancements and recommend enhancements to clients.• Act as an expert in sa.global’s IP, ensuring clients receive tailored and innovative solutions.• Participate in UK and European pre-sales activities as requested.• Provide guidance and mentoring to consultants, associates, clients; supporting their development and knowledge.• Ongoing commitment to continuous professional development; completing relevant certifications in a timely manner when necessary.• Represent the business professionally and positively at all times.

Lead D365 Finance Consultant

• Deliver all projects on time, within scope and budget, meeting required quality standards
• Define and manage project scope, deliverables, and objectives with stakeholders
• Plan resources and delegate tasks based on strengths, skill sets, and availability
• Manage changes to project scope, schedule, and costs using established change control processes
• Track and assess project performance using appropriate tools and methodologies
• Analyse completion of short- and long-term goals across multiple projects
• Ensure financial accountability and adjust project plans based on financial analysis
• Regularly meet with clients to gather requirements, provide updates, and ensure satisfaction
• Serve as the primary point of contact for client enquiries, escalations, and ongoing communication
• Ensure adherence to internal governance standards and project delivery frameworks
• Identify, assess, and proactively manage risks and issues, including recovery planning where needed
• Manage key performance indicators, mitigate risks, resolve escalations, and build strong client relationships
• Take on additional reasonable duties as required by leadership

Functional Consultant – HomebuilderONE

Resourcing Partner

Sales Director

Senior Account Manager

Senior Presales Consultant

Shared Services Accountant

Lead Recruiter, IT

Senior Functional Consultant, Dynamics 365 FO

Enterprise Project Manager, ERP

Dynamics 365 Finance and Operations Functional Consultant

Dynamics 365 BC Functional Consultant

Dynamics 365 Finance and Operations Functional Consultant

Lead D365 Finance Consultant

Senior Project Manager