Sales Specialist - Microsoft Dynamics F&O

About the role

The Microsoft Dynamics F&O ERP Sales Specialist is a mid-level, quota-carrying sales role responsible for pursuing and closing Microsoft Dynamics F&O ERP opportunities generated by the firm. These opportunities originate from existing Forvis Mazars clients, internal colleague referrals, and firm-supported marketing initiatives. This role is ideal for a consultative seller who enjoys partnering with consulting teams to deliver well-scoped, right-sized ERP solutions. The Sales Specialist works closely with Sales Development Representatives (SDRs), Microsoft Dynamics F&O solution architects, marketing, and delivery teams, owning the sales process from qualified lead through close and handoff to implementation.

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

Responsibilities

• Pursue qualified Microsoft Dynamics F&O ERP opportunities sourced from existing clients, internal referrals, and marketing-supported initiatives
• Own the full sales cycle from discovery through proposal development, pricing coordination, contract negotiation, and close
• Conduct discovery conversations to understand client business needs, operational challenges, and growth objectives
• Position Microsoft Dynamics F&O ERP capabilities and Forvis Mazars services in a consultative, value-driven manner
• Translate client requirements into well-scoped Microsoft Dynamics F&O ERP solutions in partnership with solution architects and delivery leaders
• Develop and deliver client-facing presentations and solution discussions tailored to executive and operational stakeholders
• Collaborate closely with Sales Development Representatives for lead handoff and progression
• Collaborate with Business Developers on account expansion and cross-service opportunities
• Work with Marketing on campaign-driven leads and messaging feedback
• Partner with Delivery and practice teams to ensure accurate scoping and smooth transition to implementation
• Maintain accurate pipeline visibility, forecasting, and sales activity tracking within the firm's CRM system
• Meet or exceed assigned revenue targets and sales performance expectations

Qualifications

• Minimum Qualifications
  • 3-5+ years of experience in B2B sales, preferably within ERP or cloud software sales, professional services or consulting, technology-enabled business solutions
  • Proven ability to manage and close complex, consultative sales opportunities
  • Strong written and verbal communication skills with a professional, client-facing presence
  • Ability to articulate business value and align solutions to client needs
  • Experience working with CRM platforms (Salesforce, Dynamics, HubSpot, or similar)
• Preferred Qualifications
  • Experience selling or supporting Microsoft Dynamics F&O ERP or other cloud-based ERP platforms
  • Background in accounting, advisory, or professional services environments
  • Familiarity with multi-stakeholder, mid-market sales cycles

Benefits

• Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service.
• To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.