Business Development Consultant Job Description Template
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Business Development Representative Job Description Template
A business development representative (BDR) is an integral part of a company's sales team, responsible for generating new business opportunities and qualifying leads to grow the company's client base. BDRs focus on lead generation, outreach, and cold calls to connect with potential customers. Their work supports account executives and the broader sales team, helping to fill the sales pipeline with qualified leads.
A successful BDR bridges the gap between marketing campaigns and actual sales efforts by ensuring that every lead is properly nurtured and aligned with the company's sales goals. BDRs are valuable assets for creating long-lasting business relationships and driving business growth.
Use this business development representative job description template to attract talented candidates who have the communication skills, negotiation skills, and drive necessary to help your company grow. If you're seeking to find experienced BDRs, platforms like Upwork can connect you with qualified professionals.
Job Overview
We are looking to hire a proactive business development representative (BDR) to support our sales team by identifying and qualifying leads, initiating cold calls, and managing inbound leads. The BDR will be responsible for sourcing potential clients through a mix of outbound strategies, including social selling via platforms like LinkedIn and CRM automation. You will act as the first point of contact for potential customers, helping to establish relationships and drive new business opportunities for the company.
The role also involves market research to stay up-to-date on market trends and competitors, enabling BDRs to better position the company's products during outreach. The ideal candidate will possess strong interpersonal skills and the ability to juggle multiple conversations simultaneously. As part of a fast-paced environment, the BDR will collaborate closely with both the sales team and the marketing team to ensure that all leads are effectively nurtured through the sales pipeline.
This is an excellent role for someone looking to build a career in sales and gain valuable experience in business development, lead generation, and customer relationship management.
Key Responsibilities
As a business development representative, you will be responsible for:
- Lead generation. Research, identify, and connect with potential clients using a mix of outbound tactics like cold calls, social selling, and emails.
- Qualifying leads. Assess potential customers to align them with the company's ideal client profile before handing them off to an account executive for further engagement.
- CRM management. Update and maintain accurate data in the company's CRM software, including Salesforce, to track interactions and monitor lead generation progress.
- Market research. Stay updated on market trends, competitors, and customer pain points to better position the company's products during outreach and social media efforts.
- Team collaboration. Work closely with sales reps, account executives, and the marketing team to align lead-generation efforts with marketing campaigns and overall sales strategies.
- Sales pipeline management. Transition qualified leads into the sales pipeline for further engagement by the sales team.
- Follow-ups. Conduct timely follow-ups with inbound and outbound leads to move them through the sales pipeline for ongoing engagement.
- Tracking metrics. Monitor sales metrics and performance data to meet monthly and quarterly quotas. Use data to analyze the effectiveness of outreach strategies and improve overall performance.
Qualifications and Skills
To be considered for the role of business development representative, candidates should meet the following criteria:
- Education. A bachelor's degree in business, marketing, or a related field.
- Experience. 1-3 years of experience in a sales development or business development role, ideally in a B2B setting. Experience in lead generation for SaaS or tech companies is a plus.
- CRM tools. Proficiency in CRM software like Salesforce to track leads, manage interactions, and maintain an organized sales pipeline.
- Communication skills. Excellent verbal and written communication skills, with an emphasis on building rapport and relationship management. Must be able to convey complex ideas in simple terms to potential customers.
- Sales process. Familiarity with the sales process from prospecting to closing and an understanding of key lead qualification criteria.
- Time management. Strong organizational and time management skills, with the ability to handle multiple tasks, manage cold calls, and follow up on leads in a timely manner.
- Negotiation skills. Strong negotiation skills to guide potential clients through the early stages of the sales process.
- Interpersonal skills. The ability to build relationships quickly and collaborate effectively with stakeholders both inside and outside the company.
About Our Company
[Company Name] is an industry-leading [Industry] company committed to driving business growth through innovative solutions and strong client relationships. We believe that our sales team is the backbone of our success, and we work hard to cultivate a culture of collaboration, growth, and excellence. Our team is passionate about building strong relationships with potential customers and delivering exceptional value at every stage of the customer journey.
By joining our team, you'll have the opportunity to grow your career, work with talented professionals, and contribute to our company's long-term success.
Business Development Consultant Hiring Resources
Explore talent to hireBusiness Development Consultants you can meet on Upwork
- $50/hr$50 hourly
Muhammad S.
- 5.0
- (32 jobs)
Neu-Isenburg, HEBusiness Development Consultants
dbtBigQuerySalesforce Service CloudVisualforceWeb ComponentSalesforce App DevelopmentBusiness Applications ConsultationSalesforce Sales CloudCI/CDSalesforceCRM SoftwareApexSalesforce LightningSalesforce CRMAPI IntegrationI’m a Salesforce & AI Solutions Architect with 8 Salesforce certifications and 5+ years of hands-on experience designing scalable CRM, fintech, and AI-powered automation systems. I specialize in combining Salesforce, Data Engineering, and AI to build intelligent systems that don’t just store data. They drive decisions. 🤖 AI & Intelligent Automation Expertise I design and implement AI-powered solutions inside and outside Salesforce, including: • GPT / LLM integrations (OpenAI, Gemini, Claude, Perplexity) • Salesforce Agentforce & AI Agents • AI-driven Opportunity insights & forecasting • AI-powered Case routing & summarization • Automated document analysis & PDF intelligence • Revenue anomaly detection (ARR/MRR analytics) • AI chatbots for Communities & Websites • Predictive lead scoring models • Stripe + subscription intelligence systems • Natural language to dashboard/report generation I help companies move from static dashboards to intelligent decision systems. 🧠 Advanced Salesforce Development ✔ Apex (Triggers, Batch, Queueable, Schedulable) ✔ Lightning Web Components (LWC) ✔ Visualforce (PDF generation, document automation) ✔ Flow & Process Automation ✔ Platform Events & Async Architecture ✔ API Integrations (REST/SOAP) ✔ Custom Metadata & Scalable Architecture ✔ Governor-limit optimized, bulk-safe code I follow clean architecture principles, maintain high test coverage, and ensure scalable design patterns. ☁ Salesforce Cloud Expertise • Sales Cloud • Service Cloud • Experience Cloud • Field Service Lightning (FSL) • Marketing Cloud & Pardot • Nonprofit Cloud • Financial Services Cloud • Health Cloud 💳 Fintech & Payment Integrations Strong experience integrating Salesforce with: Stripe (Subscriptions, Webhooks, Billing Automation) Payrix / Rainforest QuickBooks SAP DocuSign / AdobeSign Twilio Marketo Jira Slack Mailchimp WordPress SharePoint I’ve built real-time subscription sync engines, invoice automation, payment reconciliation systems, and ARR/MRR tracking models. 📊 Data Engineering & Revenue Intelligence Beyond Salesforce, I work heavily in: • BigQuery • PostgreSQL • dbt (medallion architecture) • Fivetran / Stitch / Segment • Reverse ETL • Revenue modeling (ARR, MRR, TCV, churn) • Automated snapshot comparisons • Subscription normalization models If your Salesforce data isn’t aligned with Finance. I fix that. 🔄 End-to-End Services Salesforce Development Custom apps API integrations Advanced automation AI-enhanced CRM workflows Performance optimization Salesforce Administration Security & role design Validation rules Approval processes Page layout optimization Automation cleanup Data Migration & System Modernization Legacy CRM migration ETL design Data cleansing Schema optimization 🎯 Why Clients Work With Me • I think like an architect, not just a developer • I combine CRM + AI + Data (rare skill combination) • I build long-term scalable systems • I care about business impact, not just technical delivery • Clear communication & structured delivery 💡 Recent Types of Projects AI-powered revenue forecasting system Stripe to Salesforce real-time sync engine ARR movement tracking automation Intelligent case management with LLM summarization AI university-matching platform Salesforce-triggered fintech automation pipelines - $50/hr$50 hourly
Jeffrey L S.
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- (2 jobs)
Waverly, TNBusiness Development Consultants
SQL ProgrammingBusiness AnalysisBusiness Applications ConsultationjQuerydBaseAgile Software DevelopmentManagement SkillsVisual BasicC#ASP.NET MVCInformation technology professional with 20 years extensive background in computer repair, maintenance, software application development, web application development, AWS architecture, Network engineering, data analysis, business process analysis, and management. Flexible and focused, with strong analytical and problem-solving abilities. Additionally, have experience in information technology leadership and management. Capabilities include: Information technology leadership and management experience Experienced in managing in the technology field and the business field Software development (VB6, VB.NET, C++, Java, C#, Objective C, Python, React) Computer system installation, maintenance, and troubleshooting. Application troubleshooting. Customer service and technical, phone support and on-site field support HTML / XML / ASP / ASP.NET / PHP / Java Script / CSS / Json /Typescript /Yaml / jQuery Word / Excel / Outlook / Access / FrontPage / Dream Weaver Windows all versions. Mac OS all versions. SQL Server All versions. MySQL and PostgresSQL Windows server all versions. IIS all versions Network Administration Business / Data Analysis/ Information Systems Have tortured Many students in the IT area. - $40/hr$40 hourly
Gourav G.
- 4.9
- (43 jobs)
New Delhi, DELHIBusiness Development Consultants
SalesforceSalesforce EinsteinCRM DevelopmentSalesforce CRMSalesforce Sales CloudDashboardSalesforce App DevelopmentApexCPQ SoftwareAutomated WorkflowSalesforce Service CloudSalesforce LightningBusiness Applications ConsultationVisualforceAppExchangeCertified Salesforce Developer with 7,000+ Hours & $200K+ Earned on Upwork Hi, I'm Gourav, a Salesforce Certified Developer, Administrator, and App Builder with deep expertise in designing, customizing, and integrating Salesforce solutions for enterprise clients. I specialize in: ✅ Classic to Lightning Migrations ✅ Flow Builder & Process Automation ✅ REST/SOAP API Integrations ✅ Field Service Lightning ✅ Visualforce & Apex Development ✅ Third-Party App Integrations (Slack, Stripe, PayPal, Tipalti, etc.) 🛡 Why Choose Me? ● 100% Job Success | Top Rated ● 7,000+ Hours Worked | $200k+ Earned ● Trusted by healthcare, fintech & SaaS clients Let's connect to discuss your Salesforce challenges and solve them together.
- $50/hr$50 hourly
Muhammad S.
- 5.0
- (32 jobs)
Neu-Isenburg, HEBusiness Development Consultants
dbtBigQuerySalesforce Service CloudVisualforceWeb ComponentSalesforce App DevelopmentBusiness Applications ConsultationSalesforce Sales CloudCI/CDSalesforceCRM SoftwareApexSalesforce LightningSalesforce CRMAPI IntegrationI’m a Salesforce & AI Solutions Architect with 8 Salesforce certifications and 5+ years of hands-on experience designing scalable CRM, fintech, and AI-powered automation systems. I specialize in combining Salesforce, Data Engineering, and AI to build intelligent systems that don’t just store data. They drive decisions. 🤖 AI & Intelligent Automation Expertise I design and implement AI-powered solutions inside and outside Salesforce, including: • GPT / LLM integrations (OpenAI, Gemini, Claude, Perplexity) • Salesforce Agentforce & AI Agents • AI-driven Opportunity insights & forecasting • AI-powered Case routing & summarization • Automated document analysis & PDF intelligence • Revenue anomaly detection (ARR/MRR analytics) • AI chatbots for Communities & Websites • Predictive lead scoring models • Stripe + subscription intelligence systems • Natural language to dashboard/report generation I help companies move from static dashboards to intelligent decision systems. 🧠 Advanced Salesforce Development ✔ Apex (Triggers, Batch, Queueable, Schedulable) ✔ Lightning Web Components (LWC) ✔ Visualforce (PDF generation, document automation) ✔ Flow & Process Automation ✔ Platform Events & Async Architecture ✔ API Integrations (REST/SOAP) ✔ Custom Metadata & Scalable Architecture ✔ Governor-limit optimized, bulk-safe code I follow clean architecture principles, maintain high test coverage, and ensure scalable design patterns. ☁ Salesforce Cloud Expertise • Sales Cloud • Service Cloud • Experience Cloud • Field Service Lightning (FSL) • Marketing Cloud & Pardot • Nonprofit Cloud • Financial Services Cloud • Health Cloud 💳 Fintech & Payment Integrations Strong experience integrating Salesforce with: Stripe (Subscriptions, Webhooks, Billing Automation) Payrix / Rainforest QuickBooks SAP DocuSign / AdobeSign Twilio Marketo Jira Slack Mailchimp WordPress SharePoint I’ve built real-time subscription sync engines, invoice automation, payment reconciliation systems, and ARR/MRR tracking models. 📊 Data Engineering & Revenue Intelligence Beyond Salesforce, I work heavily in: • BigQuery • PostgreSQL • dbt (medallion architecture) • Fivetran / Stitch / Segment • Reverse ETL • Revenue modeling (ARR, MRR, TCV, churn) • Automated snapshot comparisons • Subscription normalization models If your Salesforce data isn’t aligned with Finance. I fix that. 🔄 End-to-End Services Salesforce Development Custom apps API integrations Advanced automation AI-enhanced CRM workflows Performance optimization Salesforce Administration Security & role design Validation rules Approval processes Page layout optimization Automation cleanup Data Migration & System Modernization Legacy CRM migration ETL design Data cleansing Schema optimization 🎯 Why Clients Work With Me • I think like an architect, not just a developer • I combine CRM + AI + Data (rare skill combination) • I build long-term scalable systems • I care about business impact, not just technical delivery • Clear communication & structured delivery 💡 Recent Types of Projects AI-powered revenue forecasting system Stripe to Salesforce real-time sync engine ARR movement tracking automation Intelligent case management with LLM summarization AI university-matching platform Salesforce-triggered fintech automation pipelines - $50/hr$50 hourly
Jeffrey L S.
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- (2 jobs)
Waverly, TNBusiness Development Consultants
SQL ProgrammingBusiness AnalysisBusiness Applications ConsultationjQuerydBaseAgile Software DevelopmentManagement SkillsVisual BasicC#ASP.NET MVCInformation technology professional with 20 years extensive background in computer repair, maintenance, software application development, web application development, AWS architecture, Network engineering, data analysis, business process analysis, and management. Flexible and focused, with strong analytical and problem-solving abilities. Additionally, have experience in information technology leadership and management. Capabilities include: Information technology leadership and management experience Experienced in managing in the technology field and the business field Software development (VB6, VB.NET, C++, Java, C#, Objective C, Python, React) Computer system installation, maintenance, and troubleshooting. Application troubleshooting. Customer service and technical, phone support and on-site field support HTML / XML / ASP / ASP.NET / PHP / Java Script / CSS / Json /Typescript /Yaml / jQuery Word / Excel / Outlook / Access / FrontPage / Dream Weaver Windows all versions. Mac OS all versions. SQL Server All versions. MySQL and PostgresSQL Windows server all versions. IIS all versions Network Administration Business / Data Analysis/ Information Systems Have tortured Many students in the IT area. - $40/hr$40 hourly
Gourav G.
- 4.9
- (43 jobs)
New Delhi, DELHIBusiness Development Consultants
SalesforceSalesforce EinsteinCRM DevelopmentSalesforce CRMSalesforce Sales CloudDashboardSalesforce App DevelopmentApexCPQ SoftwareAutomated WorkflowSalesforce Service CloudSalesforce LightningBusiness Applications ConsultationVisualforceAppExchangeCertified Salesforce Developer with 7,000+ Hours & $200K+ Earned on Upwork Hi, I'm Gourav, a Salesforce Certified Developer, Administrator, and App Builder with deep expertise in designing, customizing, and integrating Salesforce solutions for enterprise clients. I specialize in: ✅ Classic to Lightning Migrations ✅ Flow Builder & Process Automation ✅ REST/SOAP API Integrations ✅ Field Service Lightning ✅ Visualforce & Apex Development ✅ Third-Party App Integrations (Slack, Stripe, PayPal, Tipalti, etc.) 🛡 Why Choose Me? ● 100% Job Success | Top Rated ● 7,000+ Hours Worked | $200k+ Earned ● Trusted by healthcare, fintech & SaaS clients Let's connect to discuss your Salesforce challenges and solve them together. - $60/hr$60 hourly
Waseem S.
- 4.9
- (23 jobs)
Multan City, PakistanBusiness Development Consultants
ReportZoho CreatorBusiness Applications ConsultationFinancial AccountingZoho CRMScripts & UtilitiesMicrosoft Power BI Data VisualizationGoogle Apps ScriptZoho AnalyticsSQLSAP Crystal ReportsSisenseKlipfolioTableauData Visualization✨ My name is Waseem Saeed. I am a data professional with over 13 years of experience in automating data-driven reports, data extraction, data cleansing, data transformations, data visualizations, and data application development. Tell me your goals, and I will turn them into technical reality. Why I'm a good fit❓ ⚡Over 13 years of experience ⚡TOP-RATED ⚡𝟏𝟎𝟎% Job Success Score ⚡500+ Reports/Visualizations Delivered for 20+ different industries ⚡120+ Satisfied Clients Worldwide ⚡150+ Projects Completed ⚡Always up for Challenges ⚡Honest, Energetic, Trustworthy, and Detail Oriented ⌚Full-time freelancer Tools & Technologies I am offering services in: 🔥Tableau 🔥Microsoft Power BI 🔥Zoho Analytics 🔥Looker Studio / Google Data Studio 🔥Klipfolio 🔥Sisense 🔥SAP Crystal Reports 🔥SQL (Google BigQuery, Microsoft SQL Server, MySQL, PostgreSQL) 🔥Automation via Zapier | Integromat | Zoho Flow 🔥Google Sheet | Google Apps Script 🔥Microsoft Excel | Excel VBA Superstar in these skills: 🟢 ETL Data Pipelines 🟢 Creating complex SQL queries 🟢 Real-time, Concise, and Beautiful Dashboards 🟢 Business Intelligence Reporting i.e., providing actionable insights to solve business problems 🟢 Automation workflows I am a highly skilled and experienced business analyst with a proven track record of success in developing and implementing data-driven solutions. I am confident that I can use my skills and experience to help you achieve your business goals. I am also a highly motivated and results-oriented individual. I am always willing to go the extra mile to get the job done. I am confident that I can be a valuable asset to your team. I am a strategic problem solver. I want to truly understand your business needs and partner with you to develop technical solutions that produce value for your business. I combine my highly decorated educational background with practical business experience to deliver winning business and technical solutions for my clients. I am skilled at developing strategic solutions that ensure your business doesn't just win today but maintains the flexibility to grow in the future. I am available for short-term or long-term projects. I am also available to work remotely. Thank you for your time and consideration. ✱ Keywords ✱ business analyst, data analyst, data visualization, data science, data mining, data warehousing, ETL, SQL, BigQuery, Tableau, Google Looker Studio, Sisense, Klipfolio, Zoho Analytics, data modeling, data analysis, data interpretation, data presentation, stakeholder management, project management, agile methodology, data privacy, data security, row-level security, Microsoft Power BI, Zoho, dashboards, reports, Business Intelligence, ETL pipeline, Crystal Reports, Google Data Studio, Google Apps Script, automation, Deluge, Excel, VBA, Power BI Reporting, Power BI dashboards, Microsoft PowerApps, Data Warehouse, Microsoft Power Automate, Data Scientist, Sales, Finance, Marketing, Executive, HR, Quickbooks, Xero, BI Developer, Facebook, Google Ads, Supermetrics, Hevo, Stitchdata, Zapier, Integromat, Make, Zoho Flow - $60/hr$60 hourly
Maria Graciela M.
- 5.0
- (60 jobs)
San Salvador, SSBusiness Development Consultants
Microsoft ExcelIT ConsultationBusiness Applications ConsultationMicrosoft SharePointOffice 365Artificial IntelligencePower QueryAPI IntegrationSQLMicrosoft PowerAppsAutomationMicrosoft Power AutomateMicrosoft 365 CopilotBusiness TransformationAzure Cognitive ServicesI've collaborated with companies from all over the world in projects of varying natures that have resulted in hours of manual work saved, reduced error rates and increased productivity. This has led to happy clients that can focus on activities that add more value to their core business. I use my mix of technology expertise and financial background to find, design, develop and implement the right solution for each business requirement, whether it's simple tasks or company-wide impact processes. In the last four years, I've been using Microsoft's Power Platform, Office 365 and Azure stack to continuously discover automation opportunities and re-imagine processes. My experience ranges from optimising data entry tasks to end-to-end automations such Vendor Invoice Processing and Customer Billing. Toolkit I've been working with: Power Automate, Power Apps, Azure's Artificial Intelligence products, Microsoft Graph API, MS Excel (VBA, Power Query, Power Pivot), MS Access. SQL Server, Power BI (Mainly data prep), Visual Studio (C# and Analysis Services), SharePoint, Planner. Microsoft Certifications: Power Platform Functional Consultant, Power Platform Solution Architect & Azure AI Fundamentals - $65/hr$65 hourly
Irfan K.
- 5.0
- (17 jobs)
Dubai, DUBusiness Development Consultants
OracleEnterprise Resource PlanningEnterprise ArchitectureProject ManagementInternational Financial Reporting StandardsBusiness Applications ConsultationAsset ManagementAccounts ReceivableAccounts PayableProject Management ProfessionalOracle Fusion MiddlewareBusiness AnalysisOracle Fusion ApplicationsOracle E-Business SuiteGeneral LedgerOracle CloudOracle Financials ApplicationsChartered Accountant and Oracle Fusion consultant with 19 years in enterprise ERP, the last 7 delivering Oracle Fusion Financials and Supply Chain implementations end to end. I configure the system and speak the finance language your team actually uses, so the ERP works the way your business runs, not the way a manual says it should. What I do: - Oracle Fusion Financials: GL, AP, AR, Fixed Assets, Cash Management, Expenses, Tax. Setup, configuration, and BAU support. - Oracle Fusion SCM: Procurement, Inventory, Supplier Portal, Order Management. - Functional consulting and business analysis: requirements, process design, gap analysis, month-end close, IFRS 15 and IFRS 16 treatment, reconciliations, approval workflows. - Reporting and integrations: BI Publisher, OTBI, SmartView, OIC. - ERP and EPM delivery / project management: I lead Oracle programs as the client-side delivery lead, coordinating your business users and the implementation partner to keep scope, quality, and go-live on track. Most recently I ran three multi-month Oracle EPM Planning delivery engagements for a UK enterprise client in this role. Where I add the most value: I sit between finance and IT. I have closed books as an accountant and configured the systems that close them. Fewer translation errors, cleaner requirements, and a system your finance team trusts on day one. Track record: - 19 years across Oracle Fusion, E-Business Suite, and enterprise transformation in construction, real estate, and EPCI. - Multi-entity, multi-market Oracle Fusion rollouts, including a 12-market deployment. - 100% Job Success and Top Rated on Upwork, 1,500+ hours delivered. - 5-star client reviews for IFRS 15 support ("a real SME"), ERP analysis, and Fusion security work. Certifications: Chartered Accountant (FCA), Oracle Fusion Cloud Financials, PMP, CISA, TOGAF Enterprise Architecture Practitioner. Good fit if you need: a full Oracle Fusion implementation, a specific module set up or fixed, an experienced client-side delivery lead or PM for an Oracle or EPM program, month-end or IFRS compliance help, or a functional consultant for ongoing BAU. Tell me the problem you are solving and I will come back with a targeted, practical plan, whether that is a full implementation, a module enhancement, or issue resolution. - $40/hr$40 hourly
Devang C.
- 5.0
- (160 jobs)
Ahmedabad, GJBusiness Development Consultants
AI PlatformAI ConsultingAI Agent DevelopmentAI DevelopmentData AnalyticsMicrosoft Power BIAPI IntegrationAutomationAutomated WorkflowChatbotMicrosoft 365 CopilotBusiness Applications ConsultationOffice 365Microsoft Power AutomateMicrosoft PowerAppsI help businesses implement practical AI-powered solutions that automate processes, reduce costs, improve team efficiency, and turn business data into intelligent systems. With 7+ years in the Microsoft ecosystem, Power Platform and AI space (Power Apps Code Apps, Power Automate, Copilot, AI Foundry, and Microsoft Agent Framework), and in business systems architecture, I work as a technology partner to organizations seeking to replace manual processes with intelligent, scalable solutions. I help organizations move beyond AI experiments into production-ready solutions that deliver measurable efficiency gains. Here are some of the automations I have implemented for businesses: Clinical Trial Management System Automated Invoice Management System (AI OCR + approval workflows) Quote Builder & Quote Management Application Project Stage / Milestone Tracking Application Law Firm Case Management System Lead, Project & Staff Allocation System Leave Management System Document Management System (SharePoint + Power Platform) Inventory Management System Employee Assessment & Skill Evaluation Platform Research Project Management System If you’re looking for someone who understands both technology and business processes, I’d be glad to help. - $60/hr$60 hourly
Faith C.
- 4.6
- (43 jobs)
Quatre Bornes, PWBusiness Development Consultants
Office 365Business Applications ConsultationERP SoftwareMicrosoft Power BI DevelopmentWeb Services DevelopmentMicrosoft Dynamics DevelopmentMicrosoft Dynamics 365Microsoft Dynamics ERPMicrosoft SharePoint AdministrationMicrosoft Power BI Data VisualizationAndroid App DevelopmentSQLMicrosoft SharePointSQL Server Integration ServicesI’m a Microsoft Dynamics 365 Business Central Developer with a solid finance background and over 5 years of experience in ERP implementation, customization, reporting, and automation. I also specialize in Power BI for interactive dashboards and data analytics, delivering end-to-end business solutions that are reliable, efficient, user-friendly, and seamlessly integrated. 🔧 Technical Expertise: Dynamics NAV & Business Central: Experience with versions NAV 2009–2018 and Business Central • Customizations: Tables, reports, pages, codeunits, queries, job queues • AL & C/AL development • Workflow creation with approval cycles • NAV-to-CRM integration • NAV payroll and LS Retail implementation • NAV system upgrades and client/server configuration • Data migration between companies using C/AL • Web service integrations with third-party systems Power Platform: • Power BI: Design and deployment of interactive dashboards and KPI-driven reports for finance, operations, and management teams • Power Automate: Automating business processes and integrating with Dynamics 365 and third-party systems Client Engagement & Support: • Gathering and analyzing client requirements • Training users on NAV/BC functionality • Providing technical support and best practices to ensure system reliability and uptime - $59/hr$59 hourly
Muhammad G.
- 4.9
- (72 jobs)
Wishaw, SCOTLANDBusiness Development Consultants
Financial AccountingBusiness AnalysisBusiness Process AutomationMicrosoft Dynamics GPMicrosoft Azure SQL DatabaseData AnalysisBusiness Applications ConsultationERP SoftwareSolution Architecture ConsultationMicrosoft Dynamics CRMMicrosoft Power BIMicrosoft Dynamics ERPMicrosoft Dynamics DevelopmentMicrosoft Dynamics 365Data MigrationMicrosoft Dynamics 365 Business Central Consultant | Microsoft Dynamics NAV | Microsoft Power BI | Power Automate | Financial Analysis | Data Analysis Experienced in Business Central Sass, Business Central on premise, NAV 2009, 2013, 2015, 2016, 2017 & 2018. As a seasoned Microsoft Dynamics Business Central and Microsoft Dynamics NAV Functional Consultant with 12 years of practical experience, I have successfully delivered standard and bespoke solutions for clients. My expertise spans the entire ERP implementation lifecycle, from project requirement analysis to design, GAP analysis, FRD writing, configuration, setup, testing, training, and go-live support. When engaging with a client for Business Central Implementation, my objective is to first understand their business processes and ask "WHY," as a successful implementation relies on the consultant's ability to comprehend the logic behind a process. My areas of expertise within Business Central include Finance & Accounting Inventory & Warehousing (Simple and advanced warehousing) Purchases & Payables Sales & Receivables Purchase & Sales Orders Processing Supply Chain Contacts & Marketing Jobs and WIP Users & Permissions. My skills include: • Business process analysis and requirements gathering • Gap Analysis • Project scoping • Functional Design & Functional Requirement documentation • Setup, Configuration & Implementation of MS Dynamics Business Central • Creating Dynamics workflows with approval cycle • User Acceptance Test & User-training • Process design • Data Migration, maintenance and up-gradation to Dynamics BC • Integration between Other System and Microsoft Dynamics Business Central • Reports development. RDLC and Word reports for Business Central • Go Live Support to MS Dynamics Customers • Data Analysis • Dashboards and reports in Microsoft Power BI • Power Automate Additionally, I excel in IT Consultancy, Management Consultancy, Financial modelling, Budgeting, Financial statements, including Cash flows in Excel, KPI and Business Intelligence Reporting, Microsoft Power BI, Data Analysis, Excel reporting, pivot tables, Power Query and complex formulas, Access, Excel, VBA, and database programming, Business process improvements, System Review and Bookkeeping. As a dedicated professional, I prioritize accuracy and timely project delivery. Eager to collaborate with you. Microsoft Dynamics 365 Business Central MS Dynamics 365 Business Central Microsoft Business Central Microsoft Dynamics Business Central MS Dynamics Business Central MS Business Central D365 (BC) Dynamics (BC) #Dynamics365Architect | #FunctionalConsultant | #IndependentConsultant | #SystemReview | #DynamicsBestPractices| #DataMigration | #PowerBIDataAnalytics | #MicrosoftDynamicsNAV | #MicrosoftDynamics365 | #MicrosoftDynamics365BusinessCentral | #MicrosoftDynamics365BusinessCentralConsultant | #MicrosoftDynamics365BusinessCentralAnalyst | #MicrosoftDynamics365BusinessCentralImplementer | #ERPConsultant | #ITConsultant | #ManagementConsultant | #MicrosoftBusinessCentral | #MicrosoftDynamicsBusinessCentral | #MicrosoftBusinessCentral | #BusinessCentral | #MicrosoftBusinessCentralExpert | #MicrosoftDynamicsBusinessCentralExpert |#MSBusinessCentral |#MSDynamics |#ERPImplementer |#Navision | #MSDynamicsCRM |#MicrosoftDynamics365 |#MicrosoftBC Want to browse more talent?
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