Dynamics 365 Field Service Support and Training Specialist

1 month ago

Toronto ON, Canada FIELDBOSS Full time

FIELDBOSS

Elevating Service Excellence in Elevator and HVAC Contracting

Dynamics 365 Support and Training Consultant

- Toronto, Ontario

- Full-Time (Remote or Hybrid)

- Member of and Reporting to the FIELDBOSS Product and Support Team

JOB OVERVIEW:

FIELDBOSS is an innovative, flexible field service management solution, built on Microsoft Dynamics 365 and designed for elevator, HVAC, and specialty contractors. The organization is led by a team of CPAs and Microsoft Certified Technology Specialists who have been providing the highest level of service in the Microsoft solution consulting industry since 1989.

We're in search of a FIELDBOSS Front Line Support and Training Consultant with a strong background in either HVAC or Elevator Mechanical Contracting or Microsoft Dynamics 365, software support, and customer service. As a member of our product team, you will be responsible for providing expert advice, support, and training to our valued clients across North America.

KEY RESPONSIBILITIES:

Client Customer Service, Training, Support, and Troubleshooting

  • Provide timely and accurate response to FIELDBOSS support requests via phone, email, or online.
  • Build and maintain strong relationships with clients, understanding their unique challenges, and deploying effective solutions.
  • Conduct training sessions and recommend best practices for clients to maximize their understanding and use of FIELDBOSS.
  • Troubleshoot and resolve software issues swiftly, ensuring uninterrupted client operations.
  • Log client interactions and issue resolutions with clarity and conciseness.
  • Perform comprehensive client system audits to assess client efficiency, including monitoring storage and licensing.

Product Team Collaboration

  • Document client customization requests and provide prudent recommendations per our customization policy.
  • Provide feedback to the product and engineering teams about potential improvements and client needs.
  • Collaborate with the product team to ensure a seamless client experience.

Continuous Learning and Improvement

  • Keep in sync with Microsoft 365 and Dynamics 365 updates, future trends, and shifting landscapes.
  • Stay on the pulse of FIELDBOSS product enhancements and transitions.
  • Uphold current software certifications, as relevant to the role.

REQUIREMENTS AND SKILLS

  • High-level effective communication, interpersonal, and customer service skills
  • Prior experience in software support or consulting, or a related customer service role
  • Proficiency in Microsoft Dynamics 365, including the abilities to:
  • Craft and modify views, charts, and dashboards
  • Create and adjust workflows and business rules
  • Customize forms
  • Quick adoption and grasp of emerging technologies
  • Solid problem-solving and analytical skills

WHY FIELDBOSS?

By joining us at FIELDBOSS, you're enlisting in a forward-thinking community, dedicated to helping our clients modernize their systems, improve profitability, and realize growth. As a dynamic software support professional, you'll ensure our clients can effectively capitalize on our all-in-one field service management solution, impeccable service, and dedicated, exciting work environment—all hallmarks of our FIELDBOSS culture.

At FIELDBOSS, we believe our biggest asset is our people. That’s why we offer comprehensive employee benefits, including:

  • Competitive compensation
  • Benefits package
  • Career advancement opportunities

We are your strategic partners in change management, waiting for you to take the next step.

To learn more, visit and follow us on LinkedIn

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