Manager - D365 Managed Services

Location: San Diego
Posted on: June 23, 2025

Job Description:

To support our double-digit growth goals, BDO Digital seeks a Manager who will be part of an Enterprise Business Applications (EBA) team supporting customers in the areas of EBA Managed Services, in addition to Operational Excellence efforts. This role will manage the day-to-day operations of the Dynamics Managed Support team. The primary focus of the role will be to manage client relationships, including escalations, support request triage and resource assignments. The role develops and implements processes, policies, and improvements in the delivery of customer support. The role also ensures the support team is trained, tools are in place, and processes are both communicated and executed to ensure support services can be delivered efficiently and at a consistent level of quality. The individual in this role will support areas within ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), HCM (Human Capital Management) and other related business applications functioning as a key resource for our clients spanning, finance, product distribution, manufacturing, job costing, field service, sales, marketing, service, and reporting. Job Duties: Managed Services: Provides functional and technical support of EBA solutions and related technologies Develops and enhances service delivery, business process documentation, and tools to ensure repeatability and standardization Alerts, escalates, and manages internal and client risks Coordinates, communicates with, and supervises the Managed Services team Balances assignments and workloads of multiple clients in various global regions Drives customer delivery performance, service improvements, and quality Identifies, investigates, and implements new processes/tools/products/services for the improvement of Managed Services Manages multiple client relationships and ensures customer satisfaction Manages incident and escalation issues Manages all client priority incidents while providing ongoing email and voice communication Works with technology and business owners to resolve issues Owns and drives completion of key workstreams as directed by leadership Strategy, Requirements & Selection: Participates in defining needs for existing and new EBA solutions Documents existing enterprise business applications, related business processes, and personas impacted Identifies existing inefficiencies, potential improvement opportunities, and critical differentiating business requirements Envisions and develops representations of recommended future state options for evaluation by clients Understands related security structures and best practices Creates customer dashboard presentations Supports functional and technical team members by providing clarifications and setting expectations with team and customers Consulting: Understands client needs, analyzes best practices, and plays an integral part in defining and proposing business value solutions that meet or exceed client expectations Program & Project Management: Supports and manages aspects of business applications implementations Monitors project progress by tracking risks, actions, issues, decisions, and other activities Develops references for users by writing and maintaining user documentation; providing help desk support; training users Fosters a positive demeanor, learning attitude and client service mentality with the team Travel – up to 10%, as needed Other duties as required Supervisory Responsibilities: Manges functional and technical leads within the Managed Services organization Mentors and develops entry level consultants and senior consultants May act as Career Advisor to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor’s degree AND six (6) or more years of industry experience with ERP systems, required; OR High School Diploma/GED AND seven (7) or more years of industry experience with ERP systems, required Experience: Six (6) or more years of business process analysis and/or technical/functional ERP application education or experience, required Four (4) or more years of experience with ERP or CRM functional product support, required Client facing best practice consulting experience, preferred License/Certifications: One or more current business applications technology certifications, preferred Software: Microsoft Visio, PowerPoint, Word, and SharePoint, required Experience with one or more ERP/CRM/HCM Solutions technology, required: Microsoft Dynamics 365 (D365) CRM, Business Central Great Plains Ceridian Dayforce Solutions (Talent & Benefits Intelligence, Workforce Management (WFM), HR, Advanced HR Analytics, or Payroll) Salesforce, Oracle NetSuite Acumatica SAP Infor Sage Syteline JDE IFS, or any other ERP/CRM Software Microsoft Project or Smartsheet, preferred Enterprise software strategy, selection, and implementation experience, preferred Language: N/A Other Knowledge, Skills & Abilities: Strong analytical, problem solving, facilitation, documentation, and communication skills Excellent communication and presentation skills, both verbal and written Excellent interpersonal and customer relationship skills Business process analysis, design, and process flow skills Excels at operating in a fast-paced technical environment Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $120,000 - $170,000 Maryland Range: $120,000 - $170,000 NYC/Long Island/Westchester Range: $120,000 - $170,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional “benefits.” *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets

Keywords: , Malibu , Manager - D365 Managed Services, IT / Software / Systems , San Diego, California