Phoenix Software
D365 and AI Pre Sales Specialist
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Title: Solutions Specialist – Microsoft Dynamics 365, CRM & AI
Phoenix enables digital transformation across the UK public sector, empowering organisations to innovate with cloud and hybrid infrastructures, data, AI, security, and collaboration technologies.
We are now hiring a Solutions Specialist – Microsoft Dynamics 365, CRM & AI who will support the continued growth of our Cloud Solutions team. This role will focus on driving engagement and revenue by supporting our sales teams across Microsoft Dynamics 365, CRM, and AI solutions.
Please note this is not a developer/technical role.
You will play a key role in identifying opportunities, supporting sales teams, and helping customers understand the value of Microsoft business applications and AI-driven transformation.
What will you be doing?
- Present and articulate the capabilities of Microsoft Dynamics 365, CRM, and AI solutions to customers and internal teams.
- Identify and support the qualification of opportunities across Dynamics 365, CRM, Azure AI, and related Phoenix offerings.
- Support the delivery of product awareness and enablement training for the wider sales team.
- Contribute to the full sales cycle, working alongside bids, technical consultants, and account managers.
- Help prepare and update sales proposals, quotes, and presentations.
- Attend customer meetings to support scoping, qualification, and progression of opportunities.
- Support the sales team to drive Microsoft Dynamics 365, CRM, and AI revenue.
- Act as the link between technical and functional teams, both internally and with our partner organisations, to support effective solution design.
- Deliver whiteboarding sessions, workshops, and product demonstrations to showcase solution value.
- Support customer adoption, governance, and best practice across Dynamics 365 and AI solutions post-sale.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What are we looking for?
- Experience in a Microsoft-focused sales, pre-sales, or solutions role.
- Awareness of Microsoft Dynamics 365, CRM, and AI capabilities, with the ability to articulate their value to customers.
- Understanding of the wider Microsoft ecosystem, including M365, Azure, and Microsoft AI solutions.
- Ability to support and deliver demonstrations, workshops, and customer presentations.
- Confident communication skills, both virtual and in-person.
- Good relationship-building skills, with the ability to work effectively with sales teams, partners, and Microsoft stakeholders.
- Experience working with vendors or supporting go-to-market activities is desirable.
- Ability to understand customer challenges and contribute to solution discussions.
- Organised approach, with the ability to manage multiple opportunities and priorities.
- Collaborative mindset, with a willingness to learn and support team success.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Practical stuff
Where is the role based?
Primary location is our HQ in Pocklington (YO42).
What about hybrid/remote working?
Hybrid & Remote working is supported, with flexibility depending on role and business requirements.
How many interviews?
Following a screen with the Recruitment Team, you can expect a two-stage interview process, one online and one in-person.
Important BPSS Check
As part of our recruitment process and due to the nature of the work we do, all employees are required to undertake a BPSS check. While some employees may require further security clearance, the BPSS check is mandatory and all offers of employment are conditional upon successful completion.
Have you made it this far?
If you’re still reading, we think there’s a strong chance you might be our kind of person.
Here’s the thing, research suggests that many women and underrepresented groups don’t apply unless they meet every requirement. Even if you don’t check every box above, we encourage you to introduce yourself.
We believe a diversity of perspectives and experiences makes a team stronger and the stronger our team, the more successful we will be.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location