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Functional Consultant (CRM)

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We’re hiring a Functional Consultant to work directly with client teams and convert business workflows into AI agents built on Microsoft Copilot Studio and Google Agentspace.
Responsibilities:

  • Work with client stakeholders to map end-to-end workflows.
  • Own agent use cases from discovery to live deployment.
  • Build and configure agents (intents, flows, actions, rules, guardrails).
  • Connect agents to enterprise systems (CRM, ERP, ticketing, APIs).
  • Document logic, exceptions, and decision paths.
  • Set and track success metrics (accuracy, adoption, deflection, cycle time).
  • Ensure compliance with governance, security, and data policies.
  • Support UAT, rollout, and change management.

Requirements:

  • 5+ years in business analysis, functional consulting, or product delivery.
  • Strong client-facing and requirements-gathering experience.
  • Hands-on with no-code/low-code platforms (Copilot Studio, Power Platform, Google tools).
  • Understanding of LLM agent behavior (intent, context, tools, memory).
  • Ability to convert ambiguous needs into working agent configurations.
  • Strong communication and documentation skills.

Job Type: Full-time

Application Question(s):

  • Do you have Copilot experience?

Work Location: Remote

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