Managed Services Business Lead Consultant
HSO is a global Microsoft solutions partner delivering consistent, cost‑effective implementations through a unified methodology and providing world‑class, 24/7 proactive managed services to customers worldwide. As a full‑service Microsoft Partner, we hold all six Microsoft Cloud Partner Program Solution Designations across Business Applications, Data & AI, Digital App & Innovation, Infrastructure, Modern Work, and Security.
Purpose of the Role
The Managed Services Business Lead Consultant (BLC) is part of the UK managed services customer teams and plays a critical role in building long‑term partnership with our customers, ensuring we deliver value through changes and improvements. This role partners closely with Account Management and Customer Teams to identify optimisation and continuous improvement opportunities, build a backlog of work, and assist with service or project opportunities.
As a BLC you will be an integral part of the customer team, providing expert advice on business process optimisation using Microsoft technology, supporting colleagues in resolving disruptions, and proposing improvements to prevent future issues. The role requires a deep understanding of managed services operations and the ability to drive value for our clients.
Key Responsibilities
- Act as a lead consultant to plan the optimisation roadmap.
- Work with customer to build a roadmap of continuous improvement and engagement to assist in meeting managed services targets for optimisations against our customer base.
- Liaise with clients to analyse business processes, clarify requirements and determine scope.
- Design, map and document business processes.
- Create high‑quality, sustainable client solutions.
- Serve as a managed service solution specialist, building strong relationships with customers and becoming a trusted advisor.
- Identify upsell and cross‑sell opportunities with Customer Teams and account managers based on customer maturity, usage and evolving needs.
- Position additional services such as enhanced support, optimisation, monitoring, automation or advisory services.
- Provide structured, value‑led conversations rather than reactive services.
- Deliver high‑quality business and software application services to clients.
- Deliver and implement Dynamics D365FO and AX, leading implementation streams through delivery and initial post‑Go‑Live support.
- Lead customer‑focused streamed solution playback sessions and perform fit‑gap analysis.
- Communicate progress updates to relevant parties formally and informally.
Commercials & Pricing
- Ensure all managed service proposals are delivered with accurate and competitive pricing using the latest HSO managed services pricing calculators and cost models.
- Ensure proposals are commercially viable, consistent and aligned to HSO’s approved services and delivery models.
- Deliver and create clearly articulated scope documentation to customer and HSO teams, identifying all services in and out of scope.
- Support deal governance, approvals and internal handover into delivery.
Stakeholder Collaboration
- Maintain strong collaboration with Industry Leads, wider Service lines, customer teams and Global Managed Services teams.
- Meet customer expectations of business knowledge, skills and behaviour.
- Work closely with Customer Team and Technical SMEs to validate scope and approach.
- Act as the bridge between technical teams and commercial stakeholders.
- Support consistent messaging across sales, pre‑sales and delivery.
- Contribute to the continuous improvement of Managed Services offerings and collateral.
- Promote awareness of additional and new services that customers may require or benefit from.
- Research and validate customer needs to support accurate solution design and scoping.
- Assist HSO managed service team with contract changes including drafting changes and pricing amendments.
- Proactively identify potential new service offerings and work creatively with stakeholders to develop effective new solutions.
Reporting & Service Improvement
- Actively engage in communication with your Customer Team Manager and customers to manage expectations regarding business improvement progress at customers, potential opportunities, and any issues at customer site.
- Support customer teams in collecting and analysing data to improve service offerings and highlight any areas for growth services or new service offerings.
Compliance & Internal Governance
- Ensure timely completion of internal processes in accordance with the Company Handbook.
- Work in alignment with HSO’s Quality System and governance requirements.
- Ensure all deals are compliant with HSO management authorisation rules.
Experience & Skills
- 4+ years of hands‑on software implementation experience with Dynamics 365 F&O in a Consulting role with 5+ years additional experience OR 4+ years working within a specific industry – Finance or ProServ.
- Expertise in providing consultancy over multiple modules in a D365FO / AX environment.
- Experience with Dynamics D365FO / AX in a Consulting or End‑User role.
- Adept at Business Requirement Analysis.
- Dynamic 365 F&O Certification in at least one key area e.g., Finance, Manufacturing, Distribution and Trade.
- Experience in assisting customers build continuous improvement road maps.
- Willingness to travel to support customers' requirements on site; proven experience in a Pre‑Sales, Solution Consulting or Commercial role within Managed Services.
- Strong background in Microsoft‑based solutions, ideally Dynamics 365 and Azure.
- Ability to hold credible conversations with technical and non‑technical stakeholders.
- Comfortable discussing pricing, scope and value with customers.
- Strong written skills for proposals, statements of work and service descriptions.
- Confident presenter in customer‑facing discussions and internal forums.
- Structured, analytical thinker with attention to detail.
Desirable Skills
- Experience working for a Microsoft Partner or SI.
- Exposure to ITIL, service management, or customer success frameworks.
- Understanding of long‑term support, optimisation and platform evolution models.
- Has worked in a managed service environment and assisted in development of new service offerings.
- Industry knowledge of Finance or Professional Services.
- Project Management Experience.
Personal Qualities
- Excellent communication and customer interaction skills.
- Ability to work under pressure and meet time limits.
- Self‑motivated individual.
- Logical mindset and ability to troubleshoot complex issues.
- Ability to manage customer expectations.
- Team player willing to be part of a team and help teams grow and foster.
Managed Services Business Lead Consultant
HSO is a global Microsoft solutions partner delivering consistent, cost‑effective implementations through a unified methodology and providing world‑class, 24/7 proactive managed services to customers worldwide. As a full‑service Microsoft Partner, we hold all six Microsoft Cloud Partner Program Solution Designations across Business Applications, Data & AI, Digital App & Innovation, Infrastructure, Modern Work, and Security.
Purpose of the Role
The Managed Services Business Lead Consultant (BLC) is part of the UK managed services customer teams and plays a critical role in building long‑term partnership with our customers, ensuring we deliver value through changes and improvements. This role partners closely with Account Management and Customer Teams to identify optimisation and continuous improvement opportunities, build a backlog of work, and assist with service or project opportunities.
As a BLC you will be an integral part of the customer team, providing expert advice on business process optimisation using Microsoft technology, supporting colleagues in resolving disruptions, and proposing improvements to prevent future issues. The role requires a deep understanding of managed services operations and the ability to drive value for our clients.
Key Responsibilities
- Act as a lead consultant to plan the optimisation roadmap.
- Work with customer to build a roadmap of continuous improvement and engagement to assist in meeting managed services targets for optimisations against our customer base.
- Liaise with clients to analyse business processes, clarify requirements and determine scope.
- Design, map and document business processes.
- Create high‑quality, sustainable client solutions.
- Serve as a managed service solution specialist, building strong relationships with customers and becoming a trusted advisor.
- Identify upsell and cross‑sell opportunities with Customer Teams and account managers based on customer maturity, usage and evolving needs.
- Position additional services such as enhanced support, optimisation, monitoring, automation or advisory services.
- Provide structured, value‑led conversations rather than reactive services.
- Deliver high‑quality business and software application services to clients.
- Deliver and implement Dynamics D365FO and AX, leading implementation streams through delivery and initial post‑Go‑Live support.
- Lead customer‑focused streamed solution playback sessions and perform fit‑gap analysis.
- Communicate progress updates to relevant parties formally and informally.
Commercials & Pricing
- Ensure all managed service proposals are delivered with accurate and competitive pricing using the latest HSO managed services pricing calculators and cost models.
- Ensure proposals are commercially viable, consistent and aligned to HSO’s approved services and delivery models.
- Deliver and create clearly articulated scope documentation to customer and HSO teams, identifying all services in and out of scope.
- Support deal governance, approvals and internal handover into delivery.
Stakeholder Collaboration
- Maintain strong collaboration with Industry Leads, wider Service lines, customer teams and Global Managed Services teams.
- Meet customer expectations of business knowledge, skills and behaviour.
- Work closely with Customer Team and Technical SMEs to validate scope and approach.
- Act as the bridge between technical teams and commercial stakeholders.
- Support consistent messaging across sales, pre‑sales and delivery.
- Contribute to the continuous improvement of Managed Services offerings and collateral.
- Promote awareness of additional and new services that customers may require or benefit from.
- Research and validate customer needs to support accurate solution design and scoping.
- Assist HSO managed service team with contract changes including drafting changes and pricing amendments.
- Proactively identify potential new service offerings and work creatively with stakeholders to develop effective new solutions.
Reporting & Service Improvement
- Actively engage in communication with your Customer Team Manager and customers to manage expectations regarding business improvement progress at customers, potential opportunities, and any issues at customer site.
- Support customer teams in collecting and analysing data to improve service offerings and highlight any areas for growth services or new service offerings.
Compliance & Internal Governance
- Ensure timely completion of internal processes in accordance with the Company Handbook.
- Work in alignment with HSO’s Quality System and governance requirements.
- Ensure all deals are compliant with HSO management authorisation rules.
Experience & Skills
- 4+ years of hands‑on software implementation experience with Dynamics 365 F&O in a Consulting role with 5+ years additional experience OR 4+ years working within a specific industry – Finance or ProServ.
- Expertise in providing consultancy over multiple modules in a D365FO / AX environment.
- Experience with Dynamics D365FO / AX in a Consulting or End‑User role.
- Adept at Business Requirement Analysis.
- Dynamic 365 F&O Certification in at least one key area e.g., Finance, Manufacturing, Distribution and Trade.
- Experience in assisting customers build continuous improvement road maps.
- Willingness to travel to support customers’ requirements on site; proven experience in a Pre‑Sales, Solution Consulting or Commercial role within Managed Services.
- Strong background in Microsoft‑based solutions, ideally Dynamics 365 and Azure.
- Ability to hold credible conversations with technical and non‑technical stakeholders.
- Comfortable discussing pricing, scope and value with customers.
- Strong written skills for proposals, statements of work and service descriptions.
- Confident presenter in customer‑facing discussions and internal forums.
- Structured, analytical thinker with attention to detail.
Desirable Skills
- Experience working for a Microsoft Partner or SI.
- Exposure to ITIL, service management, or customer success frameworks.
- Understanding of long‑term support, optimisation and platform evolution models.
- Has worked in a managed service environment and assisted in development of new service offerings.
- Industry knowledge of Finance or Professional Services.
- Project Management Experience.
Personal Qualities
- Excellent communication and customer interaction skills.
- Ability to work under pressure and meet time limits.
- Self‑motivated individual.
- Logical mindset and ability to troubleshoot complex issues.
- Ability to manage customer expectations.
- Team player willing to be part of a team and help teams grow and foster.
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