D365 and AI Pre Sales Specialist

Phoenix Software

Job Overview

Location

Remote

Employment Type

Full-time

Work Arrangement

Remote

Sector

Information Technology & Software

Experience Level

Mid-level (3-5 years)

Application Deadline

June 3, 2026

About the Company

Phoenix Software is a leading provider of digital transformation solutions, dedicated to empowering organizations within the UK public sector. They specialize in enabling innovation through cutting-edge cloud and hybrid infrastructures, data analytics, artificial intelligence, robust security measures, and advanced collaboration technologies.

The company's mission is to be the UK's foremost IT solution and managed service provider. At the core of Phoenix Software's philosophy is the recognition that their people are their greatest asset. They are committed to fostering an environment that provides the necessary encouragement, support, and skill development to help employees achieve their full potential.

Job Description

Phoenix Software is at the forefront of enabling digital transformation across the UK public sector. We empower organizations to innovate by leveraging advanced cloud and hybrid infrastructures, data analytics, artificial intelligence, robust security, and collaborative technologies.

We are currently seeking a dynamic Solutions Specialist focused on Microsoft Dynamics 365, CRM, and AI. This role is crucial for driving engagement and revenue by supporting our sales teams in delivering cutting-edge solutions. You will be instrumental in identifying opportunities, qualifying leads, and clearly communicating the value of Microsoft's business applications and AI-driven transformation to our clients.

Key responsibilities include presenting the capabilities of Microsoft Dynamics 365, CRM, and AI solutions, identifying and supporting opportunity qualification, and contributing to product awareness training for the sales team. You will actively participate in the full sales cycle, assist in preparing proposals and presentations, and attend customer meetings to support scoping and progression. Additionally, you will act as a liaison between technical and functional teams, deliver whiteboarding sessions and product demonstrations, and support customer adoption post-sale.

We are looking for candidates with experience in a Microsoft-focused sales, pre-sales, or solutions role, possessing a strong awareness of Microsoft Dynamics 365, CRM, and AI capabilities. A solid understanding of the wider Microsoft ecosystem, including M365 and Azure AI solutions, is essential. The ability to deliver compelling demonstrations and presentations, coupled with strong relationship-building and communication skills, is vital. While not a developer role, an understanding of customer challenges and solution discussions is required. An organized approach and a collaborative mindset are key to success in this hybrid and remote position.

To apply for this role, click the Apply button on this page and follow the instructions.

Required Skills

Microsoft Dynamics 365CRMAISalesPre-salesSolution SellingCustomer PresentationsMicrosoft EcosystemAzureM365

Key Responsibilities

  • 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.

Qualifications

  • 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 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.

Benefits & Perks

  • Hybrid & Remote working is supported
  • BPSS Check

How to Apply

To apply for this role, click the Apply button on this page and follow the instructions.

<p>In the rapidly evolving landscape of digital transformation, the UK public sector is increasingly leveraging advanced technologies to enhance services and operational efficiency. This role is pivotal in driving that transformation by focusing on Microsoft Dynamics 365, CRM, and AI solutions.</p><p>You will be instrumental in identifying and qualifying opportunities, supporting sales teams, and clearly articulating the value proposition of Microsoft's business applications and AI-driven innovations to clients. This position requires a strong understanding of solution selling, customer engagement, and the ability to bridge the gap between technical capabilities and business outcomes, directly impacting revenue growth and market penetration.</p>

Posted Date

May 20, 2026