Onboarding Engineer (Remote)


Microsoft Dynamics, 1 year (Required)

Implementation, 1 year (Required)


We are searching for an enthusiastic and talented onboarding/implementation expert with Microsoft Dynamics (MSD) experience to join our growing team. Our mission is to continue to delight our customers, turning detractors into promoters through positive support interactions and proactive problem-solving. The Onboarding Engineer (IE) is responsible for the installation and configuration of DialSource Denali CTI within MSD and SFDC. Responsibilities include configuring Denali CTI to manage outbound/inbound calling, configuring CRM with post-call automation, and CRM development to accommodate unique use cases. All work should be documented and each OE should work to maximize their billable utilization. The position reports to the VP, Customer Success.


DialSource is an enterprise software company that creates and provides software for businesses to make, receive, and manage all customer-facing communications—saving businesses time and money while creating a better customer experience.

DialSource Denali captures the context of every call, seamlessly connecting any dial tone to Salesforce or Microsoft Dynamics CRM to power deeper insights and better conversations.

Our enterprise application creates faster time-to-value by being native to CRM and harnessing the technology your teams already use. The Denali Control Panel lives within your CRM, giving teams a single-pane-of-glass to drive productivity, efficiency, and CRM adoption.

By automating workflows and post-call tasks with a single click, Denali ensures that 100% of sales conversations and call outcomes are captured and logged into your CRM. This real-time view of customer engagement provides sales and service teams working from anywhere, the ability to recognize and respond to customers at the moment of interaction.

DialSource enables billions of sales & service conversations across Fortune 100 companies and industry-leading brands such as Waste Management, VSP, The L.A. Clippers, ADP and Madison Square Garden.


  • Location: Remote, USA
  • Status: Full-time
  • Hours: Early Morning to Afternoon
  • Reporting to: VP, Customer Success


  • Install and upgrade DialSource Denali as directed by Customer Success team
  • Adhere to the DialSource Implementation Methodology to ensure client success
  • Translate client requirements into technical solutions that utilize both Denali and MSD
  • Document configuration and customization into the design “blueprint”
  • Partner with client to validate and test technical solutions implemented
  • Troubleshoot ongoing issues that are escalated by CS Team
  • Self starter who enjoys problem solving and working in a fast paced, high-growth company
  • Ability to work collaboratively as part of a team


  • 2-4 years of experience as MSD Admin / Developer / Consultant
  • In depth knowledge of using MSD declarative toolset
  • Experience with building custom Javascript (JS) Events, JS Classes, Forms and FetchXML Queries
  • Experience implementing new solutions into MSD
  • Demonstrated ability to manage multiple projects


  • Bachelor’s degree in related discipline: CS, MIS, Engineering
  • Experience with one or more of the following programming languages: Java/JavaScript/HTML/CSS/FetchXML
  • Experience with Professional Services Automation (PSA) software
  • Experience creating Scope of Work documents detailing projects requirements, timelines, deliverables, and details for specific development tasks
  • Remote work experience
  • 3+ years of experience in the SaaS software industry
  • MSD / SFDC Certifications
  • Telephony or Call Center experience
  • Experience with B2B software “best practices” and “service solutions” to address unique customer requirements
  • Report design and architecture: understanding requirements and producing concise results
  • Stellar written communication skills
  • Relational personality, driven to connect on a personal level with customers while prioritizing efficient solutions
  • Identify needs and take initiative to complete projects beneficial to the team and company objectives
  • Enterprise-level interactions including managing complex issues and challenging personalities
  • Strong ability to collaborate with internal team members while serving as the customers’ central POC (point-of-contact)

Job Type: Full-time

Pay: $60,000.00 – $100,000.00 per year


  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Vision insurance

Schedule: Monday to Friday
COVID-19 considerations: For the time being, we’ve gone full-remote for all employees.


  • Microsoft Dynamics: 1 year (Required)
  • Implementation: 1 year (Required)

Work Location:

  • Fully Remote
  • This Company Describes Its Culture as:

Detail-oriented — quality and precision-focused
Outcome-oriented — results-focused with strong performance culture
Stable — traditional, stable, strong processes
People-oriented — supportive and fairness-focused
Team-oriented — cooperative and collaborative

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DialSource is a rapidly growing enterprise software company in the sales enablement space. We create software for businesses to make, receive, and manage their customer-facing communications. Our applications for Salesforce and Microsoft Dynamics CRM are designed to automate recurring sales and service tasks, eliminate manual activity logging and streamline CRM management; while improving the capabilities of inbound and outbound communications over the phone.

To put it simply,

We help customer-facing teams have better conversations.

Want to be part of the team but don't see an open position for you? No problem! Send us an introduction to yourself along with a brief summary of how you can add value to our growing team and a copy of your resume and we'll keep it on hand.