✨ AI Summary
We are seeking an experienced Microsoft Dynamics CRM Manager to lead Customer Relationship Management initiatives and oversee the implementation, customization, and optimization of our Dynamics 365 platform. This role involves driving CRM strategy, managing technical teams, and ensuring successful delivery of CRM solutions to support business growth and customer engagement in digital banking services.
Key responsibilities include defining and executing CRM strategy, leading the planning and implementation of Dynamics CRM solutions, and managing CRM developers and technical teams. Technical aspects involve overseeing full lifecycle CRM implementation projects, managing Dynamics CRM infrastructure, designing customizations (entities, forms, views, workflows, plugins), and managing integrations with enterprise platforms. System optimization, governance, and technical support are also crucial. The ideal candidate will possess 8+ years of experience with Microsoft Dynamics CRM/Dynamics 365, with at least 3 years in a leadership role, and a strong track record in end-to-end CRM implementation projects.
Requirements
The ideal candidate will have 8+ years of experience with Microsoft Dynamics CRM / Dynamics 365, including a minimum of 3 years in a CRM leadership or management role. Proven experience delivering end-to-end CRM implementation projects is required, along with strong technical skills in Dynamics CRM customization, C# plugin development, Dynamics CRM SDK, Web APIs, Power Automate, Azure Logic Apps, SQL Server & SSRS, Active Directory & IIS, and Power BI. Professional skills include strong leadership, stakeholder management, project management (Agile/Scrum), and excellent communication and analytical skills.
Description
Job DescriptionAbout the RoleWe are seeking an experienced Microsoft Dynamics CRM Manager to lead our Customer Relationship Management initiatives and oversee the implementation, customization, and optimization of our Dynamics 365 platform.This role will drive CRM strategy, manage technical teams, and ensure successful delivery of CRM solutions that support business growth and customer engagement across digital banking services.The ideal candidate will have strong experience in Microsoft Dynamics CRM (on-premises) implementations, integrations with enterprise systems, and leadership of CRM development teams.Key ResponsibilitiesCRM Strategy & LeadershipDefine and execute CRM strategy aligned with business objectives.Lead the planning, design, and implementation of Microsoft Dynamics CRM solutions.Act as the primary point of contact for all CRM initiatives.Lead and mentor CRM developers and technical teams.Implementation & Technical ManagementOversee full lifecycle CRM implementation projects.Manage Dynamics CRM infrastructure and system performance.Design and implement customizations including:EntitiesFormsViewsWorkflowsBusiness process flowsPluginsManage integrations with enterprise platforms such as core banking systems, telephony platforms, and marketing tools.System OptimizationMonitor CRM performance and implement improvements.Manage CRM governance including security roles and data standards.Provide expert troubleshooting and technical support.Conduct regular system audits and health checks.Required QualificationsExperience8+ years experience with Microsoft Dynamics CRM / Dynamics 365Minimum 3 years in a CRM leadership or management roleProven experience delivering end-to-end CRM implementation projectsTechnical SkillsDynamics CRM customization and configurationC# plugin developmentDynamics CRM SDKWeb APIs and integrationsPower AutomateAzure Logic AppsSQL Server & SSRSActive Directory & IISPower BIProfessional SkillsStrong leadership and stakeholder managementProject management experience (Agile / Scrum)Excellent communication and analytical skillsPreferred QualificationsExperience within digital banking or financial servicesIntegration experience with core banking systems such as TemenosCRM data migration and ETL tools (SSIS, KingswaySoft)Azure DevOps experienceMicrosoft Dynamics certifications (MB-200, MB-210, MB-220, MB-230)