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Senior Executive, CRM
Atlantic Partners AsiaSenior Executive of CRM Technology leading transformations for Dynamics 365 at APA. Designing AI-ready revenue engines and ensuring seamless integration across sales and compliance systems.
Tech Stack
Tools & technologiesAzure
About the role
Key responsibilities & impact- Design and execute a multi-year roadmap that transforms our Dynamics platform into a world-class, AI-ready revenue engine
- Architect, design, and implement Microsoft Dynamics 365 CRM solutions optimised for performance, scalability, and user experience
- Lead the full technical lifecycle — from discovery and design through to delivery, testing, and continuous improvement
- Define and enforce CRM data models, integration patterns, and governance standards
- Build and maintain custom entities, workflows, plugins, Power Automate flows, and advanced business rules within Dynamics 365
- Design and deliver CRM capabilities that empower the sales team to manage pipelines, track activities, and close deals efficiently
- Ensure seamless integration with SharePoint, teams and other MS365 products
- Implement client quality scoring and segmentation frameworks within the CRM to support compliance and commercial prioritisation
- Design and build Power Pages portals for client-facing interactions, onboarding journeys, and self-service capabilities
- Architect and implement integrations between Dynamics 365 and third-party compliance and KYC/AML tools
- Own and drive a multi-year CRM vision and technology roadmap
- Communicate complex technical architecture clearly to non-technical stakeholders and executive leadership
- Mentor junior team members and establish best practices for CRM development and delivery
Requirements
What you’ll need- Expert-level proficiency in Dynamics 365 Sales, Customer Service, and related modules
- Advanced skills across Power Pages, Power Automate, Power Apps, and Power BI
- Hands-on experience integrating Dynamics with third-party platforms via REST APIs, Azure Logic Apps, and custom connectors
- Proven experience integrating CRM with payments or trading systems, including cross-border fiat and/or crypto infrastructure
- Experience connecting CRM to KYC/AML or compliance platforms (e.g., SumSub, ComplyAdvantage, Jumio, Onfido, or similar)
- Solid understanding of Azure services relevant to CRM architecture (Azure Service Bus, Azure Functions, API Management)
- Familiarity with Microsoft Copilot, Azure OpenAI, or agentic AI patterns applied to CRM workflows
Benefits
Comp & perks- Flexible work arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft Dynamics 365CRM solutionsPower PagesPower AutomatePower AppsPower BIREST APIsAzure Logic AppsAzure servicesKYC/AML compliance
Soft Skills
leadershipcommunicationmentoringtechnical architecturebest practices