Lead CRM Development: Architect, design, and implement CRM solutions using Microsoft Dynamics 365, specifically tailored for Sales and client management. Focus on developing and managing plugins, workflows, cloud flows, form scripting, and leveraging Dynamics CRM SDK.
Technical Leadership: Provide strategic technical leadership to product management and business leadership
Driving best practices in software development, with a focus on security, performance, scalability and maintenance.
Customization & Integration: Customize Dynamics CRM entities, develop and manage workflows, cloud flows, and plugins, and implement advanced form scripting. Research opportunities to Integrate CRM with other enterprise systems
Project Management: Collaborate with Enterprise Architects, Data Operations, and Infrastructure to define project scope, timelines, and deliverables
Technical Governance: Closely follow SDLC guidelines and governance, participate in code reviews and enforce coding standards, conduct reviews (technical and solution) and manage production deployments/releases.
Documentation: Maintain comprehensive technical documentation for all CRM customizations, configurations, and integrations.
Holistic awareness of processes supporting data preparation and data governance considerations such as metadata, dependencies, linage, tagging, and data classification; Understanding of meta-model and metadata management requirements
Security and governance experience: RBAC, least privilege, secrets management, PII handling, row level security, auditing, and compliance
When applicable coordinate, direct and oversee the work of third-party engineers through solution design reviews, code reviews and process reviews.
Identify, design, and implement internal process improvements like, automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability.
Research and analyze new technologies, methodologies and architectures for viability.
Work independently within a scrum delivery team, with oversight from domain and enterprise architects.

Requirements

Commitment to maintain client confidentiality and data security
Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information
7 or more years of CRM deployment and engineering experience
Ability to proactively work with IT and clients; relate with others in a professional manner to accomplish work responsibilities and objectives
Ability to maintain regular, predictable attendance
Highly desirable to have experience in Microsoft Azure Cloud solutions, including possessing a solid understanding of Microsoft Dataverse, Power Apps (Model-driven Apps, Canvas Apps, Power Pages), Power BI, Power Automate, and Data Factory
Extensive domain-specific experience in the Financial Services industry
Experience designing and deploying MS CRM Sales Dynamics

Benefits

Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

CRM developmentMicrosoft Dynamics 365pluginsworkflowscloud flowsform scriptingDynamics CRM SDKSDLCdata governancedata classification

Soft Skills

technical leadershipcommunicationcollaborationproblem-solvingclient confidentialityservice-orientedprofessionalismindependenceattention to detailprocess improvement