Hybrid Customer Relationship Management (CRM) Functional Lead

Posted 7 hours ago

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About the role

  • Customer Relationship Management (CRM) Functional Lead assisting in design and development of SAP BRIM & Dynamics CE solutions. Collaborating with technical teams and ensuring effective user adoption and seamless integration.

Responsibilities

  • Assist with defining functional and technical requirements related to mapping field/entry data from multiple source systems into the Microsoft CE CRM system.
  • Work closely with, and be a member of, the team led by the Technical Architect, to understand business requirements, design effective solutions, and ensure user adoption.
  • Conduct a comprehensive business analysis to understand customer service processes and requirements.
  • Design functional solutions leveraging Dynamics 365 CE capabilities, integrating with Contact Center applications and self-service portals.
  • Collaborate with technical leads, project managers, and other stakeholders to ensure successful project delivery.
  • Configure Dynamics 365 CE applications to meet specific business requirements, with a particular emphasis on configuration, by the technical lead and developers.
  • Support definition of functional requirements for integrating Dynamics 365 CE with Contact Center applications, self-service portals, back-office systems (e.g., ERP), and payment gateways.
  • Ensure seamless functional integration and data flow across systems.
  • Support, develop, and deliver training programs for end-users to ensure effective use of Dynamics 365 CE solutions.
  • Promote user adoption through effective change management and support.
  • Provide ongoing functional support and optimization for Dynamics 365 CE solutions.
  • Manage functional aspects of large-scale projects, including requirement gathering, solution design, and testing.
  • Lead the definition of functional and technical requirements related to mapping field/entry data from multiple source systems into the Microsoft CE CRM system.

Requirements

  • Minimum of 7 years of experience in Dynamics 365 CE (Customer Service module) functional implementation.
  • 5+ years’ experience in business analysis, requirements gathering, and functional solution design.
  • Experience in managing and delivering Dynamics 365 CE projects with complex integrations.
  • Experience as a CE Data Engineer in at least 2 implementation projects where at least 10 million customer accounts and at least 1 billion transactions were migrated.
  • Experience in migrating systems where CE was tightly integrated with the financial system, like SAP or other non-Dynamics 365-based ERP systems, in real time.
  • Strong knowledge of Contact Center applications (e.g., Telephony & IVR-based solutions) and self-service portals.
  • Requires advanced knowledge of Dynamics 365 CE functionalities and a proven track record of successfully delivering complex projects.
  • Deep understanding of Dynamics 365 CE capabilities, including customization, configuration, and user management.
  • Strong SQL skills to be able to understand legacy databases and map them to Dynamics.
  • Familiarity with integrating Dynamics 365 CE with back-office systems (e.g., ERP) and payment gateways.
  • Proficient in the Microsoft Office 365 suite of business software, including Teams, Word, Excel, and PowerPoint, plus proficient in Microsoft ADO Testing Module.

Benefits

  • Health insurance
  • Professional development opportunities

Job title

Customer Relationship Management (CRM) Functional Lead

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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