Design and architect scalable, secure, and robust CRM solutions, including complex integrations and customisations.
Supervise two-way data flow between the CRM and other integrated systems to maintain data integrity and currency.
Provide advanced technical support and troubleshooting for complex issues that require a deeper level of expertise.
Manage data imports and exports for analysis and system integration purposes.
Manage API integrations to connect the CRM with critical business systems, ensuring seamless data synchronisation.
Oversee the setup of user roles and permissions to protect sensitive customer data.
Monitor system logs and user activities through auditing and logging to ensure compliance and security.
Lead the technical strategy for the CRM platform, ensuring it supports and scales with overall business objectives.
Lead the advanced troubleshooting of technical issues and performance bottlenecks.
Collaborate with business stakeholders to translate their needs into technical CRM specifications, including data models, security requirements, and user experience enhancements.
Oversee the implementation and setup of CRM software, ensuring all environments (development, testing, production) are properly configured.
Oversee technical projects related to CRM implementation, upgrades, and integrations.
Lead the customisation of the CRM system to match business workflows through custom objects, fields, layouts, forms, reports, and dashboards.
Conduct regular system health checks to monitor performance and identify potential issues.
Evaluate and manage relationships with CRM vendors and third-party integration partners.
Direct the creation of complex workflow automations to streamline business processes.
Oversee patch management and version upgrades, ensuring minimal disruption to business operations.
Develop and oversee a comprehensive data management strategy, including data assessment, cleansing, and migration from old systems.
Ensure all technical aspects of the CRM meet internal security policies and external regulatory requirements (e.g., GDPR, CCPA).
Requirements
dynamics 365
c#/js
microsoft certified
crm lead
solution architecture
leadership
Strong problem-solving abilities and attention to detail.
Proficiency in custom development within Dynamics 365, including knowledge of APIs, customization, and coding languages (e.g., C#, JavaScript).
Experience with a range of integrated third-party applications, including: Gong, Seismic, ZoomInfo, Marketo, LinkedIn, Everstage, Fluint, SirionLabs, Molequle, ImPartner, and DemandBase.
Bachelor's degree in Computer Science or a related field.
Relevant Microsoft certifications (e.g., Dynamics 365) are a significant advantage.
Proven experience as a CRM Technical Lead, Architect, or Manager, with extensive knowledge of Microsoft Dynamics 365. Experience with Salesforce is a significant advantage.
Excellent leadership, communication, and project management skills.
Demonstrated ability to architect robust and scalable solutions.
Strong understanding of the CRM lifecycle and its technical processes, including system implementation, data management, and security.