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Manager, CRM & Reporting Platforms

2 Locations💼 Full-time🗓 2026-06-12 → 2026-07-31

Core

Lead a cross-functional team to manage and mature Microsoft Dynamics 365 CRM and enterprise reporting platforms, aligning technical delivery with business goals for the Global Client Group.

Role type

Manager, CRM & Reporting Platforms

Builds

Microsoft Dynamics 365 solutions and enterprise reporting capabilities

Domain

Financial Services / CRM & Business Intelligence

Deliverable

production ML models | product features | dashboards & analysis

Required skills

CRM platform management, team leadership, product roadmap development, stakeholder alignment, vendor relationship management, Microsoft Dynamics expertise, Agile leadership, data-driven decision making, ROI optimization

Preferred skills

Enterprise reporting tools (Coric, Vermilion), Power BI, Marketing Automation platforms (Microsoft Customer Insights-Journeys), OKR frameworks, software engineering mindset

Technologies

Microsoft Dynamics 365, Power BI, Coric, Vermilion, Microsoft Customer Insights-Journeys

Responsibilities

Lead and mentor a team of developers, product managers, and analysts; Develop and drive the product development and service roadmap; Work with stakeholders to optimize business processes and automation; Manage vendor relationships and financial commitments; Oversee design and enhancement of CRM solutions; Leverage data and metrics to align team efforts with business outcomes

Seniority

Manager, hands-on leadership

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