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Key skills for this role
Own and govern Microsoft Dynamics 365 Sales and Customer Engagement (CE) as the single source of truth for commercial teams.
Gather business requirements and translate them into CRM enhancements, user stories, and feature improvements.
Prioritize development initiatives based on business objectives and user feedback.
Drive continuous improvement of CRM processes, workflows, and integrations across business systems.
Partner with Sales, Marketing, Client Success, Leadership, and Operations teams.
Act as the primary business stakeholder for CRM-related initiatives.
Align cross-functional teams and manage expectations throughout project lifecycles.
Increase CRM adoption and utilization across commercial teams.
Develop training materials, user guides, and best-practice frameworks.
Lead change management activities for system enhancements and new feature rollouts.
Optimize lead management, opportunity management, account management, and client engagement processes.
Ensure data quality, reporting consistency, and alignment with business operations.
Define and track commercial KPIs with leadership teams.
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Strong stakeholder management and business partnering skills.
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Knowledge of reporting, dashboards, MIS, and commercial analytics.
Ability to bridge business requirements and technology solutions.
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Senior · 4+ years experience
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