CRM & Integration Delivery Lead

This is a fully remote position, open to applicants in California.

📋 Description

• Take ownership of intake, sizing, sequencing, and forecasting for the Dynamics 365 CRM and Azure integration backlog.

• Keep a continuous delivery forecast and suggest the order for committed tasks.

• Lead communication and escalation efforts for the CRM and integration portfolio delivery.

• Provide updates on status, risks, and forecast modifications to business stakeholders and IT leadership.

• Oversee dependencies and delivery risks across Dynamics 365 CRM, Azure integration, ERP, and webstore systems.

• Collaborate with the ERP Project Manager for cross-system sequencing.

• Manage release processes and environment coordination, which includes scheduling, readiness criteria, cutover, and post-release validation.

• Coordinate CRM and integration implementation along with product vendors, managing schedules, statements of work, and hand-offs.

• Utilize Azure DevOps as the delivery system of record.

• Generate delivery reports and metrics, comparing actual results against forecasts, throughput, and slippage.

• Organize production support and defect intake into the delivery plan.

• Remain updated with Dynamics 365, Power Platform, and Azure integration services, along with vendor release roadmaps.

• Report directly to the Manager of Digital Transformation; this role is a senior individual contributor position with no direct reports.

⛳️ Requirements

• Bachelor’s degree in Information Systems, Business, Engineering, or a related field (or equivalent experience).

• Over 7 years of experience in delivering technology projects.

• More than 3 years of experience leading the delivery of a CRM platform and its integrations.

• Strong preference for Dynamics 365; Salesforce or a comparable enterprise CRM is acceptable if the integration depth is substantial.

• Proven understanding of SaaS delivery lifecycles, including vendor-controlled release cadence, environment and sandbox strategy, as well as upgrade and regression timelines.

• Experience in delivering both custom solutions developed from scratch and extensions integrated into packaged SaaS platforms.

• Proficient in integration delivery on Azure (Logic Apps, Service Bus, Functions, API Management) or similar middleware.

• Demonstrated use of Azure DevOps, or a similar tool, as an effective planning and forecasting system.

• Established vendor and partner management experience.

• Capability to establish and uphold intake, prioritization, and release processes.

• Strong aptitude for identifying dependencies and risks across integrated systems.

• Ability to influence and coordinate among business, IT, ERP, and vendor teams without formal authority.

• Sound judgment in sequencing a backlog against competing business priorities.

• Exceptional written and verbal communication skills.

• May occasionally require travel.

• Capacity to support a global environment across multiple time zones.

• May occasionally need to work evenings, weekends, and/or holidays.

🏝️ Benefits

• 15 days of paid time off (PTO).

• 10 paid company holidays.

• Medical coverage with employer contributions to HSA.

• Dental insurance.

• Vision insurance available starting the 1st of the month after the start date.

• Company-paid life insurance.

• Company-paid short-term disability insurance.

• Company-paid long-term disability insurance.

• Employee Assistance Program.

• 401(k) plan with Safe Harbor and Profit-Sharing employer contributions.

• Tuition reimbursement program.

• Charitable contribution matching.

• Opportunities for employee referral bonuses.

• May occasionally require travel.

• Reserved professional development opportunities to maintain delivery expertise.