Platform Manager – Microsoft Dynamics 365 CRM

This is a fully remote position, open to applicants in California, +9 more states.

📋 Description

• Take ownership of the Microsoft Dynamics 365 CRM product vision, roadmap, and backlog, ensuring that priorities are in line with business goals and the overall organizational strategy.

• Collaborate with business leaders, end users, IT, and other stakeholders to gain insights into business processes, identify requirements, and outline opportunities for platform improvements.

• Convert business needs into epics, features, user stories, acceptance criteria, and functional requirements for the development and configuration teams.

• Rank product features, enhancements, defects, and technical upgrades based on business value, user impact, risk, dependencies, and resource availability.

• Act as the primary functional decision-maker for the Dynamics 365 platform, offering guidance to developers, administrators, analysts, architects, and implementation partners.

• Lead and engage in product discovery, backlog refinement, sprint planning, solution demonstrations, user acceptance testing, release planning, and post-implementation evaluations.

• Assess processes and system capabilities to pinpoint opportunities for automation, standardization, simplification, and enhanced user experience.

• Collaborate with technical teams on platform configuration, integrations, workflows, data management, reporting, security roles, and related Dynamics 365 functionalities.

• Establish and track product performance metrics, adoption rates, user feedback, and business outcomes for ongoing improvement.

• Manage stakeholder expectations and communicate product priorities, roadmaps, release plans, system changes, dependencies, risks, and implementation impacts.

• Assist in change management, documentation, communication, training, and user adoption processes.

• Review Microsoft Dynamics 365 and Microsoft Power Platform capabilities, product roadmaps, new features, and emerging technologies.

• Ensure that solutions adhere to standards for platform governance, security, data integrity, documentation, change management, regulatory compliance, and system sustainability.

• Perform other miscellaneous duties as assigned.

⛳️ Requirements

• Bachelor’s degree in Business, Information Technology, Computer Science, Management Information Systems, or a related field, or a comparable combination of education and relevant professional experience.

• Over 5 years of experience in implementing and supporting Microsoft Dynamics 365 CRM solutions or similar CRM solutions in a service organization.

• Proven functional leadership experience with Microsoft Dynamics 365 in a complex business or enterprise setting.

• Familiarity with Power Platform tools (Power Apps, Power Automate, Power BI).

• Strong knowledge of Dataverse and API integrations.

• Experience in developing and managing platform roadmaps, backlogs, user stories, acceptance criteria, and business requirements.

• Solid understanding of business process analysis, process improvement, system configuration, data management, integrations, workflows, and reporting.

• Demonstrated capacity to lead cross-functional initiatives, manage competing priorities, and influence results without direct authority.

• Exceptional written and verbal communication skills.

• Ability to engage with internal/external clients/customers in a professional manner.

🏝️ Benefits

• Comprehensive Medical, Dental, Vision, and Life insurance for employees and their dependents.

• Employer contributions to 401K plans.

• Paid time off including vacation, sick leave, community involvement, bereavement, jury duty, and holidays.

• Paid parental leave.

• Paid days for community involvement/volunteering.

• Access to Wellness Resources and Employee Assistance Programming.