Job Title: Project Manager – Finance & Accounting / Microsoft Dynamics 365 CRM & CE
Location: Remote
Experience: 10+ Years (Overall Project Management Experience)
Required Certification: PMP (Project Management Professional)
Technical Skills: Dynamics 365 Online, Power Platform, CRM, Customer Engagement (CE)
Job Summary
We are seeking an experienced Project Manager with a strong background in Finance, Accounting, and Microsoft Dynamics 365 implementations. The ideal candidate will have extensive experience managing enterprise-level CRM transformation initiatives, Dynamics 365 Online implementations, Power Platform solutions, and Single-CRM Strategy programs.
The candidate must have a strong understanding of finance and accounting business processes, CRM modernization, and customer engagement solutions. PMP certification is mandatory, along with proven experience leading cross-functional teams, managing project delivery, and coordinating business and technical stakeholders.
Key Responsibilities
Lead end-to-end Microsoft Dynamics 365 CRM and Customer Engagement (CE) implementation projects.
Manage finance and accounting-related projects, including financial operations, budgeting, reporting, and process improvements.
Drive Dynamics 365 Online implementation, customization, configuration, and integration initiatives.
Lead enterprise-wide Single-CRM Strategy programs to consolidate multiple CRM platforms into a unified CRM ecosystem.
Manage Microsoft Power Platform solutions, including Power Apps, Power Automate, and Power BI.
Coordinate with finance, accounting, business, IT, and technical teams to ensure successful project delivery.
Define project scope, objectives, timelines, milestones, deliverables, and resource allocation.
Manage project budgets, risks, issues, dependencies, and change requests.
Work closely with business stakeholders to gather requirements and translate them into technical deliverables.
Oversee CRM data migration, system integration, testing, deployment, and post-implementation support.
Ensure alignment between business objectives and Dynamics 365 CRM capabilities.
Prepare project status reports, executive presentations, and stakeholder communications.
Manage vendors, implementation partners, and third-party service providers.
Required Technical Skills
Skill | Requirements |
|---|
Microsoft Dynamics 365 | Strong experience with Dynamics 365 Online |
CRM | Enterprise CRM implementation and modernization |
Customer Engagement (CE) | Dynamics 365 Customer Engagement modules |
Power Platform | Power Apps, Power Automate, Power BI |
Single-CRM Strategy | Enterprise CRM consolidation and transformation |
Finance & Accounting | Financial operations, accounting processes, and reporting |
Project Management | End-to-end project planning and delivery |
PMP | Active PMP certification – Mandatory |
Required Qualifications
10+ years of overall IT Project Management experience.
Strong experience managing Microsoft Dynamics 365 CRM implementation projects.
Hands-on project delivery experience with Dynamics 365 Online.
Experience with Dynamics 365 Customer Engagement (CE).
Strong knowledge of Microsoft Power Platform.
Proven experience implementing or managing a Single-CRM Strategy.
Finance and accounting domain experience is mandatory.
PMP certification is mandatory.
Excellent communication, leadership, stakeholder management, and vendor management skills.
Experience managing large-scale enterprise transformation initiatives.
Preferred Qualifications
Regards,
Radiantze Inc