CRM Migration Coordinator

Austin, TX, US • Posted 3 hours ago • Updated 3 hours ago

Contract Independent

Contract Corp To Corp

Contract W2

On-site

Depends on Experience

Aziro Technologies LLC

Fitment

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Job Details

Skills

Call Center
CRM
Dynamics 365
migrations

Summary

Position Title: Onsite CRM Migration Coordinator
Location: Austin , TX Client Site, USA
Employment Type: Contract (Onsite-Offshore Model)
Reports To: Offshore Project Lead & Client Stakeholders

Duration: 12+ Months

This role bridges the US client (credit union) with the India-based offshore team for migrating from Call Center CRM to Contact Center CRM, focusing on enhanced omnichannel customer experience.

Key Responsibilities

Act as primary liaison between client stakeholders, onsite team, and offshore India team to ensure seamless communication, requirement gathering, and project alignment in the onsite-offshore model.
Lead migration planning from Call Center CRM (voice-focused) to Contact Center CRM (omnichannel: voice, chat, email, social), including gap analysis, data mapping, configuration, testing, and go-live.
Coordinate daily stand-ups, status updates, issue resolution, and feedback loops; manage expectations, risks, and escalations to drive timely delivery.
Facilitate client workshops for requirements, UAT, and training; ensure compliance with credit union regulations (e.g., data security, financial services standards).
Monitor project timelines, budgets, and KPIs (e.g., CX metrics like resolution time, CSAT); report progress via tools like Jira, MS Teams, or Dynamics dashboards.
Support offshore team with US time zone overlap for real-time collaboration, knowledge transfer on credit union domain, and customization for customer experience enhancements.

Required Qualifications

Category	Details
Experience	7+ years in CRM implementations/migrations; 3+ years hands-on with both Call Center CRM (e.g., traditional telephony systems) and Contact Center CRM (e.g., Microsoft Dynamics 365 Contact Center, NICE, Genesys); proven onsite-offshore project delivery.
Technical Skills	Expertise in Dynamics 365 (preferred), omnichannel setup, API integrations, data migration tools; familiar with Azure/AWS for cloud migrations; credit union/financial services domain knowledge a plus.
Soft Skills	Exceptional communication (written/verbal) for cross-cultural teams; stakeholder management; agile/scrum certified (PMP/Scrum Master ideal).
Education	Bachelor's in IT/Computer Science; certifications like Microsoft Dynamics 365, CCaaS, or ITIL.
Other	Willingness to work US hours; US work authorization; travel flexibility within USA

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 10426227
Position Id: 8926676
Posted 3 hours ago

Company Info

About Aziro Technologies LLC

Aziro (formerly MSys Technologies and pronounced as "Ah-zee-roh") is an AI-native product engineering company driving innovation-led transformation for global enterprises, high-growth ISVs, and AI-first pioneers.

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