Project Manager-CRM Expertise: Salesforce + Dynamics 365. - San Jose, CA (Hybrid, locals only)-C2C- CH

Role: Project Manager-CRM Expertise: Salesforce + Dynamics 365 

Location: San Jose, CA (Hybrid, locals only)

Duration: 12+ Months

Must-Have:

• CRM Expertise: Salesforce + Dynamics 365.
• SQL & Data Analysis: Extract, parse, profile, identify anomalies.
• Power BI: Dashboards and reporting.
• Functional/BA Skills: User stories, testing, launch support.

Nice-to-Have:

• Exposure to AI or logic-building (optional).
• Experience in Adobe-like environments .

Team & Scope:

• HM leads a team of product managers supporting territory assignment and crediting functionality.
• Works across Salesforce, Dynamics 365, and homegrown tools for data extraction, analysis, and dashboards.
• Operates at product development and program level, including operational support.

Responsibilities:

• Gather requirements from business stakeholders.
• Data profiling, extraction, and analysis across multiple systems.
• Build dashboards/reports (Power BI).
• Write user stories and assist engineering teams.
• Support testing and system launches.
  • Work Style: Collaborative, not independent; supports an existing PM.
  • Partner closely with Business, Architecture, Tech Leads, and Product Management to drive end-to-end project execution and alignment.
  • Evaluate existing business processes, uncover inefficiencies, and propose data-backed improvements.
  • Use SQL to extract, parse, and analyze CRM and ERP datasets, generating insights that inform operational and strategic decisions.
  • Build and maintain dashboards, reports, and performance metrics to track business health and support continuous optimization.
  • Present analysis, insights, and recommendations to stakeholders through clear, structured communication.
  • Support the rollout of new systems, workflows, and process enhancements to strengthen operational efficiency.
  • Create functional documentation, business process flows, and other project artifacts to ensure clarity and traceability.
  • Write detailed user stories and acceptance criteria in Jira to guide development and testing.

Requirements:

• Strong cross-functional collaboration with business, product, architecture, and engineering teams
• Proficient in SQL for extracting, parsing, and analyzing complex CRM/ERP datasets
• Ability to evaluate business processes and identify optimization opportunities
• Skilled in building dashboards, reports, and performance metrics
• Clear and structured communication of insights and recommendations
• Experience supporting system implementations and process improvements
• Strong documentation capabilities, including workflows, functional specs, and user stories (Jira)