Position: Program Manager with Sales CRM
Location: Long Beach, CA (Day 1 On-Site)
Long Term
Must Have Skills
Skill 1 Migration experience of SFDC to MS dynamics
Skill 2 MS Dynamics
Skill 3 Sales CRM
Skill 4 Healthcare background
Required Qualifications
8+ years of overall experience in Program Management or Large-Scale Project Management.
5+ years of hands-on experience managing Microsoft Dynamics 365 Sales CRM programs.
Strong experience in the Healthcare domain (Payer, Provider, or Health Services), with a clear understanding of sales and broker operations.
Proven track record managing multi-vendor, cross-functional programs.
Strong expertise in Agile, Hybrid, and Waterfall delivery models.
Excellent communication, stakeholder management, and executive presentation skills.
Key Responsibilities
Own and manage end-to-end Sales CRM programs on Microsoft Dynamics 365, spanning multiple workstreams, releases, and geographies.
Define program scope, objectives, success metrics, and delivery roadmaps aligned to business outcomes.
Drive integrated planning across Dynamics 365 configuration, customization, integrations, data migration, reporting, and user adoption.
Ensure delivery commitments across schedule, budget, quality, and scope.
Serve as the primary point of contact for client leadership, sales operations, IT, compliance, and external vendors.
Establish and run program governance, including steering committees, executive reviews, RAID management, and status reporting.
Translate business needs from Sales, Broker, Marketing, and Provider teams into actionable CRM program deliverables.
Proactively manage risks, dependencies, and escalations with clearly defined mitigation strategies.
Ensure CRM solutions align with healthcare regulatory requirements, including HIPAA, PHI handling, and data privacy standards.
Collaborate with compliance, security, and legal teams to embed controls into Dynamics 365 workflows and integrations.
Support audit readiness and maintain documentation for healthcare-specific controls and reporting.
Oversee integrations between Dynamics 365 and upstream/downstream systems such as enrollment, claims, billing, provider data, analytics, and marketing platforms.
Guide teams on best practices for Dynamics 365 architecture, release management, and environment strategy.
Partner with architects and product owners to ensure scalable, secure, and future-ready CRM solutions.
Manage program budgets, forecasts, and resource plans, including onshore/offshore delivery models.
Track benefits realization, ROI, and value delivery tied to sales productivity, pipeline visibility, and operational efficiency.
Support SOW execution, change requests, and commercial governance as required.
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