Overview
Skills
Job Details
Experience: Minimum 5 Years of CRM (Sales/Customer Insights (Marketing) product experience required
Key Responsibilities:
Design, implement, and optimizes CRM systems to support business goals, ensuring they integrate effectively with other systems and enhance customer experiences
translate business requirements into technical solutions, manage the overall CRM architecture, and provide guidance to development teams.
coordinate all aspects of user and license management including new user setup/deactivation, roles, profiles, and permissions
Understanding of Azure Dev Ops, Fabric, Integration from Vendor products, environment setup, security setup
Conduct Microsoft Dynamics CRM configuration changes, including Workflow, fields, page layouts, record types, custom settings, dashboards and reports
Ability to communicate (verbal and written) with Microsoft Dynamics business users to understand system requirements and organizational processes
Communicate with the users to determine problems or design requirements
Design, develop and maintain the overall architecture of Microsoft Dynamics CRM based applications for internal users
Troubleshoot problems and provide solutions
Conduct ongoing research on latest CRM technologies
Participate in understanding the productivity gain utilizing Microsoft Dynamics CRM technology and calculate the return on investment.
Review and/or prepare system documentation in accordance to the Microsoft Dynamics CRM process
Assist in enforcement of project deadlines, schedules, and methodologies
Work closely with Quality Assurance team to review testing results or issues
Skills:
Previous Microsoft Dynamics CRM experience
Knowledge of Power Apps or ability to learn other programming languages supported by Microsoft Dynamics 365
Strong communication skills with the ability to communicate with both the business community and the technical community
Strong analytical skills, self-motivation, and attention to detail along with an aptitude to excel in technology transformation projects
Ability to work with external (vendor) customers
Understanding of general banking operation principles, programming logic/processes, Jira, Agile methodology and querying tools
Team oriented and possess a continuous improvement mindset.