Senior CRM Lead- PA lOcal

Senior CRM Lead

Middletown, PA.

Hybrid mostly remote

The resource shall be onsite for the full day of this orientation where they will pick up any assigned PTC Equipment

The resource shall attend onsite meetings in Middletown PA locations for 1 week per calendar quarter

Must be local or within a one hour drive

Resumes due Thursday 10/23/2025 5pm

• Study and understand the current, plus desired, Microsoft CE application, configurations, and technologies.
• Coordinate changes and designs to the CBOS and UBOS, plus the PTC s other technologies, ensuring they meet needs and follow standards and policies.
• Architect and build a roadmap for delivery.
• Assign work and manage and mentor a team of CRM and full stack developers.
• Ensure successful delivery for the CRM, portal, and web app as part of the UBOS project.
• Advise leadership on current trends in Microsoft CE applications and functionalities.
• Act as a subject matter expert and represent the in meetings and reports with stakeholders.
• Raise concerns and potential issues to leadership with sufficient detail for decision-making.
• Architect, and Develop Microsoft CE customizations and configurations to meet PTC s functionality needs.
• Support integrations with middleware, ERP systems, payment gateways, phone systems, etc., which are part of the UBOS ecosystem.
• Act as an expert for Data Migration to Microsoft CRM.
• Fully document all created work associated with this position, including technical and functional designs and diagrams, test plans, test scripts, impact analysis reports, lessons learned, best practices for others to follow, plus any other documentation This documentation shall follow the format and / or templates as instructed
• Develop and maintain productive working relationships with technology staff, business owners, project sponsors, vendors, and key clients.
• Lead and participate in project team activities for system work efforts related to enterprise systems.
• Work independently to accomplish the tasks and duties assigned.
• Adhere to and follow all standards, policies, and procedures.
• Utilize various software and/or technology tools to perform job duties.