EY
10,000+ employees
Founded 1989
💸 Finance
Finance • Consulting • Technology
EY is a global professional services firm, widely recognized for providing audit, tax, consulting, and advisory services. It focuses on helping its clients solve complex problems and transform their businesses using data and technology. EY is committed to building a better working world by enhancing trust in financial markets and economies globally. Its services include corporate finance advisory, transaction strategy, technology consulting, and more, catering to sectors such as health, energy, finance, government, and more. EY also emphasizes sustainability and innovation in its solutions.
Agile CRM Functional Manager
🕒 May 6
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EY
10,000+ employees
Founded 1989
💸 Finance
Finance • Consulting • Technology
EY is a global professional services firm, widely recognized for providing audit, tax, consulting, and advisory services. It focuses on helping its clients solve complex problems and transform their businesses using data and technology. EY is committed to building a better working world by enhancing trust in financial markets and economies globally. Its services include corporate finance advisory, transaction strategy, technology consulting, and more, catering to sectors such as health, energy, finance, government, and more. EY also emphasizes sustainability and innovation in its solutions.
📋 Description
• Lead functional design and implementation of Microsoft Dynamics 365 CRM solutions across Sales, Customer Service, and Marketing modules. • Own the analysis, solution design, and validation phases of CRM projects, ensuring alignment with client business objectives. • Partner with client stakeholders to gather requirements, perform fit-gap analysis, and translate business needs into scalable D365 functional solutions. • Facilitate and lead application design workshops, solution reviews, and decision-making sessions. • Provide functional governance across engagements, ensuring designs adhere to platform best practices and business requirements. • Oversee CRM configuration and customization, including entities, forms, views, dashboards, workflows, and business rules. • Collaborate with technical teams on integrations, data migration strategies, and overall solution delivery. • Ensure project documentation is developed, reviewed, and maintained in line with delivery standards. • Support Agile delivery execution, adapting plans based on changing priorities and program needs. • Build and promote a strong quality culture across projects and teams.
🎯 Requirements
• 8+ years of experience in Microsoft Dynamics 365 CRM configuration, customization, and functional delivery. • Proven experience leading at least one end-to-end D365 CRM implementation with functional ownership. • Extensive client-facing consulting or enterprise delivery experience. • Demonstrated people leadership experience, including mentoring, coaching, and capability development. • Degree in BE / B.Tech / MCA / MBA or equivalent with relevant industry experience. • Microsoft Dynamics 365 CRM Functional certification is preferred.
🏖️ Benefits
• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities
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