Manager, CRM & Reporting Platforms

🕒 May 19

🏢🏡 Austin – Hybrid

⏰ Full Time

🟠 Senior

🔴 Lead

🏆 Customer Success

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Dimensional Fund Advisors

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 15 global offices across North America, Europe, and Asia. As of June 30, 2024, Dimensional manages $739 billion for investors worldwide.

📋 Description

• Lead, mentor, and develop a team of CRM developers, Product Managers, and Reporting Analysts through coaching, building team capability, and continuous improvement • Develop and drive the product development and service roadmap in support of the Global Client Group department • Work with stakeholders in the Global Client Group to understand current business processes and look for opportunities to leverage technology to increase automation and drive efficiencies • Ensure alignment on priorities to achieve firm and department objectives • Manage vendor relationships, software licenses, consultant contracts, and monitor associated financial commitments • Communicate across technical and non-technical audiences, ensuring clarity on priorities, trade-offs, and timelines • Oversee the design, and enhancement of CRM solutions within Microsoft Dynamics • Focus on professional development and continuous improvement by identifying skill gaps, seeking feedback, and pursuing learning opportunities • Identify and pursue opportunities to improve ROI and drive delivery through the team while providing clear progress updates to leadership • Maintain a strong orientation toward business outcomes, ensuring that every initiative drives measurable value rather than just activity • Leverage data to guide decisions, using OKRs, KPIs, and other metrics to align team efforts with business outcomes

🎯 Requirements

• Bachelor's degree or equivalent experience in a technical field such as Computer Engineering, Computer Science, etc. • 10+ years of relevant work experience driving technical product management, business analysis, engineering management and operations efforts • Experience solving business problems through the design and development of solutions in a CRM platform • Deep understanding of CRM systems with a preference for Microsoft Dynamics • Experience as a hands-on architect or developer within Microsoft Dynamics or Salesforce • Growth mindset, adaptability, and commitment to continued development of self and others • Prior experience with project management, quality assurance and operations • Strong understanding of Agile software development and the ability to lead cross-functional distributed teams to provide successful outcomes • Continuous learner and independent thinker who can work collaboratively with others • Proven track record building, leading, and developing high-performing distributed teams • Prior experience managing multiple vendors, contract and associated financial commitments • Demonstrated strength in connecting technical delivery to business impact • An open-minded, curious, and resourceful approach to work • Passion for and stay current with modern technologies • Solve problems systematically and transparently • Share ideas, solicit/integrate feedback, design and solve collaboratively

🏖️ Benefits

• comprehensive benefits • educational initiatives • special celebrations of our history, culture, and growth