Platform Manager – Microsoft Dynamics 365 CRM

Job not on LinkedIn

🔥 13 hours ago

🏄 California, Colorado, +8 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🌽 Illinois – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote

💵 $115k - $160k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Toppan Merrill

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Toppan Merrill is a leading provider of financial services solutions focusing on regulatory compliance, content management, and communication services for capital markets, corporate compliance, and health plans. The company offers advanced technology platforms such as Bridge for EDGAR and iXBRL filing, SEC Connect for managing a variety of form types, and SOX Automation for comprehensive SOX compliance management. With over 50 years of experience, Toppan Merrill helps clients streamline financial reporting, create compliant disclosures, and manage investor, shareholder, and member communications efficiently. Their solutions enable businesses to navigate the complexities of IPOs, mergers, acquisitions, and SPAC transactions while remaining compliant with SEC regulations. The company caters to industries affected by SEC regulatory changes, offering tools for both regulatory disclosure and marketing communications.

📋 Description

• Own and maintain the Microsoft Dynamics 365 CRM product vision, roadmap, and backlog, ensuring priorities align with business objectives and organizational strategy. • Partner with business leaders, end users, IT, and other stakeholders to understand business processes, identify needs, and define opportunities for platform enhancements. • Translate business requirements into epics, features, user stories, acceptance criteria, and functional requirements for development and configuration teams. • Prioritize product features, enhancements, defects, and technical improvements based on business value, user impact, risk, dependencies, and available resources. • Serve as the primary functional decision-maker for the Dynamics 365 platform, providing direction to developers, administrators, analysts, architects, and implementation partners. • Lead and participate in product discovery, backlog refinement, sprint planning, solution demonstrations, user acceptance testing, release planning, and post-implementation reviews. • Evaluate processes and system functionality to identify opportunities for automation, standardization, simplification, and improved user experience. • Partner with technical teams on platform configuration, integrations, workflows, data management, reporting, security roles, and related Dynamics 365 capabilities. • Establish and monitor product performance measures, adoption, user feedback, and business outcomes for continuous improvement. • Manage stakeholder expectations and communicate product priorities, roadmaps, release plans, system changes, dependencies, risks, and implementation impacts. • Support change management, documentation, communications, training, and user adoption. • Evaluate Microsoft Dynamics 365 and Microsoft Power Platform capabilities, product roadmaps, new functionality, and emerging technologies. • Ensure solutions comply with standards for platform governance, security, data integrity, documentation, change management, regulatory requirements, and system sustainability. • Perform miscellaneous duties as assigned.

🎯 Requirements

• Bachelor’s degree in Business, Information Technology, Computer Science, Management Information Systems, or a related field, or equivalent combination of education and relevant professional experience. • 5+ years of experience implementing and supporting Microsoft Dynamics 365 CRM solutions or comparable CRM solutions in a service organization. • Demonstrated functional leadership experience working with Microsoft Dynamics 365 in a complex business or enterprise environment. • Experience with Power Platform tools (Power Apps, Power Automate, Power BI) • Strong understanding of Dataverse and API integrations. • Experience developing and managing platform roadmaps, backlogs, user stories, acceptance criteria, and business requirements. • Strong understanding of business process analysis, process improvement, system configuration, data management, integrations, workflows, and reporting. • Demonstrated ability to lead cross-functional initiatives, manage competing priorities, and influence outcomes without direct authority. • Excellent written and verbal communication skills. • Ability to interact with internal/external clients/customers in a professional manner.

🏖️ Benefits

• Enhanced Medical, Dental, Vision and Life insurance for employees and dependents • Employer Contribution to 401K • Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays. • Paid parental leave • Paid community involvement/volunteer days • Wellness Resources and Employee Assistance Programming