Customer Relationship Management (CRM) Lead

Posted 19 Days Ago
Be an Early Applicant
Harrisburg, PA, USA
Hybrid
Expert/Leader
Information Technology
The Role
Lead the architecture, customization, integration, data migration, and delivery of Microsoft Dynamics 365 CE CRM solutions. Manage and mentor CRM and full-stack developers, develop implementation roadmaps, support ERP and payment integrations, advise stakeholders, oversee documentation and testing, and implement AI-enabled customer service capabilities including chatbots, virtual assistants, Copilot, Azure AI, contact center, portal, and mobile applications.
Summary Generated by Built In

Data-Core Systems, Inc. is a provider of information technology, consulting, and business process services. We offer breakthrough tech solutions and have worked with companies, hospitals, universities, and government organizations. A proven partner with a passion for client satisfaction, we combine technology innovation, business process expertise, and a global, collaborative workforce that exemplifies the future of work. For more information about Data-Core Systems, Inc., please visit https://datacoresystems.com/.

Our client is a roadway system, and as a part of their digital transformation, they are implementing a solution based on SAP BRIM & Microsoft Dynamics CE.

Data-Core Systems Inc. is seeking a Customer Relationship Management (CRM) Lead to be a part of our Consulting team. You will participate and effectively contribute to the design, development, and implementation of complex applications, often using new technologies. You will provide technical expertise and systems design for individual initiatives. You will have the opportunity to work with other SME consultants from our existing team.

Roles & Responsibilities:

  • Study and understand the client's current, plus desired, Microsoft CE application, configurations, and technologies.
  • Coordinate changes and designs to the CBOS and UBOS, plus the client's other technologies, ensuring they meet the client's 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 the client's leadership on current trends in Microsoft CE applications and functionalities.
  • Act as a subject matter expert and represent the client in meetings and reports with stakeholders.
  • Raise concerns and potential issues to the client's leadership with sufficient detail for decision-making.
  • Architect and develop Microsoft CE customizations and configurations to meet the client'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 as required by the client. This documentation shall follow the format and/or templates as instructed by the client.
  • Adhere to and follow all clients' standards, policies, and procedures.
  • Perform tasks and other duties as related to this position and role, and assigned by the client.

Required Skills & Experience:

  • 10 years of Microsoft CE application software systems implementation experience.
  • 10 years of experience developing CRM applications using .Net, JavaScript, Python, React, SSIS, and Reporting Services.
  • 5 years as a Microsoft-certified FastTrack solution architect for business applications.
  • 2 years of experience leveraging Azure AI services and Machine Learning for developing Microsoft D365 CE business applications.
  • Delivered 2 projects as a certified FastTrack project for Business Applications.
  • Delivered 1 successful implementation leveraging AI technologies to enhance customer service operations, including the development and implementation of AI-driven chatbots and virtual assistants, leveraging Copilot and Azure AI for Microsoft Dynamics CRM solution deployment.
  • Hands-on experience with Dynamics Contact Center solution deployment, including the ability to manage and optimize communication processes, improving efficiency and customer satisfaction.
  • Conducted training sessions on AI tools and Dynamics Contact Center features, ensuring team members are proficient and up-to-date with the latest technologies.
  • Proven implementation experience in Data Migration to Microsoft CRM from other non-COTs account management systems.
  • Proven implementation experience in developing integrations with ERP systems and data repositories.
  • Implemented high-volume contact center applications, including CRM, Portal, and Mobile Apps for customer service, Natural Language Interactive Voice Response (IVR), and ChatBOT functions enabled.
  • Strong understanding of the Human Centered Design Approach for product development
  • Proficient in the Microsoft ADO Testing Module.

Preferred Certifications & Education Qualifications:

  • Bachelor’s degree in business management or information systems. An equivalent combination of education and/or experience may be accepted.
  • Microsoft MVP for the award category of Business Applications and technology area of Customer Experience, and/or Power Apps, and/or CoPilot Studio.
  • 5+ years as a Microsoft-certified solution architect for business applications.
  • Azure AI Fundamentals certification or similar AI or Machine Learning certifications.
  • Microsoft Dynamics-related Certifications.
  • An equivalent combination of education and/or experience may be accepted.

We are an equal opportunity employer.

#Dice

Skills Required

  • 10 years of Microsoft CE application software systems implementation experience
  • 10 years of CRM application development experience using .NET, JavaScript, Python, React, SSIS, and Reporting Services
  • 5 years as a Microsoft-certified FastTrack solution architect for business applications
  • 2 years leveraging Azure AI services and Machine Learning for Microsoft Dynamics 365 CE business applications
  • Delivered two projects as certified FastTrack projects for Business Applications
  • Delivered one successful AI-enhanced customer service implementation involving chatbots, virtual assistants, Copilot, and Azure AI
  • Hands-on Dynamics Contact Center solution deployment experience
  • Experience conducting training on AI tools and Dynamics Contact Center features
  • Microsoft CRM data migration experience from non-COTS account management systems
  • Experience developing integrations with ERP systems and data repositories
  • Experience implementing high-volume contact center applications, CRM portals, mobile apps, IVR, and chatbot functions
  • Strong understanding of Human Centered Design for product development
  • Proficiency in the Microsoft ADO Testing Module
  • Bachelor's degree in business management or information systems, or equivalent education and experience
  • Microsoft MVP recognition in Business Applications, Customer Experience, Power Apps, or Copilot Studio
  • Azure AI Fundamentals or similar AI or Machine Learning certification
  • Microsoft Dynamics-related certifications
  • 5 or more years as a Microsoft-certified solution architect for business applications
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The Company
HQ: Bristol, PA
445 Employees
Year Founded: 1988

What We Do

Data-Core Systems provides information technology services and business process outsourcing services.

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