Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team
The Dynamics 365 Team delivers and enhances business-critical applications that support key capabilities across CFS. The Dynamics 365 CRM Developer partners with business, technology and delivery teams to deliver customer-focused solutions on the Microsoft Dynamics 365 platform. The role contributes to CFS’s strategic priorities of improving customer, advice and retirement outcomes. CFS encourages the use of AI and emerging technologies to drive innovation, efficiency and continuous improvement.
ResponsibilitiesDesign and build solutions across Dynamics 365 Customer Service, Sales, Customer Insights - Journeys, Customer Insights - Data, Power Platform, Microsoft Fabric and Microsoft Copilot Studio.
Design Dataverse data models, entity relationships, security roles, business rules, and develop secure integrations with enterprise services, APIs and third-party applications.
Support data migration, reconciliation, validation and data-quality remediation, while managing ALM, solution packaging, CI/CD pipelines and deployment governance using Azure DevOps or GitHub.
Contribute to solution design, technical documentation, troubleshooting and production support, collaborating with architects, functional consultants, testers, and business stakeholders to translate requirements into scalable and maintainable solutions.
- Demonstrated experience developing solutions using Microsoft Dynamics 365 and Power Platform, including delivery across Sales, Customer Insights Journeys (Marketing) and/or Customer Service.
- Strong capability building CRM solutions across areas such as case management, complaints management, workflow automation, sales pipeline management, campaign management and real-time journey orchestration.
- Hands-on experience with Dataverse, data modelling, model-driven apps, plug-ins, Power Automate, APIs, security roles, access controls and secure development practices.
- Experience applying ALM and CI/CD practices for Power Platform solutions, with strong problem-solving, communication and stakeholder engagement skills.
- Highly desirable: Experience in financial services or other regulated environments, Customer Insights - Journeys and Customer Insights - Data, Microsoft Fabric, Python, Power Apps, Power Pages, React, JavaScript, TypeScript and responsive design.
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
- Additional day for your birthday
- Hybrid working model
- Access to CFS Employer Super
- Life Leave - 3 days per annum
- Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
- Access to Corporate rates with BUPA Health Insurance
- Trusted coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing
CFS Culture
At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
This role is based on Gadigal Land (Sydney).
Skills Required
- Demonstrated experience developing solutions with Microsoft Dynamics 365 and Power Platform, including Sales, Customer Insights Journeys and/or Customer Service.
- Experience building CRM solutions for case management, complaints management, workflow automation, sales pipeline management, campaign management, or real-time journey orchestration.
- Hands-on experience with Dataverse, data modelling, model-driven apps, plug-ins, Power Automate, APIs, security roles, access controls, and secure development practices.
- Experience applying application lifecycle management and CI/CD practices for Power Platform solutions.
- Strong problem-solving, communication, and stakeholder engagement skills.
- Experience in financial services or another regulated environment.
- Experience with Customer Insights Journeys, Customer Insights Data, Microsoft Fabric, Python, Power Apps, Power Pages, React, JavaScript, TypeScript, and responsive design.
What We Do
We’ve helped over 3 million Australians and counting. We provide superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors. Our wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity. The privacy of your personal information is important to us. We will handle all personal information collected in accordance with applicable privacy laws and our privacy policy and collection statement which can be accessed here www.cfs.com.au/privacy. If you have any questions in relation to our privacy practices or would like to request a copy of our privacy policy please contact us on 13 13 36. Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee and issuer of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer and Investor Directed Portfolio Services (IDPS) operator and administrator of investment products. Information on this social media may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the FirstChoice PDSs and the FSG from www.cfs.com.au or by calling 13 13 36 and FirstWrap PDSs, FSGs and IDPS Guides from www.firstwrap.com.au or your adviser.
