Dynamics365 Tech Lead

Reposted Yesterday
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech
The Role
Lead technical design and delivery of Dynamics 365 Sales and Customer Service solutions. Drive solution architecture, custom development (Dataverse, plugins, JavaScript, C#), Power Platform automations, enterprise integrations (REST/GraphQL, event-driven), data ingestion and analytics partnerships, governance, DevOps, security-by-design, production support escalation, and mentor engineering teams to deliver scalable, measurable CRM outcomes.
Summary Generated by Built In

Position Summary:

The Dynamics 365 Technical Lead serves as the technical authority for Microsoft Dynamics 365 Sales and Customer Service solutions, driving the design, development, integration, and operational excellence of CRM capabilities across the enterprise. This role partners closely with product owners, architects, engineers, and business stakeholders to deliver scalable, secure, and resilient solutions that improve customer experiences and business outcomes. The leader balances out-of-the-box platform capabilities with custom development and integration strategies while establishing engineering standards, governance practices, and technical direction for distributed delivery teams. Success in this role requires deep Dynamics 365 and Power Platform expertise, strong integration and data engineering knowledge, and a passion for mentoring teams and driving measurable business value.

Responsibilities:

  • Partner with cross-divisional, cross-functional product and technology teams to build seamless participant engagement capabilities and omni channel experiences 

  • Serve as the technical lead and subject matter expert for Dynamics 365 Sales and Customer Service solutions, providing strategic direction and technical oversight across the CRM ecosystem.

  • Own end-to-end solution design and technical implementation, translating business requirements into scalable, secure, and supportable platform capabilities.

  • Lead the design, configuration, and development of Dynamics 365 features, including Leads, Opportunities, Accounts, Contacts, Cases, Activities, Queues, and SLA management.

  • Develop and oversee advanced platform customizations using Dataverse, JavaScript, C#, plug-ins, custom workflow activities, and custom APIs.

  • Design and govern Power Platform solutions, including Power Automate workflows that support sales processes, customer service operations, and business automation initiatives.

  • Lead enterprise integrations between Dynamics 365 and upstream/downstream platforms using REST APIs, GraphQL, event-driven architecture patterns, and cloud-based data ecosystems.

  • Partner with data engineering teams to design and support data ingestion, transformation, orchestration, and consumption frameworks, including Microsoft Fabric and enterprise analytics environments.

  • Establish and enforce engineering standards, application lifecycle management practices, governance controls, and DevOps processes that promote platform stability, performance, and scalability.

  • Champion secure-by-design principles, ensuring compliance with enterprise security, privacy, auditability, and access control requirements.

  • Provide technical leadership during production support activities, acting as the escalation point for complex issues spanning CRM, integrations, APIs, and data platforms.

  • Mentor engineers and technical contributors, conduct design and code reviews, and foster continuous improvement in engineering quality and delivery practices.

  • Collaborate with product management, architecture, and business stakeholders to prioritize initiatives, evaluate trade-offs, and ensure solutions deliver measurable business outcomes.

  • Support testing, deployment, release readiness, and operational monitoring activities, including performance, resiliency, and security validation.

  • Evaluate and enable emerging capabilities, including AI-powered platform features, while ensuring responsible data governance and adoption practices.

Qualifications:

  • Bachelor's degree in Computer Science, Information Systems, Engineering, or an equivalent combination of education, training, and relevant experience.

  • 7+ years of experience in enterprise application development with a proven track record designing and delivering large-scale business technology solutions.

  • 3+ years of experience focused on Microsoft Dynamics 365 Customer Engagement (Sales and/or Customer Service) and Power Platform technologies.

  • Demonstrated experience leading complex Dynamics 365 implementations, including solution architecture, platform configuration, and custom development.

  • Deep expertise in Dataverse data modeling, security architecture, business process automation, plug-ins, custom APIs, JavaScript, and C# development.

  • Experience designing and implementing enterprise integrations using REST APIs, GraphQL, event-driven architectures, and real-time or batch processing patterns.

  • Hands-on knowledge of data ingestion, pipeline development, orchestration, observability, error handling, and enterprise data integration practices.

  • Experience working with Azure services, cloud-native integration technologies, and modern DevOps practices including GitHub and Azure DevOps.

  • Strong understanding of CI/CD pipelines, release management, source control, and application lifecycle management.

  • Experience leveraging AI-enabled platform capabilities to improve engineering productivity and business outcomes while maintaining strong governance controls.

  • Excellent communication and stakeholder management skills, with the ability to translate technical concepts into business-relevant recommendations.

  • Proven success leading technical teams, establishing engineering standards, mentoring developers, and driving cross-functional delivery.

  • Experience with Microsoft Fabric, data engineering, customer data platforms, AWS data services, or enterprise analytics environments is preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Skills Required

  • Bachelor's degree in Computer Science, Information Systems, Engineering, or equivalent experience
  • 7+ years enterprise application development experience
  • 3+ years focused on Microsoft Dynamics 365 Customer Engagement (Sales and/or Customer Service) and Power Platform
  • Proven experience leading complex Dynamics 365 implementations including solution architecture and platform configuration
  • Deep expertise in Dataverse data modeling, security architecture, and business process automation
  • Custom development experience with plug-ins, custom workflow activities, custom APIs, JavaScript, and C#
  • Experience designing and implementing integrations using REST APIs, GraphQL, and event-driven architectures
  • Hands-on knowledge of data ingestion, pipeline development, orchestration, observability, and error handling practices
  • Experience with Azure services, cloud-native integration technologies, and modern DevOps practices
  • Experience with CI/CD pipelines, release management, source control (GitHub/Azure DevOps), and application lifecycle management
  • Proven success leading technical teams, mentoring developers, conducting design and code reviews
  • Experience leveraging AI-enabled platform capabilities while maintaining governance controls
  • Experience with Microsoft Fabric, AWS data services, customer data platforms, or enterprise analytics environments

Vanguard Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.

  • Retirement Support Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
  • Wellbeing & Lifestyle Benefits Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
  • Affordable Benefits Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.

Vanguard Insights

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The Company
HQ: Malvern, PA
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.

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