Lead Technical D365 Architect

Reposted 8 Days Ago
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Dallas, TX
In-Office
Senior level
Fintech
The Role
The Lead D365 Solutions Architect will design, implement, and optimize Dynamics 365 solutions focused on customer engagement, ensuring alignment with strategic technology goals.
Summary Generated by Built In

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is looking to hire a Lead D365 Solutions Architect to join our growing Enterprise IT team.

About the role:

The Lead D365 Solutions Architect

This role works closely with IT and Firm leadership to set strategic direction for the Firm. You will possess extensive knowledge and experience in designing, implementing, and optimizing Dynamics 365 solutions, with a particular focus on Customer Insights and CRM. This role requires a deep understanding of data integration, customer data platforms, and advanced analytics to drive customer engagement and business growth.

As a Lead D365 Solutions Architect, you will be part of:

Solution Design:

  • Architect and design comprehensive solutions within the Marketing Technology stack, focusing on Dynamics 365 Customer Insights and CRM to meet specific business needs.
  • Ensure solutions are aligned with the overall technology strategy and architecture standards of the organization.

Development:

  • Develop custom applications, workflows, and integrations within Dynamics 365 and Power Platform to enhance business processes, particularly focusing on the needs with Marketing and Sales.

Integration:

  • Deep understanding of D365 API integration from microservices, 3rd party apps, and custom-built applications. Integration experience with Synapse, Data Lake, and Dynamics Managed Environments.
  • Implement data governance and data quality measures to ensure the accuracy and reliability of customer data.

Collaboration:

  • Work closely with cross-functional and technical teams including marketing, business development, cloud services, enterprise architecture, and other IT and business teams to ensure successful design, deployment, and adoption of Dynamics 365 solutions.

Documentation:

  • Create and maintain comprehensive technical documentation of solution designs, implementation plans, and best practices.

Analytics & Insights:

  • Leverage Customer Insights to analyze customer behavior and generate actionable insights that drive personalized customer experiences and business growth.

What you will need:

•Nine (9) years of proven experience with Microsoft Dynamics 365, including Dynamics CRM and Dynamics Customer Insights, and Power Platform tools

•Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.

Technical Competencies

  • Strong understanding of data modeling, database design, and ETL processes.
  • Experience with API integration and data connectors including custom connectors.
  • Familiarity with Agile development methodologies.
  • Experience with Azure services and other Microsoft 365 tools.
  • Knowledge of programming languages such as C#, JavaScript, or Python.
  • Certifications: Relevant Microsoft certifications, including:
  • Microsoft Certified: Dynamics 365 Fundamentals (CRM)
  • Microsoft Certified: Dynamics 365 Customer Insights
  • Microsoft Certified: Power Platform + Dynamics 365 Solution Architect Expert

Our Perks:

  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits
  • Complete list of benefits here

#LI-J1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.

Top Skills

Azure Services
C#
Data Lake
JavaScript
Microsoft Dynamics 365
Power Platform
Python
Synapse
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The Company
Century City, California
6,732 Employees
Year Founded: 2012

What We Do

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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