CX Transformation – CRM Strategist/Microsoft Dynamics Product Strategist – Director

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3 Locations
In-Office
195K-275K Annually
Big Data • Cloud • Fintech • Financial Services • Conversational AI
Bringing together tech and market expertise to help people build better financial futures.
The Role

About this role

About Client Experience

Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We have a dedicated Client Experience Transformation function, which is responsible for understanding the needs of our clients and colleagues and evolving our transformation strategy and roadmap and delivering across people, process and technology initiatives with key partners across the entire enterprise. A critical part of our client experience vision is the continued evolution of our enterprise CRM, Microsoft Dynamics, which enables 4,000+ sales, service, investment and other client-facing teams to deliver for our clients.

Your role

The Microsoft Dynamics Product Strategy Lead will sit within Client Experience (CX) Transformation which works to accelerate progress towards our CX mission by influencing, orchestrating and delivering on our transformation agenda, specific to Microsoft Dynamics CRM Strategy. This is a new role that will be responsible for helping to accelerate and scale the delivery of core CX technology. You will partner closely with stakeholders and business partners to understand and align business needs to the current and future needs of the Microsoft Dynamics Platform. You will have a small team that will partner with specific business groups to consult on how to best leverage the product to achieve their business goals. Experience with Microsoft Dynamics is essential. Additionally, stakeholder management, relationship management, communication skills and consultative skills are critical.  This role is pivotal in driving the development, enhancement, and management of our Dynamics product and a proven track record in product strategy and cross-functional collaboration is required.

Team Management & Core Responsibilities 

  • Manage team of Microsoft Dynamics Product Strategists who will be aligned to a specific business group(s)
  • Serve as subject matter expert in aligned areas of business and partner with the business to translate business problems into detailed requirements for the Microsoft Dynamics Platform, identifying where custom development is not needed and a solution could be achieved via existing functionality or business configuration
  • Develop detailed requirements for business specific functionality needs and work across the team to identify potential areas of synergy or enterprise solution opportunities as opposed to business specific design
  • Work closely with Dynamics Product Owners, Client Data and Integrations team to ensure delivery of the product, keeping stakeholders and partners informed along the way
  • Implement and continuously improve the operating model to enhance the partnership with business stakeholders and product owners and other key partners (e.g. Client Data), driving excellence across the team
  • Champion change management techniques and playbook to drive adoption of new capabilities with business partners and users
  • Lead Quarterly Business Health Checks with business stakeholders to review operating model, Dynamics Priorities and user feedback to identify areas of opportunity
  • Support Business Owners with managing Backlog in Bright Idea Platform
  • Identify and prioritize product features based on business objectives, technical feasibility, and customer impact, ensuring alignment with overall firm strategy

Tech Leadership

  • Bring vision and thought leadership to the evolution of our CRM platform, partnering closely with Aladdin, CX Transformation and business partners
  • Develop clear understanding of the key business problems leaders across the firm are solving for and serve as a thought partner for how to leverage Microsoft Dynamics or other CX technologies to address any gaps or opportunity areas
  • Conduct market research and analysis to identify trends, competitive landscape, and customer needs, thereby translating insights into actionable product strategies
  • Partner with Microsoft Dynamics Governance lead to ensure the Roadmap items have a clear business case with well-defined success metrics
  • Review user feedback & adoption metrics and success KPIs to identify potential opportunities for improvement or narrative around success and value delivered via the Dynamics platform

Talent Management & Development 

  • Foster an inclusive and high-performing culture, with an emphasis on coaching & skill development to ensure strong Microsoft Dynamics expertise, expert relationship management skills and strong communicators
  • Proactively develop the team identifying skills gaps, training/upskilling opportunities, and organizational inefficiencies
  • Drive connectivity between Dynamics Product Strategy pillar and Dynamics Product Owners, Engineering & Support pillars

Your experience

  • 10+ years working in a role focused on CX/customer/CRM or product strategy and/or program management, business or digital transformation programs; Past management consulting experience or experience implementing new CRM technologies is a plus; Experience working with Microsoft Dynamics is required
  • Proven track record of building & leading teams that manage a wide range and diverse set of global stakeholders focused on enterprise technology initiatives; Experience navigating a complex matrix of stakeholders and global teams in multiple time zones
  • Strong background in evolving a technology product vision, consulting on the product, and leading requirements gathering, design, and implementation
  • Excellent communication skills and a strong ability to influence both technical and non-technical audiences at varying degrees of seniority
  • A passion for talent development and experience managing teams (directly and/or indirectly through project work)
  • Strong interpersonal skills and the ability to build rapport with team members - proven experience in a collaborative role within a team environment; Ability to collaborate effectively across teams and influence stakeholders
  • Demonstrated sense of curiosity and the courage to ask tough questions
  • You have a creative and analytical mind, can explore options and synthesize these into conclusions
  • Excellent project management skills with the ability to prioritize and manage multiple projects simultaneously
  • Experience executing change management skills (and proven success developing and executing resistance strategies) to drive a change in behaviors, operating models, or new technology adoption
  • Strategic thinker with a customer-centric approach and a passion for delivering innovative solutions
  • Certification in Dynamics products (e.g., Microsoft Certified: Dynamics 365 Fundamentals) is a plus
  • Experience in service design methodologies (persona, customer journey, service blueprints) and translating into technical solutions is a plus
  • Experienced in the ‘lifecycle of Change’ and ideally the nuances of BlackRock
For New York, NY Only the salary range for this position is USD$215,000.00 - USD$275,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ and Atlanta, GA Only the salary range for this position is USD$195,000.00 - USD$245,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.  Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

 

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [email protected]. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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The Company
HQ: New York, New York
25,000 Employees
Year Founded: 1988

What We Do

As the world’s largest asset manager, BlackRock partners with investors around the globe to help them (and those on whose behalf they invest) plan for life’s most important goals – like retirement, home ownership and their children’s education. Our clients range from governments, foundations and other large institutions to those investing on behalf of individuals, including firefighters, nurses, teachers and factory workers. BlackRock was founded with the idea of creating a better asset management firm — one that was purpose-driven, focused on clients and risk management, and propelled by data and technology. Our breakthrough Aladdin® platform is BlackRock’s technological backbone, helping investors see and manage their whole portfolios in one place – from constructing investments to monitoring risk and executing trades. Used by hundreds of external institutions around the world, Aladdin combines powerful analytics and a common language to help investment teams make faster, more informed decisions across public and private markets. It’s a key part of our business and one of the reasons we’re trusted to manage more assets than any other investment manager today. At BlackRock, we challenge conventions and raise the bar for what’s possible. We harness technology to unlock new solutions, simplify complexity, and deliver investment strategies that meet people where they are. Whether it’s retirement planning, wealth building or navigating market shifts, we’re here to help clients invest more easily, more affordably and with more choice as we chart a path toward financial well-being together. Learn more: Careers.BlackRock.com

Why Work With Us

Without our people, technology is irrelevant. When we combine the power of people with the power of technology, we amplify our ability to create better outcomes for our employees, clients, shareholders and society alike.

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BlackRock has 25,000 employees across more than 100 offices in over 40 countries around the world.

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