Manager, CRM & Reporting Platforms

Job Description:

We are seeking a strategic, outcome-focused Manager of CRM and Reporting Platforms to lead a cross-functional team of CRM developers, Product Managers, and Reporting Analysts. This person will be responsible for managing people, aligning priorities with business stakeholders, and driving the maturity of the Microsoft Dynamics 365 and enterprise reporting platforms.

As a primary partner to the Sales Operations team, you will ensure that our CRM and reporting capabilities are optimized for scale, aligned with business goals, and delivering measurable value. This role requires someone who leads through others, values strategic clarity, and takes accountability for delivering high-impact solutions, not just features.

DUTIES & RESPONSIBILITIES

• Lead, mentor, and develop a team of CRM developers, Product Managers, and Reporting Analysts through coaching, building team capability, and continuous improvement

• Develop and drive the product development and service roadmap in support of the Global Client Group department

• Work with stakeholders in the Global Client Group to understand current business processes and look for opportunities to leverage technology to increase automation and drive efficiencies

• Ensure alignment on priorities to achieve firm and department objectives

• Manage vendor relationships, software licenses, consultant contracts, and monitor associated financial commitments

• Communicate across technical and non-technical audiences, ensuring clarity on priorities, trade-offs, and timelines

• Oversee the design, and enhancement of CRM solutions within Microsoft Dynamics

• Focus on professional development and continuous improvement by identifying skill gaps, seeking feedback, and pursuing learning opportunities

• Identify and pursue opportunities to improve ROI and drive delivery through the team while providing clear progress updates to leadership

• Maintain a strong orientation toward business outcomes, ensuring that every initiative drives measurable value rather than just activity

• Leverage data to guide decisions, using OKRs, KPIs, and other metrics to align team efforts with business outcomes

QUALIFICATIONS

• Bachelor's degree or equivalent experience in a technical field such as Computer Engineering, Computer Science, etc.

• 10+ years of relevant work experience driving technical product management, business analysis, engineering management and operations efforts

• Experience solving business problems through the design and development of solutions in a CRM platform

• Deep understanding of CRM systems with a preference for Microsoft Dynamics

• Experience as a hands-on architect or developer within Microsoft Dynamics or Salesforce

• Growth mindset, adaptability, and commitment to continued development of self and others

• Prior experience with project management, quality assurance and operations

• Strong understanding of Agile software development and the ability to lead cross-functional distributed teams to provide successful outcomes

• Continuous learner and independent thinker who can work collaboratively with others

• Strong communication skills, both verbal and written

• Proven track record building, leading, and developing high-performing distributed teams

• Prior experience managing multiple vendors, contract and associated financial commitments

• Demonstrated strength in connecting technical delivery to business impact

• An open-minded, curious, and resourceful approach to work

• Passion for and stay current with modern technologies

• Solve problems systematically and transparently

• Share ideas, solicit/integrate feedback, design and solve collaboratively

PREFERRED

• Take a software engineering approach and demonstrate automation and security mindsets

• Experience with enterprise reporting tools (such as Coric or Vermilion) and underlying data structures, with the ability to support scalable, reliable reporting solutions

• Familiarity with Power BI or similar business intelligence tools for interactive reporting and dashboard creation

• Knowledge of Marketing Automation platforms (such as Microsoft Customer Insights-Journeys)

• Experience using OKRs or similar frameworks to align teams and measure success

• Master’s degree or equivalent experience in a technical field such as Computer Engineering, Computer Science, etc.

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