Sparix Global.

MSD 365 Customer Relationship Management (CRM) Lead

Remote, United States remote Entry Salary not listed
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About the role

Headquarters: Anguilla
URL: http://sparixglobal.com

Job Title - MSD 365 Customer Relationship Management (CRM) Lead

Experience Required - 10+ Years

Timezone - EST (Approx 6:30 PM IST to start, 8 hours a day)

Work Mode: Remote

Description of Duties

Study and understand the PTC's current, plus desired, Microsoft CE application, configurations, and technologies.

Coordinate changes and designs to the CBOS and UBOS, plus the PTC's other technologies, ensuring they meet PTC's needs and follow standards and policies.

Architect and build a roadmap for delivery.

Assign work and manage and mentor a team of CRM and full stack developers.

Ensure successful delivery for the CRM, portal, and web app as part of the UBOS project.

Advise PTC leadership on current trends in Microsoft CE applications and functionalities.

Act as a subject matter expert and represent the PTC in meetings and reports with stakeholders.

Raise concerns and potential issues to PTC leadership with sufficient detail for decision-making.

Architect, and Develop Microsoft CE customizations and configurations to meet PTC's functionality needs.

Support integrations with middleware, ERP systems, payment gateways, phone systems, etc., which are part of the UBOS ecosystem.

Act as an expert for Data Migration to Microsoft CRM.

Fully document all created work associated with this position, including technical and functional designs and diagrams, test plans, test scripts, impact analysis reports, lessons learned, best practices for others to follow, plus any other documentation as required by the PTC. This documentation shall follow the format and / or templates as instructed by the PTC.

Develop and maintain productive working relationships with technology staff, business owners, project sponsors, vendors, and key clients.

Lead and participate in project team activities for system work efforts related to enterprise systems.

Work independently to accomplish the tasks and duties assigned.

Adhere to and follow all PTC standards, policies, and procedures.

Utilize various software and/or technology tools to perform job duties.

Perform tasks and other duties as related to this position and role and assigned by the PTC.

Minimum Experience

10 years of Microsoft CE application software systems implementation experience.

10 years of experience developing CRM applications using .Net, JavaScript, Python, React, SSIS, Reporting Services.

5 years as a Microsoft certified FastTrack solution architect for business applications.

2 years of experience leveraging Azure AI services and Machine Learning for developing Microsoft D365 CE business applications.

Delivered 2 projects as a certified FastTrack project for Business Applications.

Delivered 1 successful implementations leveraging AI technologies to enhance customer service operations, including Development and implementation of AI-driven chatbots and virtual assistants, Leveraging Copilot and Azure AI for Microsoft Dynamics CRM solution deployment.

Hands-on experience with Dynamics Contact Center solution deployment, including ability to manage and optimize communication processes, improving efficiency and customer satisfaction.

Conducted training sessions on AI tools and Dynamics Contact Center features, ensuring team members are proficient and up-to-date with the latest technologies.

Proven implementation experience in Data Migration to Microsoft CRM from other non-COTs account management systems.

Proven implementation experience in developing integrations with ERP systems and data repositories.

Implemented high-volume contact center applications, including CRM, Portal, and Mobile Apps for customer service, Natural Language Interactive Voice Response (IVR), ChatBOT functions enabled.

Strong understanding of Human Centered Design Approach for product development

Proficient in the Microsoft Office 365 suite of business software including Teams, Word, Excel, and PowerPoint.

Proficient in the Microsoft ADO Testing Module.

Equivalent combination of education and/or experience may be accepted.

Required Skillset

The ideal candidate will be a certified Microsoft Power Platform or Customer Engagement Fast Track Solution Architect.

Must have at least 10 years of expertise in Microsoft CE application development as a lead developer and/or architect.

Strong proven technical experience in developing and deploying multiple cutting-edge technology solutions using D365 CE and Power Platform and leveraging AI and Machine Learning to build business applications to streamline customer experience.

Integration experience in an event driven de-coupled architecture, with SAP ERP for pricing, billing, and financial integrations, with payment gateways for real-time payment processing, including digital wallets and peer-to-peer payment methods, with social media, Natural Language IVR, ChatBOT, and contact center systems in an omnichannel environment.

Desired Skillset

Additional beneficial skills include:

Enterprise Business Solutions, specifically SAP projects.

ITIL / ITSM practices and methodologies.

Certifications / Education

Bachelor's degree in business management or information systems. Equivalent combination of education and/or experience may be accepted.

Microsoft MVP for the award category of Business Applications and the technology area of Customer Experience, and/or Power Apps, and/or Copilot Studio.

5+ years as a Microsoft-certified solution architect for business applications.

Azure AI Fundamentals certification or similar AI or Machine Learning certifications.

Microsoft Dynamics-related certifications.

Equivalent combination of education and/or experience may be accepted.

While sharing the profile of your resource, share the updated LinkedIn ID's of candidates aligned with the CV and the skill matrix table mentioned below, too

Technology / Skill Area

Candidate Experience (Years)

Self Rating (Out of 10)

1

Overall Years of Experience

2

Relevant Experience

3

Microsoft Dynamics 365 CE / Microsoft CE

/10

4

D365 CE Application Development / Architecture

/10

5

Microsoft Power Platform

/10

6

FastTrack Solution Architect – Business Applications

/10

7

.NET Development

/10

8

JavaScript

/10

9

Python

/10

10

React

/10

11

SSIS

/10

12

SSRS / Reporting Services

/10

13

Azure AI Services / Machine Learning

/10

14

Copilot / AI-driven Chatbots / Virtual Assistants

/10

15

Dynamics 365 Contact Centre

/10

16

Data Migration to Microsoft CRM

/10

17

ERP Integration / SAP ERP

/10

To apply: https://weworkremotely.com/remote-jobs/sparix-global-msd-365-customer-relationship-management-crm-lead

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Role
Design & Creative API integration CRM Customer Service Data Analysis Excel remote

Likely questions

  1. Tell us about work you have done that is close to the MSD 365 Customer Relationship Management (CRM) Lead role.
  2. How would you approach your first 30 days at Sparix Global.?
  3. Which of API integration, CRM and Customer Service have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with API integration, CRM and Customer Service.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the MSD 365 Customer Relationship Management (CRM) Lead role because I can bring practical experience in API integration, CRM and Customer Service, learn the team quickly, and contribute to the outcomes Sparix Global. needs from this hire.

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