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CRM Platform Owner

Dale Workforce Solutions

Boston, MA

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JOB DETAILS
SKILLS
Agile Programming Methodologies, Alliance/Partner Marketing, Backlog Prioritization, Business Processes, Business Skills, Communication Skills, Continuous Improvement, Cross-Functional, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, DevOps, ERP (Enterprise Resource Planning), Enterprise Architecture, Establish Priorities, Field Sales, Leadership, Manufacturing, Microsoft Dynamics, Microsoft Windows Azure, Microsoft Windows CE Operating System, On Site Support, Partner Sales, Price Quotes, Problem Solving Skills, Process Improvement, Product Backlog, Product Management, Product Planning, Requirements Management, Sales Pipeline, Sales Support, Salesforce.com, Scrum Project Management and Software Development, Team Lead/Manager, Team Player, Technology Sales
LOCATION
Boston, MA
POSTED
2 days ago

CRM Platform Owner / Product Owner
Microsoft Dynamics 365 Customer Engagement (CE)

Opportunity

Our client is looking for a CRM Platform Owner to lead the strategy, evolution, and day-to-day ownership of its Microsoft Dynamics 365 Customer Engagement platform. This is an opportunity to inherit a mature platform that supports Sales and Field Service, partner directly with business leaders, and help shape the future of customer engagement as part of a multi-year digital transformation.

This is not a hands-on developer or pure technical architect position. We're looking for someone who understands enterprise CRM platforms, enjoys partnering with the business, can build a roadmap, prioritize work, and lead cross-functional teams and vendor partners to deliver meaningful business outcomes.

What You'll Do

  • Own the Microsoft Dynamics 365 CE platform supporting Sales and Field Service.
  • Serve as the primary technology partner for Sales, Service, and Operations leadership.
  • Develop and maintain the CRM product roadmap aligned with business priorities.
  • Manage the product backlog and drive Agile delivery with internal and external teams.
  • Evaluate enhancement requests and recommend scalable CRM solutions.
  • Coordinate third-party partners and developers while ensuring successful delivery.
  • Improve customer and employee experiences through process optimization and platform enhancements.
  • Support ongoing ERP integration initiatives while preparing the platform for future growth.
  • Drive governance, adoption, release planning, and continuous improvement.

What We're Looking For

  • Experience owning or leading an enterprise CRM platform.
  • Microsoft Dynamics 365 CE experience strongly preferred; Salesforce or another enterprise CRM will also be considered.
  • Experience serving as a Product Owner, CRM Manager, Platform Owner, Solution Lead, or similar role.
  • Strong understanding of CRM business processes including Leads, Opportunities, Quotes, Sales Pipeline, Accounts, Contacts, and Field Service.
  • Experience working in Agile/Scrum environments with backlog ownership and roadmap planning.
  • Ability to translate business requirements into practical technology solutions.
  • Experience leading vendors, consultants, or managed service providers.
  • Excellent communication and stakeholder management skills.

Nice to Have

  • Microsoft Dynamics Field Service
  • Power Platform (Power Apps / Power Automate)
  • CPQ / Configure-Price-Quote solutions
  • ERP integration experience
  • Azure DevOps
  • Equipment, dealership, manufacturing, industrial service, or asset-centric industries

Who Will Thrive Here

We're looking for someone who enjoys building rather than simply maintaining. The ideal candidate is confident, collaborative, naturally curious, and comfortable working with both business and technical stakeholders. They ask good questions, enjoy solving problems, and are excited about helping shape the future direction of an enterprise CRM platform.

Why This Opportunity

• Own a business-critical enterprise platform.
• Help shape the CRM roadmap instead of simply supporting tickets.
• Partner directly with executive business leaders.
• Join a growing Digital Services organization with significant investment in technology modernization.
• Opportunity to grow into Solution Architecture, Enterprise Architecture, or broader Digital Services leadership over time.
 

About the Company

D

Dale Workforce Solutions

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