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.

• Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.