Job Description

• Work closely with business leaders to understand requirements and translate them into effective CRM and digital solutions.
• Analyze and document business processes, workflows, and data models. Design CRM solutions aligned with organizational objectives.
• Administer, configure, and customize the Microsoft Dynamics CRM and Power Platform environment, including entities, forms, views, flows, workflows, dashboards, and reports.
• Collaborate with cross-functional teams (engineering, sales, marketing, customer service) to ensure seamless integration and adoption of CRM solutions.
• Develop and maintain comprehensive system documentation, including solution design documents, user manuals, and training materials.
• Utilize the Power Platform, including Dynamics 365, Power Apps, and Power Automate, to create business process automation, custom applications, and reporting tools.
• Conduct end-user training sessions and provide ongoing support to ensure user adoption and satisfaction.
• Identify and troubleshoot system issues, recommend enhancements, and optimize CRM functionality.
• Stay informed about the latest Microsoft Dynamics and related technology trends. Identify opportunities to leverage new features.
• Deliver solutions in an iterative manner, promoting efficiency and agility.
• Coordinate team efforts, assign tasks, and establish clear objectives to enhance productivity and achieve goals.

• Bachelor's degree in computer science, Information Systems, Business, or a related field.
• Proven experience as a Microsoft Dynamics Solution Architect or similar role, with hands-on experience in Dynamics CRM administration and configuration.
• Profound knowledge of Microsoft Dynamics CRM, including customization, configuration, and integration capabilities.
• Strong grasp of business processes, particularly in sales, marketing, and customer service domains.
• Proficiency in using the Power Platform (Power Apps and Power Automate) to develop automation and reporting solutions.
• Experience in the insurance industry and/or basic knowledge of insurance or financial services.
• Familiarity with Azure DevOps, including CI/CD Pipelines, blue/green deployments, NuGet packages, etc.
• Experience with Azure SQL, App Services, API Management, PowerBI, Data Factory, Container technologies (Docker), or other Microsoft Azure resources.
• Knowledge of CRM best practices, data migration strategies, and system integration methodologies.
• Strong analytical and problem-solving skills to translate complex business requirements into technical solutions.
• Excellent communication and interpersonal skills to collaborate effectively with diverse stakeholders.
• Proactive and self-motivated, capable of working independently and managing multiple projects concurrently.
• Relevant Microsoft and/or Power Platform certifications strongly preferred (e.g., Power Platform Solution Architect, Power Platform Developer, Microsoft Certified Professional, Microsoft Certified Solutions Associate: Dynamics 365, etc).
• Prior experience in insurance and insurance technology is highly desirable.

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