Manager, CRM & Reporting Platforms
AI summary of the role
This role leads a cross-functional team of CRM developers, Product Managers, and Reporting Analysts to drive the maturity of Microsoft Dynamics 365 and enterprise reporting platforms.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- Lead, mentor, and develop a team of CRM developers, Product Managers, and Reporting Analysts
- Develop and drive the product development and service roadmap in support of the Global Client Group department
- Work with stakeholders to understand business processes and leverage technology for automation and efficiency
- Manage vendor relationships, software licenses, consultant contracts, and associated financial commitments
What you’ll bring
- 10+ years of relevant work experience driving technical product management, business analysis, engineering management and operations
- Deep understanding of CRM systems with a preference for Microsoft Dynamics
- Experience as a hands-on architect or developer within Microsoft Dynamics or Salesforce
- Strong understanding of Agile software development and ability to lead cross-functional distributed teams
Technologies
Microsoft Dynamics 365 · Salesforce · Power BI · Coric · Vermilion · Microsoft Customer Insights-Journeys · OKRs · KPIs · Agile
About Dimensional Fund Advisors
Systematic investment manager serving institutions and advisors through evidence-based mutual funds, active ETFs, SMAs, and UMA portfolio technology.
Private Late · 1000–2000 people
Source and classification
Internal deployment & tooling · Evidence for this classification:
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
More from the job description
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 associate [... source excerpt omitted ...] y 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 Mic [... source excerpt omitted ...] 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
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