Job Summary
We are seeking an experienced Project Manager with a strong background in Finance, Accounting, and Microsoft Dynamics 365 implementations. The ideal candidate will have extensive experience managing enterprise-level CRM transformation initiatives, Dynamics 365 Online implementations, Power Platform solutions, and Single-CRM Strategy programs.
The candidate must have a strong understanding of finance and accounting business processes, CRM modernization, and customer engagement solutions. PMP certification is mandatory, along with proven experience leading cross-functional teams, managing project delivery, and coordinating business and technical stakeholders.
Key Responsibilities
- Lead end-to-end Microsoft Dynamics 365 CRM and Customer Engagement (CE) implementation projects.
- Manage finance and accounting-related projects, including financial operations, budgeting, reporting, and process improvements.
- Drive Dynamics 365 Online implementation, customization, configuration, and integration initiatives.
- Lead enterprise-wide Single-CRM Strategy programs to consolidate multiple CRM platforms into a unified CRM ecosystem.
- Manage Microsoft Power Platform solutions, including Power Apps, Power Automate, and Power BI.
- Coordinate with finance, accounting, business, IT, and technical teams to ensure successful project delivery.
- Define project scope, objectives, timelines, milestones, deliverables, and resource allocation.
- Manage project budgets, risks, issues, dependencies, and change requests.
- Work closely with business stakeholders to gather requirements and translate them into technical deliverables.
- Oversee CRM data migration, system integration, testing, deployment, and post-implementation support.
- Ensure alignment between business objectives and Dynamics 365 CRM capabilities.
- Prepare project status reports, executive presentations, and stakeholder communications.
- Manage vendors, implementation partners, and third-party service providers.
Required Technical Skills
Microsoft Dynamics 365: Strong experience with Dynamics 365 Online
CRM: Enterprise CRM implementation and modernization
Customer Engagement (CE): Dynamics 365 Customer Engagement modules
Power Platform: Power Apps, Power Automate, Power BI
Single-CRM Strategy: Enterprise CRM consolidation and transformation
Finance & Accounting: Financial operations, accounting processes, and reporting
Project Management: End-to-end project planning and delivery
PMP: Active PMP certification – Mandatory
Required Qualifications
- 10+ years of overall IT Project Management experience.
- Strong experience managing Microsoft Dynamics 365 CRM implementation projects.
- Hands-on project delivery experience with Dynamics 365 Online.
- Experience with Dynamics 365 Customer Engagement (CE).
- Strong knowledge of Microsoft Power Platform.
- Proven experience implementing or managing a Single-CRM Strategy.
- Finance and accounting domain experience is mandatory.
- PMP certification is mandatory.
- Excellent communication, leadership, stakeholder management, and vendor management skills.
- Experience managing large-scale enterprise transformation initiatives.
Preferred Qualifications
- Experience in enterprise-wide CRM transformation and modernization.
- Knowledge of Dynamics 365 Finance and Operations.
- Experience with ERP and CRM integration.
- Experience in Agile, Scrum, and Waterfall project management methodologies.
- Microsoft Dynamics 365 or Power Platform certifications are a plus.