Full-time
Program/Portfolio Manager - MS Dynamics CRM
Posted by Techaxis, Inc • malvern, pa, United-States
About the Role
Job Description
Must Have Technical/Functional Skills
Technology/Domain
- Must have a CRM background (client uses MS Dynamics but any other CRM knowledge would work too)
- Understanding of CoPilot and/or some AI/GenAI offerings in CRM
- Understanding of a Capital Market client, specifically Self Directed (a.k.a Retail or Personal Investor) and Advised clients
- Good understand of a multi-cloud (AWS and Azure) and data exchanges between them
- Ability to lead our client's team in Business Planning exercises where business and technology teams plan and prepare the roadmap for upcoming quarters
- Ability to translate functional discussions into technology deliverable
Roles & Responsibilities
- Manage the overall CRM Portfolio
- Engage with Functional and Technology leaders
- S...
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