Program/Portfolio Manager - MS Dynamics CRM
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Job DescriptionMust Have Technical/Functional SkillsTechnology/DomainMust 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 CRMUnderstanding of a Capital Market client, specifically Self Directed (a.k.a Retail or Personal Investor) and Advised clientsGood understand of a multi-cloud (AWS and Azure) and data exchanges between themAbility to lead our client's team in Business Planning exercises where business and technology teams plan and prepare the roadmap for upcoming quartersAbility to translate functional discussions into technology deliverableRoles & ResponsibilitiesManage the overall CRM PortfolioEngage with Functional and Technology leadersSecure growth of the portfolio for 2027Be the trusted partner for client