D365 CRM Lead (Techno / Functional) POST NUMBER: 452127
DETAILS
Location: Downtown Dallas, TX 75201 (first 90days onsite 5-days per week / after the initial period, a hybrid work option may be considered)
Position Type: 3-6M C2H or Direct-Hire (based on candidate preference)
Hourly / Salary: to $175K 10% bonus structure
JOB SUMMARY
Vaco Technology is currently seeking a D365 CRM Lead for a 3-6M C2H or Direct-Hire opportunity (based on candidate preference) that is located in Downtown Dallas, TX 75201 (first 90days onsite 5-days per week / after the initial period, a hybrid work option may be considered). The D365 CRM Lead will develop technical specifications for implementation, configuration, customizations, and enhancements within D365 CRM. The D365 CRM Lead will assist in CRM solution planning, analysis, designing, building, and testing. The D365 CRM Lead will be considered the product expert, responsible for providing support in CRM issue escalation and resolution. The D365 CRM Lead will have technical oversight for development and delivery of large-scale project deliverables. The D365 CRM Lead must possess a deep understanding of D365 CRM, including creation / modification of D365 Objects, importing data, and user roles, reports, and dashboard configurations. The D365 CRM Lead will contribute to the development, maintenance, and enhancement of systems, assist in the development of new features, and troubleshoot and correct defects.
- Strategy / Planning – Cultivate Long-Term Strategic Goals for CRM with Architects / Data Users / Managers / Clients / Stakeholders | Develop CRM Architecture / Coding Standards / QA Policies and Procedures | Plan / Implement Capacity / Resource Expansion for Scalability
- Acquisition / Deployment – Research / Recommend CRM Products / Services / Protocols / Standards Supporting Procurement / Development | Evaluate / Recommend / Select CRM Components (Hardware / Subscription Products / Tools)
- Operational Management – Customize / Enhance CRM Platform | Maintain System Integrations | Standardize CRM Processes / Best Practices | Collaborate with End Users to Define / Deliver Reports | Identify / Address Inefficiencies / Gaps / Data Quality Issues | Ensure Data Consistency / Integrity | Resolve CRM Access / Performance Issues | Install / Configure CRM Components | Execute Configuration / Performance Tuning | Monitor Integrations / Execution Times | Implement Efficiency Improvements | Manage Change Control / Testing Processes | Develop Business Reports / Dashboards | Translate Business Reqs into Technical Specs
- Support Operations – Troubleshoot / Resolve Tier 2/3 CRM Issues | Escalate Tier 3 Issues | Identify Deficiencies / Recommend Improvements | Deliver Strategic Projects | Perform Unit / Integration Testing | Provide Analytics on CRM Engagement / Usage
- Project Management – Plan / Manage CRM Project Schedules / Resources / Budgets | Manage Stakeholder Expectations | Lead Technical Projects / Upgrades and Business Functional Projects
About the Project: The D365 CRM Lead will be joining an established commercial real estate firm and will not only lead but take full ownership of a highly customized MS D365 CRM platform that is utilized across US markets. The D365 CRM Lead MUST be a strong Techno / Functional Leader, focusing on platform stability, adoption, training, and light enhancements and not new development. The D365 CRM Lead is a high-impact role with critical platform ownership and direct engagement with business and technology leadership.
- D365 CRM Environment: The CRM is heavily customized with non-standard code and entities, where out-of-the-box D365 knowledge will be insufficient. The CRM is viewed more as a Rolodex for contacts rather than a full sales funnel or pipeline tool. The sales funnel (pipelines / deal-flow structures) and project management aspects of this role are minimal, where previous experience would be helpful but is not required. Integration with external systems (ZoomInfo / LinkedIn) and internal systems (commission tracking, etc.) exist but are not mission critical for this role.
- D365 CRM Platform Adoption: The usage of the CRM Platform is optional for brokers, where no top-down enforcement exists. Because of this, the D365 CRM Lead must possess strong communication, negotiation, and user engagement skills to drive adoption across a non-technical, sales-focused population.
- Team / Technical Leadership – The D365 CRM Lead will guide a blended team (1 onshore / 3 offshore), owning offshore team management in terms of task prioritization, solution design approvals, assignments, and delivery oversight. The D365 CRM Lead will not have the traditional people management functions (reviews / succession planning) but will have input in replacing underperforming offshore team members, if necessary.
- Hands-on Development: Hands-on development is NOT the primary focus, but the Lead must remain technically involved to lead in triaging issues, contributing to architectural direction, and avoiding over-reliance on the offshore development team, who are not technically strong enough to work autonomously.
- Power Platform: The D365 CRM Lead must possess a strong familiarity with the Power Platform (PowerApps / Power Automate / PowerBI) with the ability to explain technical processes and workflows clearly to non-technical stakeholders and to sketch and understand high-level architectures.
- Documentation: Documentation for the CRM is limited, where some knowledge transfer was captured via audio recordings from previous sessions, but formal documentation is lacking. The Offshore Team does have the ability to fill in the gaps by providing continuity and live knowledge transfer to the D365 CRM Lead, in any areas that are lacking more formal documentation.
JOB REQUIREMENTS
- D365 CRM Techno / Functional Lead – Heavy Hands-on Configuration | Designing / Developing CRM Forms / Screens / Views / Workflows / Plugins / Groups / Email Lists / Dashboards / Custom Entities, etc.
- Data Integration / Import Processes (deep understanding) – COTS Out-of-the-Box and Custom Loads | Teams / Outlook / Exchange / OneDrive / SharePoint / LinkedIn Sales Insights / ZoomInfo Integrations (familiarity)
- M365 CRM Implementation – Multiple Hands-on Successful D365 CRM Implementations
- D365 Sales Productivity / Forecasting – Configuring Sales Accelerator / Sales Assistant / Forecasting Models
- AI Enablement / Configuration (knowledge) – Deploying / Customizing Copilot Features | Ensuring Proper Tenant / User-Level Configurations | Copilot Customization (data sources it can access / tasks it assists with / integration into CRM / dashboards / workflows)
- D365 Mobile Application Development – Design / Configure Forms / Views | Create Mobile-Specific WFs / Business Rules | Ensuring Proper Security Roles / Offline Data Settings | Testing / Debugging Customizations)
- Database Platforms – SQL Server / Azure, etc.
- Power Platform (knowledge / understanding) – PowerApps / PowerBI / Power Automate | Explaining Technical Process / Workflows Clearly to Non-Stakeholders | Sketch / Understand High-Level Architectures
- Diagnostic Tools (Windows / O365 / PowerBI) – Windows Event Viewer / PerfMon / PowerShell Diagnostics and Automation | SaRA / M365 Admin Center Tools | PowerBI Performance Analyzer / Data Gateway Logs / Power Platform Admin Center, etc.
- Data Processing Flowcharting Techniques (Swimlane Diagrams / BPMN / DFD / ETL Flowcharts, etc.) – Understanding / Documenting Existing Data Flows Across Integrated Systems | Identifying Bottlenecks | Creating Integration / Enhancement Blueprints | Troubleshooting / QA via Data Mapping
- Dataverse – Building Security Models / Views / Forms / Tables / Relationships / Business Logic in Dataverse
- Prediction / Insights (understanding) – Sales Process / Sales Forecasting / Premium Forecasting / Work Lists / Segments / Email Sequences, etc.
- Technical / Business Documentation – Translating Business Requirements into Technical Specifications | Creating / Developing / Maintaining Architecture / Technical Support Documentation
- Project Management Methodologies – Waterfall / SCRUM / Agile
PREFERRED (not required)
- Commercial Real Estate Industry Experience
- MS D365-Related Certifications: PL-600 / MB-210 / MB-220 / MB-230 / PL-400 / PL-100 / MB-500 / AZ-204, etc.
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
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Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.