Dynamics 365 CRM Manager

Our client is seeking a Dynamics 365 CRM Manager with expertise in the financial services or leasing industry to join their team. This role blends financial business expertise with systems knowledge to drive improvements in origination and booking workflows.

About the Role

You will serve as the bridge between leasing operations and technical teams, leveraging your deep knowledge of Microsoft Dynamics 365 CRM and leasing platforms like LeasePlus. Your day-to-day work will involve diagnosing workflow friction points, implementing configuration changes, and providing clear handoffs to developers for more complex solutions. You’ll use AI tools to accelerate requirements gathering, prototyping, and documentation to ensure efficient collaboration with stakeholders and developers.

Responsibilities

• Leasing Systems & Business Process:
  • Serve as a subject matter expert on equipment leasing, financial operations, deal flow, and back-office processes, with direct experience in Dynamics CRM for origination to booking.
  • Identify opportunities to improve workflows across origination, quoting, credit, booking, contract management, and asset lifecycle using a strong understanding of lessor systems.
  • Engage with business stakeholders in originations, operations, and finance to translate pain points into actionable system improvements.
• CRM Administration & Configuration:
  • Administer Microsoft Dynamics 365 Sales as the primary CRM for the origination-to-booking process.
  • Make configuration and administrative changes directly in Dynamics 365, including updates to entities, fields, views, business rules, business process flows, workflows, and security roles.
  • Maintain and extend custom HTML web resources and JScript-driven form logic for purpose-built UIs within Dynamics 365.
  • Support Power Automate flows and basic Power Apps configurations to extend CRM functionality.
  • Maintain system hygiene, user access, security model, and documentation for the CRM environment.
• Solution Design & Development Partnership:
  • Participate in architectural and design decisions, evaluating build-vs-buy trade-offs and data model options.
  • Use AI tools (e.g., Claude) to accelerate requirements gathering, draft process documentation, and prototype lightweight solutions.
  • Produce clear, well-structured requirements packages and technical handoff materials for the development team when changes exceed configuration scope.
  • Partner with developers on complex CRM enhancements, back-office integrations, and automation initiatives, providing business and systems context.
  • Own user acceptance testing (UAT) for system changes, ensuring solutions align with real leasing workflows.
  • Maintain documentation for system changes, configurations, and process improvements.

Qualifications

• Hands-on lessor platform experience: Direct experience with an equipment lessor back-office platform (e.g., LeasePlus, Odessa, Solifi) or a finance background to quickly adapt.
• Dynamics 365 administration: 6+ years working with Microsoft Dynamics 365 CE/Sales in an administrative, configuration, or functional capacity, with the ability to make independent changes to entities, workflows, business process flows, security roles, views, and forms.
• Communication: Strong communication skills to engage credibly with business stakeholders and technical developers.
• AI tool comfort: Comfortable using AI tools (e.g., Claude) to accelerate requirements gathering, documentation, and prototyping.
• Custom UI development: Experience building or maintaining custom HTML web resources and JScript-driven form logic within Dynamics 365.
• Power Platform: Familiarity with Power Automate, Power Apps (model-driven and canvas), and Dataverse.
• Integration tooling: Experience with KingswaySoft or similar Dynamics 365 integration tools, and working knowledge of FetchXML and Microsoft SQL for data queries and ETL troubleshooting.
• Reporting: Experience with SSRS report development and Power BI for operational visibility (preferred).
• Administrative tooling: Familiarity with XrmToolBox for CRM administration tasks.
• Custom solution familiarity: Familiarity with custom entities and workflows specific to lease origination, debt placement, remarketing, and asset disposition (a plus).
• Experience mentoring and managing junior team members.

Pay

$125,000 + benefits.