Dynamics 365 Product Manager at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

13 Jan, 26

Salary

0.0

Posted On

15 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Dynamics 365, CRM Strategy, Requirements Gathering, Scope Negotiation, Collaboration, Communication, Agile Development, Product Management, Data-Driven Approach, User Experience, Product Roadmap, Stakeholder Engagement, Performance Monitoring, Continuous Improvement, Problem Solving, Integration

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a motivated and experienced Dynamics 365 Product Manager with extensive and specialized expertise in Microsoft Dynamics 365 to lead the development, optimization, and expansion of our CRM platform. The ideal candidate must possess a profound understanding of Dynamics 365, with a proven track record of successfully managing and enhancing this specific CRM system. This role requires a strong ability to engage with cross-functional teams, understand business needs, negotiate scope, and deliver high-impact solutions. This is a unique opportunity to shape our Dynamics 365 ecosystem and drive long-term business success through your specialized knowledge and experience. Responsibilities Engage with executive leadership to ensure alignment on CRM strategy and priorities Collaborate closely with cross-functional teams, including IT, sales, marketing, and operations, to understand their needs and challenges and facilitate alignment on product priorities Quickly learn and adapt to the company’s culture and processes. Act as a consultant to internal teams, bridging gaps between business needs and technical solutions within Dynamics 365 Conduct in-depth discussions with internal stakeholders to gather detailed requirements, ensuring that the CRM system effectively supports their operational processes Create and maintain a comprehensive product roadmap for the Dynamics CRM platform, prioritizing features and enhancements based on stakeholder input and business value Stay informed on Microsoft’s Dynamics roadmap and recommend adoption of new features Employ a data-driven approach to prioritize feature development, balancing the demands of different job functions and operational processes Effectively communicate product features, updates, and changes to internal stakeholders, ensuring a shared understanding of the platform's capabilities Collaborate with UX designers to ensure that the CRM platform offers an intuitive and user-friendly interface for all stakeholders Plan and coordinate product releases, including managing feature launches, updates, and continuous improvements Utilize metrics and analytics to monitor the performance of the CRM system, identifying areas for enhancement and optimization Continuously iterate on the CRM platform, considering user feedback, market trends, and operational needs to drive ongoing improvement Address challenges and obstacles that may arise during the product development process, finding creative solutions to meet stakeholder requirements Partner with IT and data teams to ensure CRM integrations support broader data strategy Qualifications Minimum Qualifications: Bachelor’s degree in computer science, business, data analytics, or a related field or equivalent years of experience Proven experience as a Product Manager, with a specific focus on Microsoft Dynamics 365 Desired Qualifications/Skills: Strong expertise in CRM strategy, requirements gathering, and scope negotiation Strong collaboration and facilitation skills, with the ability to work effectively across multiple job functions Exceptional communication skills to ensure alignment on product priorities and to convey product changes to stakeholders Experience with requirements gathering and a data-driven approach to feature prioritization Familiarity with agile development methodologies A track record of successfully managing and improving a product throughout its lifecycle Experience delivering measurable business outcomes such as improved pipeline accuracy, enhanced client service metrics, or operational efficiency gains WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with a commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position, however there is flexibility. HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This position will remain open until filled.

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Responsibilities

The Dynamics 365 Product Manager will lead the development, optimization, and expansion of the CRM platform, ensuring alignment with business needs and priorities. This role involves collaborating with cross-functional teams and maintaining a comprehensive product roadmap based on stakeholder input.