Talent.com
CRM Lead
CRM LeadTranscend Business Solutions • Middletown, PA, US
CRM Lead

CRM Lead

Transcend Business Solutions • Middletown, PA, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

Title : CRM Lead

Location : Remote with occasional onsite meetings

Required Skills :

  • 10 years : Expertise in Microsoft CE application development as a lead developer and / or architect
  • 5 years : Microsoft certified solution architect for business applications.
  • Certified Microsoft Power Platform Required or Customer Engagement Fast Track Solution Architect.
  • Strong experience develop / deploy solutions using D365 CE and Power Platform. Leveraging AI & Machine Learning to build business application
  • Integration experience in an event driven de-coupled architecture, with SAP ERP for pricing, billing, and financial integrations, with payment gateway
  • Payment processing including digital wallets, peer-to-peer payment methods, w / social media, Natural Language IVR, ChatBOT and contact center systems
  • Microsoft MVP for award category of Business Applications and technology area of Customer Experience, and / or Power Apps, and / or CoPilot Studio

Minimum Experience :

  • 10 years of Microsoft CE application software systems implementation experience.
  • 10 years of experience developing CRM applications using .Net, JavaScript, Python, React, SSIS, Reporting Services.
  • 5 years as a Microsoft certified FastTrack solution architect for business applications.
  • 2 years of experience leveraging Azure AI services and Machine Learning for developing Microsoft D365 CE business applications.
  • Delivered 2 projects as a certified FastTrack project for Business Applications.
  • Delivered 1 successful implementation leveraging AI technologies to enhance customer service operations, including Development and implementation of AI- driven chatbots and virtual assistants, Leveraging Copilot and Azure AI for Microsoft Dynamics CRM solution deployment including ability to manage and optimize communication processes, improving efficiency and customer satisfaction.
  • Conducted training sessions on AI tools and Dynamics Contact Center features, ensuring team members are proficient and up-to-date with the latest technologies.
  • Proven implementation experience in Data Migration to Microsoft CRM from other non-COTs account management systems.
  • Proven implementation experience in developing integrations with ERP systems and data repositories.
  • Implemented high-volume contact center applications, including CRM, Portal, and Mobile Apps for customer service, Natural Language Interactive Voice Response (IVR), ChatBOT functions enabled.
  • Strong understanding of Human Centered Design Approach for product development
  • Proficient in the Microsoft Office 365 suite of business software including Teams, Word, Excel, and PowerPoint.
  • Proficient in the Microsoft ADO Testing Module.
  • Equivalent combination of education and / or experience may be accepted.

    • Certifications / Education :

  • Bachelor’s degree in business management or information systems. Equivalent combination of education and / or experience may be accepted.
  • Azure AI Fundamentals certification or similar AI or Machine Learning certifications
  • Microsoft Dynamics related Certifications

    • Description of Duties

  • Study and understand the PTC’s current, plus desired, Microsoft CE application, configurations, and technologies.
  • Coordinate changes and designs to the CBOS and UBOS, plus the PTC’s other technologies, ensuring they meet PTC’s needs and follow standards and policies.
  • Architect and build a roadmap for delivery.
  • Assign work and manage and mentor a team of CRM and full stack developers.
  • Ensure successful delivery for the CRM, portal, and web app as part of the UBOS project.
  • Advise PTC leadership on current trends in Microsoft CE applications and functionalities.
  • Act as a subject matter expert and represent the PTC in meetings and reports with stakeholders.
  • Raise concerns and potential issues to PTC leadership with sufficient detail for decision-making.
  • Architect, and Develop Microsoft CE customizations and configurations to meet PTC’s functionality needs.
  • Support integrations with middleware, ERP systems, payment gateways, phone systems, etc., which are part of the UBOS ecosystem.
  • Act as an expert for Data Migration to Microsoft CRM.
  • Fully document all created work associated with this position, including technical and functional designs and diagrams, test plans, test scripts, impact analysis reports, lessons learned, best practices for others to follow, plus any other documentation as required by the PTC. This documentation shall follow the format and / or templates as instructed by the PTC.
  • Develop and maintain productive working relationships with technology staff, business owners, project sponsors, vendors, and key clients.
  • Lead and participate in project team activities for system work efforts related to enterprise systems.
  • Work independently to accomplish the tasks and duties assigned.
  • Adhere to and follow all PTC standards, policies, and procedures.
  • Utilize various software and / or technology tools to perform job duties.
    • serp_jobs.job_alerts.create_a_job

    Crm Lead • Middletown, PA, US

    Job_description.internal_linking.related_jobs
    Senior Credit Workout Officer IV

    Senior Credit Workout Officer IV

    Northwest Bank • Mount Joy, PA, United States
    serp_jobs.job_card.full_time
    The Senior Credit Workout Officer IV is responsible for a variety of duties including (i) meeting with borrowers, and (ii) evaluating management teams and business plans to determine whether or not...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    SAP EAM Technical Lead

    SAP EAM Technical Lead

    Chesapeake Utilities Corporation • Elizabethtown, PA, United States
    serp_jobs.job_card.full_time
    Hybrid Remote - periodic travel to Newark, DE.Must reside or be willing to relocate to TX, IL, NJ, OH, DE, MD, PA, VA, NC, GA, FL. The SAP EAM Technical Lead is responsible for the technical archite...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    CRM Architect

    CRM Architect

    Prequel Solutions • Harrisburg, Pennsylvania, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Analyze and understand the current and target-state Microsoft Customer Engagement (CE) applications, configurations, and technologies. Coordinate changes and designs to core business systems, portal...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    CRM Lead / Power Platform Solution Architect

    CRM Lead / Power Platform Solution Architect

    GovServicesHub • Middletown, PA, us
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Role-CRM Lead / Power Platform Solution Architect.Study and understand the PTC’s current, plus desired, Microsoft CE application, configurations, and technologies. Coordinate changes and designs to ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day
    Commercial Credit Underwriting Portfolio Manager 2

    Commercial Credit Underwriting Portfolio Manager 2

    First National Bank of Pennsylvania • Lancaster, PA, United States
    serp_jobs.job_card.full_time
    Make a difference - for us and for your future.Commercial Credit Underwriting Portfolio Manager 2.Commercial Credit Underwriting Portfolio Manager Team Leader. Responsible for managing a designated ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Equipment Finance Portfolio Manager (remote or onsite)

    Equipment Finance Portfolio Manager (remote or onsite)

    Northwest Bank • Mount Joy, PA, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    The Equipment Finance Portfolio Manager is responsible for the ongoing monitoring process for the Bank's Commercial loans associated with the Equipment Finance vertical, to ensure timely and accura...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Duncannon, Pennsylvania, US
    serp_jobs.job_card.full_time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Process Lead

    Process Lead

    The Hershey Company • Hershey, PA, United States
    serp_jobs.job_card.full_time
    Process Lead - Champion of Continuous Improvement.At Hershey, we don't just make products - we create experiences.And behind those experiences are incredible processes driven by talented individual...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    C&I Portfolio Manager

    C&I Portfolio Manager

    Northwest Bank • Mount Joy, PA, United States
    serp_jobs.job_card.temporary
    The Commercial Portfolio Manager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Financial Center Banker / Licensed Relationship Manager in Development

    Financial Center Banker / Licensed Relationship Manager in Development

    Northwest Bank • Lebanon, PA, United States
    serp_jobs.job_card.full_time
    Licensed or Non-Licensed individuals will be considered.Must be open to obtaining the licensing.As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledg...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director of Marketing Analytics

    Director of Marketing Analytics

    Northwest Bank • Mount Joy, PA, United States
    serp_jobs.job_card.full_time
    Northwest Bank is a premier financial services provider focused on delivering best-in-class customer experiences while remaining committed to the local communities we serve.As our Director of Marke...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Reliability Lead (1st shift)

    Reliability Lead (1st shift)

    The Hershey Company • Lancaster, PA, United States
    serp_jobs.job_card.full_time
    Shift : This is a 1st shift position, Monday through Friday, from 7 : 00am to 3 : 30pm (can be flexible).The Hershey Company Lancaster plant is a Non-Union plant producing Licorice Products such as Twiz...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Product Manager, Customer Sales Optimization

    Senior Product Manager, Customer Sales Optimization

    The Hershey Company • Hershey, PA, United States
    serp_jobs.job_card.full_time
    Senior Product Manager, Customer Sales Optimization .This position can be located in the Frisco, TX Office or Hershey, PA Office (hybrid). Hershey is looking for a technical Senior Product Manager t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Microsoft CRM Lead

    Microsoft CRM Lead

    Meta Force Technology Staffing LLC • Harrisburg, PA, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    PTC - CRM Lead •Remote w / occasional onsite requirements • Description of Duties Study and understand the PTC's current, plus d...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day
    CRE Portfolio Manager

    CRE Portfolio Manager

    Northwest Bank • Mount Joy, PA, United States
    serp_jobs.job_card.temporary
    The CRE Portfolio Manager is responsible for the ongoing monitoring process for the Bank's CRE commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan ag...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Commercial Lending Systems Manager

    Commercial Lending Systems Manager

    Northwest Bank • Mount Joy, PA, United States
    serp_jobs.job_card.full_time
    The Commercial Lending Systems Manager is responsible for the development and supervision of the Commercial Lending Systems team members. This person will provide overall leadership to the departmen...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    SAP SCM Technical Lead

    SAP SCM Technical Lead

    Chesapeake Utilities Corporation • Elizabethtown, PA, United States
    serp_jobs.job_card.full_time
    Hybrid Remote - periodic travel to Newark, DE.Must reside or be willing to relocate to TX, IL, NJ, OH, DE, MD, PA, VA, NC, GA, FL. The SAP SCM Technical Lead is responsible for the technical archite...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Microsoft Dynamics 365 CRM Lead

    Microsoft Dynamics 365 CRM Lead

    LingaTech • Middletown, PA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Middletown, PA Position Type : Hybrid - Mostly Remote Hybrid Schedule : Onsite for one week a quarter Contract Length : 11 months + extension Position Overview : This role serves as the lead Micro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Credit Review Audit Team Lead

    Credit Review Audit Team Lead

    Northwest Bank • Mount Joy, PA, United States
    serp_jobs.job_card.full_time
    This position will work onsite Mon - Thurs with Friday as an optional work from home day.The Credit Review Audit Team Lead will be responsible for providing objective evaluations of the Bank's Cons...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Commercial Banking Relationship Manager

    Commercial Banking Relationship Manager

    Northwest Bank • Hershey, PA, United States
    serp_jobs.job_card.full_time
    The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted