CRM Project Manager & Systems Analyst

We’re looking for a hands-on CRM Project Manager & Systems Analyst to take a leading role in driving an enterprise Microsoft Dynamics 365 CRM platform. This is an end-to-end position combining project leadership, business analysis, and system design in a complex, multi-interface environment.

Responsibilities:

• Lead CRM initiatives from kickoff to go-live: discovery, requirements, design, development, UAT, deployment and stabilization
• Own scope, timeline, dependencies and delivery, ensuring alignment with business goals
• Analyze current CRM processes, identify gaps/opportunities, and translate them into scalable system solutions
• Produce high-quality documentation: High-Level Design (HLD) & Detailed Design (DD), including:

Functional requirements and user stories

Integrations & interface specifications

Data models, entities, and ERD diagrams

• Partner closely with business owners to collect, sharpen and prioritize requirements
• Coordinate and lead cross-functional work with Development, QA, and integration teams
• Support release planning: effort estimation, risk management, and version content ownership

Qualifications:

• 3+ years of experience writing complex High-Level & Detailed Design (HLD & DD) documents for Microsoft Dynamics 365 CRM
• Proven experience leading and managing technology projects end-to-end
• Strong technical understanding of Dynamics 365 (entities, workflows/processes, integrations, system limitations)
• Experience working in large-scale, multi-interface environments
• Ability to work independently with full ownership and accountability
• Excellent communication and stakeholder management skills

Advantage:

• Experience in financial services, insurance, or long-term savings organizations
• Academic degree in a relevant field
• Formal Systems Analysis certification or training