Role: CRM Platform Manager
Location : Remote
Duration: 12+ Months
About the Role
We're looking for a Senior Manager, CRM to take full ownership of our customer relationship management platforms currently Salesforce and Microsoft Dynamics and the business outcomes they're meant to drive. This is not a pure administrator role and not a pure strategist role: it's both. You'll be hands-on in the system day to day while also owning the operating model, the roadmap, and the long-term plan to consolidate our two platforms into a single CRM instance.
You will be the single point of accountability for three things: the system working, the team delivering, and the business (Sales, Marketing, and Customer Service) actually getting value out of it.
What You'll Need
Experience
7+ years working directly in CRM administration, implementation, or CRM-focused operations, including hands-on configuration/admin work in both Salesforce and Microsoft Dynamics (or strong depth in one with solid working knowledge of the other).
3+ years managing a team and/or owning a platform at the "senior admin/manager" level accountable for roadmap, delivery, and stakeholder relationships, not just ticket resolution.
Demonstrated experience leading or significantly contributing to a CRM migration, consolidation, or major re-platforming effort.
Experience building or running an intake/governance process for a shared business system.
Track record of partnering with Sales, Marketing, and/or Customer Service leadership, including translating ambiguous business requests into a scoped, sequenced plan.
Skills
Strong hands-on skills in at least one platform: declarative configuration (objects, flows/workflow rules, validation rules, page layouts, permission sets/security), with working fluency in integrations and data models.
Comfort with data: SQL or similar, data quality/deduplication practices, and reporting/dashboarding (Salesforce Reports/Dashboards, Power BI, or similar).
Project and change management skills can run a roadmap, manage a budget, and sequence a multi-quarter consolidation initiative.
Excellent stakeholder management and communication; able to flex between a technical conversation with a developer and a business-outcomes conversation with a VP of Sales in the same day.
People management experience: hiring, coaching, performance management.
Nice to Have
Relevant certifications (e.g., Salesforce Administrator/Advanced Administrator, Microsoft Dynamics 365 certifications).
Experience with marketing automation platforms (e.g., Marketo, HubSpot, Dynamics Marketing) and their integration with CRM.
Experience in a B2B SaaS, enterprise sales, or similarly complex go-to-market environment.
Prior experience running a formal RFP or platform-selection process.
Key requirements:
Hands-on Salesforce + Microsoft Dynamics 365 experience. Candidates should have actual administration/configuration/platform ownership experience in both, not just project exposure.
CRM operating model ownership intake process, prioritization, roadmap, release management, governance, production support, and ownership of a team of CRM admins/developers.
CRM consolidation/migration experience ideally someone who has led a Salesforce/Dynamics migration, consolidation, platform selection, or retired one CRM in favor of another.
Business stakeholder ownership strong experience partnering directly with Sales, Marketing, and Customer Service leadership, not only IT/technical stakeholders.
Business outcomes and adoption look for ownership of CRM adoption, data quality, pipeline/forecast accuracy, lead conversion, case/service metrics, campaign effectiveness, etc.
People leadership candidates should have experience building/managing CRM teams, including hiring, coaching, and performance management.
CRM strategy/platform ownership roadmap, vendor management, budget, governance, and long-term platform strategy are highly preferred.