Microsoft Dynamics 365 CRM Architect / Admin - Cross River

Who We Are

Cross River is a highly profitable fast-growing financial technology company recognized for the third year in a row by CB Insights as one of the 250 best global fintechs. Our comprehensive suite of innovative products powers financial solutions with a strong focus on regulatory compliance for our partners and their millions of consumers around the world.

We are on a mission to build the infrastructure that propels access, inclusion, and the democratization of financial services. While our company has tripled in size over the last three years, our strong sense of purpose led Cross River to be named to American Banker's list of Best Places to Work in Fintech for the last 4 consecutive years. The reason for this success is simple — our nimble, adaptive, and collaborative culture. Together we are at the forefront of technology and innovation in financial services, and we invite collaborative and motivated high performers to join our rapidly expanding team.

About Our Team

Cross River's team is made up of problem solvers hungry to build and perfect new products and systems. We work with team members in most US time zones. Although we are in separate places, we still make space to know one another and have fun! We collaborate, help and mentor each other, and check in on our progress and blocks frequently.

What We're Looking for 

• This role plays a critical role for Cross River and will report to Head of Enterprise Systems. Should be able to perform the Microsoft Dynamics 365 CRM Architect & Admin role.
• The Microsoft Dynamics 365 CRM Architect / Admin is an expert of Microsoft suite of products including Dynamics 365, PowerAutomate, Teams, SharePoint and Outlook and should be able to bring the best practices with respect to the products integration and configuration to achieve better customer and user experience.

Roles and Responsibilities

• Architect the overall Microsoft technical stack at Cross River across Dynamics 365, Power Automate, Power Apps, SharePoint, Teams, and Outlook to ensure we can maximize the benefits from the Microsoft stack while offering ensuring scalability, flexibility, and agility towards our Partner Onboarding and Experience processes.
• Responsible for the architecture, administration, planning, development, implementation, and maintenance of the Microsoft Platform including Dynamics 365 CRM, Power Automate, Power Apps, SharePoint, and MS Teams.
• Administer all configuration and development changes within Dynamics 365, Power Automate, Power Apps, SharePoint, and MS Teams to support business process and operational requirements at Cross River.
• Work with the Relationship Management, Business Development, Product, BSA/AML, and IT teams for architecting and delivery of requirements and enhancements in our Dynamics 365, Power Automate, Power Apps, MS Teams, and SharePoint technologies.
• Monitor product roadmaps and assess updates, communicating benefits and implementation timelines to stakeholders.
• Collaborate with developers, integrators, and business partners on system enhancements/upgrades and ensure architecture implications are fully understood and planned for.
• Work collaboratively with team members to troubleshoot and resolve Operations/ERP issues.
• Participate in CRM deployment activities and document the deployment plan/check list - Review and analyze the current state of Microsoft D365 Business Central and develop strategies for further improvement.
• Update and coordinate system configuration changes to enable new processes.
• Manage system updates: collaborate in planning, coordinate system downtime and backup.
• Microsoft D365 Business Central - Create & maintain best practices communication for all areas of Dynamics 365, MS Teams, SharePoint, Power Automate, and Power Apps and document these as appropriate.
• Provide technical support to end users, diagnosing and resolving problems - Document system configuration and changes.

Required Skills & Qualification

• Minimum of 10 years of experience in architecture and administration of software technologies and solutions with a minimum of 5-7 years of experience in architecting and administration in Microsoft Dynamics 365 CRM, Power Automate, Power Apps, SharePoint, and MS Teams.
• Experience with implementing changes to Dynamics 365 CRM front end through customization and configuration.
• Experience with D365 Dataverse, PowerApps (model driven), automating business processes with Power Automate.
• Understanding and practice of solutions development methodologies (e.g., DevOps, Agile, Software Development Lifecycle, etc.)
• Experience building relationships with internal customers and stakeholders.
• Prior work experience as a Business Analyst or Systems Analyst capturing, analyzing, and translating business requirements, specifications, processes, and business cases.
• Creative thinking with the ability to multi-task - Commitment to ongoing professional development
• Familiar with Common Data Service (CDS) and the Common Data Model (CDM) - Implementations,
• D365 Upgrades, Migrations, Installation, End-User Training, User Training, IT/Admin Training, Pre, and Post Go-Live Support
• Strong data quality and management skills, to ensure data integrity, carrying out data cleaning, improvements and de-duplication and understand, report and seek to rectify data quality issues.
• Good understanding of CRM reporting to create dashboards/views/reports to meet business requirements.
• Experience with modifying and maintaining system customization to business processes, workflows, and dialogs; templates; lead nurtures and email sends; fields and forms; among other possible customizations.
• Experience serving in a primary support role for a Microsoft Dynamics environment to include system backup, maintenance, patch updates, error logs, and release management.
• Good working knowledge of SQL server and ability to query in SQL.
• Provided user support as necessary within an organization and acted as first line support and point of escalation for support team.
• Assist with user documentation and troubleshooting of technical issues with the platform.
• Been involved in supporting a user training program - to enable other colleagues to support and learn how best to use the system.
• Knowledge of how to manage and maintain user permissions, security roles and security teams.
• Strong interpersonal skills and ability to be able to work comfortably with both technical and nontechnical stakeholders.
• Ability to respond in a flexible and adaptive manner to support business requirements, when ad hoc requests are made.
• Experience on portal Implementations, other connected systems and banking domain knowledge would be an added advantage.
• Knowledge of reporting architecture and Power BI would be an added advantage.
• Preferred skills such as Visio and Excel, and basic SQL knowledge are a plus.
• Relevant certifications (e.g., CRM software certifications) are a plus.
• Degree in IT / Computer Science / related discipline.

#LI-TP1 #LI-Hybrid

Salary Range: $160,000.00 - $200,000.00