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CRM & Reporting Platforms Manager; Dynamics - Lead & Scale

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Dimensional Fund Advisors
Full Time position
Listed on 2026-02-07
Job specializations:
  • IT/Tech
    CRM System
Job Description & How to Apply Below
Position: CRM & Reporting Platforms Manager (Dynamics) - Lead & Scale
A prominent financial services firm in Charlotte, NC is looking for a strategic Manager of CRM and Reporting Platforms to oversee CRM developers and Reporting Analysts. This role requires managing cross-functional teams and optimizing Microsoft Dynamics 365 platforms. Applicants should have over 10 years in technical product management and a strong grasp of CRM systems. The firm promotes flexibility with a hybrid work model, blending remote and in-office collaboration.
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