D365 CRM Lead; Techno​/Functional

JOB SUMMARY

Vaco Technology is currently seeking a D365 CRM Lead for a 3-6M C2H or Direct-Hire opportunity (based on candidate preference) located in Downtown Dallas, TX 75201. The first 90 days require onsite work 5 days per week; after the initial period, a hybrid work option may be considered. The D365 CRM Lead will develop technical specifications for implementation, configuration, customizations, and enhancements within D365 CRM.

The role includes CRM solution planning, analysis, design, build, and testing. The D365 CRM Lead acts as the product expert, providing support in CRM issue escalation and resolution, and has technical oversight for the development and delivery of large-scale project deliverables. A deep understanding of D365 CRM is required, including creation/modification of D365 objects, data import, user roles, reports, and dashboard configurations.

The Lead will contribute to the development, maintenance, and enhancement of systems, assist in developing new features, and troubleshoot and correct defects.

Location:

Downtown Dallas, TX 75201. Position Type: 3-6M C2H or Direct-Hire (based on candidate preference). Hourly / Salary: up to $175K + 10% bonus structure.

• Strategy / Planning – Cultivate long-term strategic goals for CRM with architects, data users, managers, clients, and stakeholders; develop CRM architecture, coding standards, QA policies and procedures; plan and implement capacity/resource expansion for scalability.
• Acquisition / Deployment – Research and recommend CRM products/services/protocols/standards; support procurement/development; evaluate and select CRM components (hardware/subscriptions/tools).
• Operational Management – Customize/enhance the CRM platform; maintain system integrations; standardize CRM processes and best practices; collaborate with end users to define/deliver reports; identify/address inefficiencies, data quality issues; ensure data consistency/integrity; resolve CRM access/performance issues; install/configure components; execute configuration/performance tuning; monitor integrations/execution times; implement efficiency improvements; manage change control/testing processes; develop business reports/dashboards; translate business requirements into technical specifications.
• Support Operations – Troubleshoot/resolve Tier 2/3 CRM issues; escalate Tier 3 issues; identify deficiencies/recommend improvements; deliver strategic projects; perform unit/integration testing; provide analytics on CRM engagement/usage.
• Project Management – Plan/manage CRM project schedules/resources/budgets; manage stakeholder expectations; lead technical projects/upgrades and business functional projects.

The D365 CRM Lead will join an established commercial real estate firm and take full ownership of a highly customized MS D365 CRM platform used across US markets. The Lead must be a strong techno/functional leader focused on platform stability, adoption, training, and light enhancements rather than new development. This is a high-impact role with critical platform ownership and direct engagement with business and technology leadership.

• D365 CRM Environment – The CRM is heavily customized with non-standard code and entities; out-of-the-box D365 knowledge is insufficient. It is viewed more as a Rolodex for contacts rather than a full sales funnel. Sales funnel/pipeline and project management aspects are minimal. Integrations with external and internal systems exist but are not mission critical.
• D365 CRM Platform Adoption – CRM usage is optional for brokers; strong communication, negotiation, and user engagement skills are needed to drive adoption across a non-technical, sales-focused population.
• Team / Technical Leadership – Lead a blended team (1 onshore / 3 offshore) with offshore task prioritization, solution design approvals, assignments, and delivery oversight. No traditional people management, but input on replacing underperforming offshore members as needed.
• Hands-on Development – Hands-on development is not the primary focus, but the Lead must stay technically involved to triage issues, contribute to architectural direction, and avoid…