CRM Lead​/Power Platform Solution Architect

Middletown, United States | Posted on 10/22/2025

Location-Middletown, PA

• Studyand understand the PTC’s current, plus desired, Microsoft CE application,configurations, and technologies.
• Coordinatechanges and designs to the CBOS and UBOS, plus the PTC’s other technologies,ensuring they meet PTC’s needs and follow standards and policies.
• Architect and build a roadmap for delivery.
• Assignwork and manage and mentor a team of CRM and full stack developers.
• Ensure successful delivery for the CRM, portal, and web app as part of the UBOSproject.
• AdvisePTC leadership on current trends in Microsoft CE applications and functionalities.
• Actas a subject matter expert and represent the PTC in meetings and reports with stakeholders.
• Raiseconcerns and potential issues to PTC leadership with sufficient detail fordecision-making.
• Architect,and Develop Microsoft CE customizations and configurations to meet PTC’sfunctionality needs.
• Supportintegrations with middleware, ERP systems, payment gateways, phone systems,etc., which are part of the UBOS ecosystem.
• Actas an expert for Data Migration to Microsoft CRM.
• Fullydocument all created work associated with this position, including technical and functional designs and diagrams, test plans, test scripts, impact analysis reports, lessons learned, best practices for others to follow, plus any otherdocumentation as required by the PTC. This documentation shall follow theformat and / or templates as instructed by the PTC.
• Develop and maintain productive working relationships with technology staff, business owners, project sponsors, vendors, and key clients.
• Leadand participate in project team activities for system work efforts related toenterprise systems.
• Work independently to accomplish the tasks and duties assigned.
• Adhereto and follow all PTC standards, policies, and procedures.
• Utilize various software and/or technology tools to perform job duties.
• Perform tasks and other duties as related to this position and role and assigned by thePTC.

• 10 years of Microsoft CE application software systems implementation experience.
• 5 years as a Microsoft certified Fast Track solution architectfor business applications.
• 2 years of experience leveraging Azure AI services and Machine Learning for developing Microsoft D365 CE business applications.
• Delivered 2 projects as a certified Fast Track project for Business Applications.
• Delivered 1 successful implementations leveraging AI technologies to enhancecustomerservice operations, including Development and implementation ofAI-driven chatbots and virtual assistants, Leveraging Copilot and Azure AI for Microsoft Dynamics CRM solution deployment.
• Hands-on experience with Dynamics Contact Center solution deployment, including abilityto manage and optimize communication processes, improving efficiency and customer satisfaction.
• Conductedtraining sessions on AI tools and Dynamics Contact Center features, ensuringteam members are proficient and up-to-date with the latest technologies.
• Provenimplementation experience in Data Migration to Microsoft CRM from othernon-COTs account management systems.
• Provenimplementation experience in developing integrations with ERP systems and data repositories.
• Implementedhigh-volume contact center applications, including CRM, Portal, and Mobile Appsfor customer service, Natural Language Interactive Voice Response (IVR),ChatBOT functions enabled.
• Strong understanding of Human Centered Design Approach for product development
• Proficient in the Microsoft Office 365 suite of business software including Teams, Word,Excel, and PowerPoint.
• Proficient in the Microsoft ADO Testing Module.
• Equivalent combination of education and/or experience may be accepted.

Required Skillset:

• Be a certified Microsoft Power Platform…