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Technical Lead, CRM
1 month ago
Equitable has transformed into a hybrid-agile delivery methodology with cross-functional Pods dedicated to launching new products, features, and ongoing business value for portfolios. The Technical Lead, CRM is an exciting new role at Equitable, which is accountable for the delivery of CRM solutions. The Technical Lead, CRM will work and lead the development of Dynamics 365 CRM solutions for Business units across Equitable.
The Technical Lead, CRM will work closely with business units, Delivery Leads, Product Owners and Project Managers to complete conceptual strategy engagements that will produce comprehensive business and technology options to address the proposed initiative. The incumbent will lead technical requirements analysis for ongoing projects and work with the delivery teams as well as application support team to ensure the approach to delivery will introduce no additional risk to projects. The Technical Lead, CRM will be involved in all deliveries from strategic and regulatory level initiatives to maintenance and support ensuring that all changes being introduced will address the immediate business needs and ensure that other inflight initiatives are not impacted. The Technical Lead, CRM will be a core member within a cross-functional Pod and will work with stakeholders across Product Management, Operations, Fraud, AML and multiple Technology teams and suppliers.
Primary Responsibilities
1. Provide technical support during workshops to document customer and user needs, process/system flows, and end-to-end requirements as detailed user stories.
2. Lead cross-functional pods and collaborate with external suppliers to design and implement Dynamics 365 CRM applications and solutions, utilizing tools such as Power Automate, Power Apps, Power BI, Dynamics 365, and SharePoint Online.
3. Prepare and present high-level technical architecture and solution components that align with business objectives and requirements identified by sponsors.
4. Develop, implement, and maintain critical solution components by leveraging Dynamics 365 services while supporting cross-functional teams in creating acceptance criteria, testing artifacts, and story point estimations (where applicable).
5. Ensure new software integrations meet functional requirements, comply with system standards, and adhere to interface specifications.
6. Conduct code reviews and enforce adherence to coding best practices.
7. Provide coaching and mentorship to the development team by offering leadership, technical guidance, and knowledge sharing.
8. Facilitate technical meetings and lead discussions with both business and technical stakeholders.
9. Support ad hoc business and technical analysis tasks, such as creating API data mappings, to assist with core project activities.
10. Participate in daily stand-ups and contribute to project velocity reporting, including monitoring the pace of writing and approving detailed user stories.
11. Collaborate with the Quality Assurance team by providing input into the test strategy, defining test scenarios, identifying test data requirements, and supporting user validation processes.
12. Effectively communicate any changes to requirements promptly to delivery leads, project managers, and other relevant stakeholders.
Knowledge/Skill Requirements
1. Over 5 years of experience in delivering technology projects in a lead developer capacity or similar role, with participation in full lifecycle project implementations.
2. Proven ability to work in a highly collaborative, customer-focused environment.
3. Hands-on experience in building CRM solutions and leveraging various Dynamics 365 services and APIs.
4. Proficiency with Microsoft Dynamics 365 (Sales, Marketing, Finance, and Customer Service) for developing workflows, process flows, actions, views, customizations, user management, configurations, and scripting.
5. Expertise in data migration tools and methodologies, including KingswaySoft and automation with Azure Data Factory.
6. Experience implementing complex Dynamics 365 security models while adhering to best practices.
7. Technical proficiency in XML, .NET, C#, CSS, JavaScript, JQuery, and JSON for development tasks.
8. Demonstrated ability to create plugins, custom workflows, and custom connectors.
9. Knowledge and application of virtual tables and Power Pages are considered assets.
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