CRM Product & Change Officer

Shashwath Solution; Pune District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Shashwath Solution is seeking a skilled Dynamics CRM Marketing professional to drive marketing execution, customer journeys, emails, and analytics within the CRM platform.

The role focuses on real-time marketing, data analytics, and dashboards, collaborating with stakeholders to shape the product roadmap and ensure successful rollout across campaigns and digital channels.

Qualifications

• 5+ years of experience in Microsoft Dynamics CRM Marketing/Customer Insights.
• Experience in outbound and real-time marketing.
• Experience with marketing execution: segments, journeys, emails and subscription lists.
• Experience with event management: creation, registration and events worklist.
• Experience with creating Power BI reports and dashboards.

Responsibilities

• Collaborating with stakeholders to establish product vision aligned with business objectives.
• Securing stakeholder buy-in for major decisions and guiding developers.
• Designing the product roadmap outlining vision, priorities, and direction.
• Leading discovery sessions and defining business requirements for the proposed product.
• Assisting clients in envisioning business solutions using Dynamics CRM.
• Prepare functional requirements and test case documents for new projects.
• Accountable for functional testing and documentation of results for changes.
• Create Product Backlog items and translate requirements into user stories in Azure DevOps.
• Coordinate with development to ensure roadmap delivery on time.
• Conduct monthly catch-up calls with Functional Manager to review module processes.

Skills

power bi

data analytics

ms dynamics crm

azure devops

sales

crm

lead generation

customer service

customer relationship

campaigns

email marketing

digital marketing

marketing

outbound

microsoft dynamics

customer insight

crm marketing

Job description

Required Qualifications

• CRM Marketing Module PO
• Minimum 5 years of experience in Microsoft Dynamics CRM Marketing/Customer Insights (must to have), Sales (good to have) and Customer Service (good to have)
• Strong understanding of Outbound and Real-time Marketing methods
• Experience in Marketing Execution process - Customer Segments, Customer Journeys, Marketing Emails, Subscription Lists
• Experience with Event Management process Event Creation, Event Registration, Events Worklist
• Experience with Internet Marketing Creating Marketing Pages, Marketing Forms, Marketing websites
• Experience with Lead Generation and Scoring models
• Good to have integration experience with third party marketing solution provides and LinkedIn Lead Generation process
• Strong experience and good understanding of creating Marketing Templates
• Good to have experience in transitioning from Outbound to Real time marketing
• Experience in Communication and Training
• Experience in Data Analytics to generate Dashboards and Reporting
• Experience in creating Power BI reports.

Experience with Microsoft 365 Copilot Deliverables and Tasks

1. Collaborating with stakeholders to establish a product vision that aligns with business objectives.
2. Securing stakeholder buy-in for major decisions and strategies, and providing clear instructions and deliverables to developers.
3. Designing the product roadmap to outline the vision, priorities, and direction for the product offering over time.
4. Partnering with business stakeholders to facilitate workshops, lead discovery sessions, and understand business requirements, offering recommendations for meeting these requirements with the proposed product.
5. Assisting clients in envisioning potential business solutions using Dynamics CRM.
6. Prepare functional requirements document, test case document for new projects.
7. Accountable for functional testing and documentation of results for all new projects change requests BAU items.
8. Create Product Backlog items by and collaborating closely with the development team to transform business requirements into user stories in Azure Devops.
9. Liase with the development team to ensure the product roadmap is delivered on time.
10. Conduct monthly catch-up calls with the Functional Manager to assess the status of module processes and ensure thorough review before implementation.
11. Prepare training guides to educate the users with the functionality of the application Digital Team App Management in CRM.
12. Create and maintain the Digital App in CRM.
13. Creating and sending campaigns, newsletters for Digital Team.
14. Create Dashboards and reports in CRM for Digital Team.
15. Work closely with the Head of Change management in order to define the action plan required for a successful rollout : communication, training, monitoring, data migration.
16. Contribute towards the stability of the application by inspecting and evaluating product progress and gathering feedback at each iteration and adapts the product backlog based on that feedback.
17. Conducting user training sessions to enhance user confidence in using the system and promoting user adoption by ensuring adherence to best practices.

Mandatory Key Skills

• power bi
• data analytics
• ms dynamics crm
• azure devops
• sales
• crm
• lead generation
• customer service
• customer relationship
• campaigns
• email marketing
• digital marketing
• marketing*
• outbound*
• microsoft dynamics*
• customer insight*
• crm marketing*