Dynamics 365 Marketing CRM Technical Specialist

Aptia Group India; Pune District, Mumbai, Gurugram District; Hybrid; INR 2,000,000 - 4,000,000; Full time

Job summary

Aptia Group India is seeking an experienced Dynamics 365 CRM Specialist to lead marketing administration, data governance, and integrations for US marketing initiatives. You will own Dataverse data models, consent management, and lifecycle definitions, collaborating with Sales, RevOps, and IT to ensure reliable delivery across journeys, emails, and analytics.

You will design and optimize lead-routing, implement automation with Power Automate, and drive reporting via Power BI, ensuring accurate

Qualifications

• 5+ years hands-on administering and configuring Microsoft Dynamics 365 (CRM) including Dataverse data models and core configuration.

Responsibilities

• Platform Administration & Configuration for US marketing within Dynamics 365 (Dataverse + Customer Insights Journeys).
• Data governance, integrity, and consent management for US marketing.
• Lead management, journeys, and event/webinar tool integrations with Dynamics 365 Sales.
• Marketing automation, customer journeys, emails, and segmentation in Customer Insights Journeys.
• Reporting, dashboards, and analytics for marketing funnel and performance.
• User support, training, and documentation for US marketing stakeholders.

Skills

CRM administration

Dynamics 365 Marketing

Integrations & automation

B2B marketing programs

US insurance domain knowledge

Analytics & data governance

Cross-functional collaboration

Communication

Tools

Dynamics 365

Dataverse

Power BI

Power Automate

CRM data governance tooling

Job description

Role Purpose:

This role leads the marketing workstream administration, configuration, and operational execution within Microsoft Dynamics 365 (Dataverse + Customer Insights Journeys and Sales integration) to enable US marketing. Overall platform ownership sits with the Dynamics 365 Lead (US); this position works in close partnership with that owner and the broader CRM team to ensure marketing capabilities are implemented reliablyincluding data readiness, environment/process hygiene, integrations, consent, and scalable automation.

The position partners day-to-day with US-based Marketing and Sales Operations/RevOps stakeholders to translate marketing requirements into Dynamics 365 solutionssegments, journeys, lead management, and analyticsand coordinates design decisions, standards, and releases with the US Dynamics 365 Lead and CRM team.

Key Responsibilities:

1. Dynamics 365 Platform Administration & Configuration

- Configure and administer the marketing capabilities within Dynamics 365 (Dataverse + Customer Insights Journeys) for US marketing, following platform standards set by the US Dynamics 365 Lead/CRM team; includes marketing settings, subscription centers/consent, and system parameters.

- Own the marketing data model in Dataverse (contacts, accounts, leads, marketing forms/submissions, interactions) including field governance, validation rules, and lifecycle definitions for US Marketing and aligned Sales processes.

- Manage change control for marketing-related enhancements: requirements intake, solution design, configuration/development coordination, testing/UAT, deployment, and post-release monitoringmeeting agreed SLAs and minimizing disruption to users.

2. Data Governance, Integrity & Compliance (US)

- Maintain CRM data integrity for marketingincluding structure, standardization, deduplication, and enrichmentso segmentation and lead routing are accurate and actionable.

- Execute ongoing data audits and validation processes; define quality thresholds and monitoring (e.g., required fields, email validity, consent status) and drive remediation with stakeholders.

- Ensure US-aligned privacy and consent management practices (e.g., CAN-SPAM and internal policies) are implemented consistently across forms, preference centers, and outbound communications; maintain governance documentation and data definitions.

3. Integrations, Automation & Lead Management

- Configure and maintain lead-to-opportunity processes by integrating Customer Insights Journeys with Dynamics 365 Sales (lead creation, qualification, routing, and status synchronization).

- Partner with US Sales, RevOps/Sales Ops, Marketing, and IT to support integrations with approved third-party tools and channels (e.g., website/CMS and web forms, LinkedIn and other social platforms, ZoomInfo and enrichment tools, webinar/event platforms, analytics), including bi-directional syncs where required.

- Define and operationalize lead qualification criteria, routing rules, and handoff SLAs; build/maintain automation (workflows, Power Automate where applicable) to reduce manual effort and improve speed-to-lead.

4. Marketing Automation & Campaign Enablement

- Build and optimize automated customer journeys, triggered emails, lead scoring models, and lifecycle stages in Customer Insights Journeys to support US demand generation and nurture programs.

- Create, test, and send marketing emails; build and maintain segments/lists (dynamic and static) to target the right audiences, applying suppression and consent rules.

- Upload/import new leads and contacts (and related marketing interaction data) into Dataverse following governance standards; validate mappings, deduplicate, and resolve import errors.

- Develop and maintain marketing forms (embedded on landing pages); connect forms to the website as needed, ensuring clean field mapping, consent capture, and source attribution.

- Configure additional marketing assets and channels (event/webinar integrations) and execute rigorous QA/testing (rendering, links, deliverability checks, journey logic, and routing validations).

5. Reporting, Analytics & Insights

- Develop and validate dashboards and reports for US marketing performance and funnel progression (new lead MQL – SQL – opportunity, conversion, pipeline contribution, velocity) using Dynamics insights and Power BI.

- Coordinate with the US marketing agency on initial report/dashboard builds and data models; own ongoing report maintenance, enhancements, and troubleshooting to ensure Power BI reporting remains accurate, performant, and aligned to agreed definitions.

- Translate business questions into measurable requirements (fields, events, definitions) and ensure reporting data is complete, consistent, and trusted through routine validation.

- Drive continuous improvement by identifying system/process gaps, recommending solutions, and supporting testing and deployment of enhancements; enable optimization experiments (e.g., A/B testing) with reliable tracking.

- Serve as Level 1-2 support for Dynamics 365 marketing users, troubleshooting issues, documenting root causes, and coordinating escalations with internal teams and vendors as needed.

6. User Support, Training & Documentation

- Create and maintain training materials, playbooks, and process documentation (journey build standards, naming conventions, segmentation rules, lead management SOPs).

- Manage an intake and prioritization process for US marketing requests; communicate status, risks, and dependencies clearly to stakeholders across time zones.

Required Experience & Skills:

• 5+ years of hands-on experience administering and configuring Microsoft Dynamics 365 (CRM) including Dataverse data models, security concepts, and core configuration.
• Strong expertise in Dynamics 365 Customer Insights Journeys (formerly Dynamics 365 Marketing), including journeys, segments, forms (embedded on landing pages), lead scoring, and consent/subscription management.
• Experience supporting integrations and automation between Dynamics 365 and other systems (e.g., event/webinar tools, website forms, BI), including troubleshooting data sync and process failures.
• Proven experience enabling B2B marketing programs through marketing automation (nurture, events/webinars, email, lifecycle programs) with measurable funnel/pipeline outcomes.
• Preferable strong understanding of US insurance buyer landscape (Health plans, TPAs, brokers).
• Strong analytical skills, attention to detail, and ability to translate business needs into scalable CRM/marketing-technology solutions.
• Excellent communication skills and ability to collaborate across US Marketing, Sales, RevOps, and IT stakeholders.
• Experience with CRM data governance, audits, deduplication, and operational processes (preferred).

Technical & Analytical Skills:

• Dynamics 365 (Dataverse, Customer Insights Journeys, and Sales integration)
• Dataverse data modeling, security roles, solutions, environments, and configuration (tables, columns, forms, views, business rules)
• Power BI (and/or Dynamics reporting) for dashboarding and marketing/sales funnel analytics
• Experience maintaining Power BI reports/datasets (refresh schedules, data validation, and stakeholder-ready dashboards)
• Email execution, segmentation/list management, forms (embedded on landing pages), and event/webinar integrations in Customer Insights Journeys
• Data imports/uploads (leads/contacts), mapping/transformations, deduplication, and troubleshooting sync/import errors
• Power Platform automation (Power Automate) and basic integration concepts (connectors, data mapping, error handling)
• US email/privacy compliance awareness (e.g., consent management, suppression, and internal policy adherence)