CRM Lead: Consolidating Salesforce & Dynamics

Jacobs; Dallas (TX); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Stock purchase program

Unlimited PPTO

Job summary

Jacobs is seeking a Senior Manager, CRM to own Salesforce and Microsoft Dynamics, drive the operating model, roadmap, and a multi-quarter consolidation plan to a single CRM instance. You will be the accountable owner for system health, data quality, and delivering business value across Sales, Marketing, and Customer Service.

You will lead a team of admins/analysts/developers, define governance with cross-functional leaders, manage budgets, and partner with vendors to ensure successful delivery

Qualifications

• 7+ years working directly in CRM administration, implementation, or CRM-focused operations with hands-on configuration in Salesforce and Microsoft Dynamics.
• 3+ years managing a team and/or owning a platform at senior admin/manager level, accountable for roadmap and delivery.
• Experience leading CRM migrations, consolidations, or major re-platforming efforts.
• Experience building or running an intake/governance process for a shared business system.
• Proven ability to partner with Sales, Marketing and Customer Service leadership to translate requirements into a phased plan.

Responsibilities

• Own Salesforce and Dynamics 365 platforms, including configuration, security model, data model, integrations, automation, and release management.
• Own system health, data quality, performance, uptime, and integrations with adjacent tools.
• Lead consolidation planning for a single target CRM, including data migration, de-duplication, and change management.
• Maintain a governed roadmap of CRM enhancements balancing quick fixes with long-term consolidation.
• Define operating model for CRM requests, triage, release processes, incidents, and communications.
• Build and lead the CRM team (administrators, analysts, developers) and manage vendor/partner relationships.
• Translate business strategy into CRM capabilities and measure adoption, quality, pipeline accuracy, and stakeholder value.

Skills

CRM ownership

Salesforce & Dynamics 365

Data modeling

Integrations

Flows/workflows

Release management

Governance

Team leadership

Budget management

Stakeholder management

Tools

Salesforce

Dynamics 365

SQL

Power BI

Job description

Jacobs is seeking a Senior Manager, CRM to own Salesforce and Microsoft Dynamics, drive the operating model, roadmap, and a multi-quarter consolidation plan to a single CRM instance. You will be the accountable owner for system health, data quality, and delivering business value across Sales, Marketing, and Customer Service.

You will lead a team of admins/analysts/developers, define governance with cross-functional leaders, manage budgets, and partner with vendors to ensure successful delivery