Dynamics 365 Customer Engagement (CRM) Expert

Stellar IT Solutions LLC; St. Louis (MO); On-site; USD 96,000 - 165,000; Full time

Job summary

Stellar IT Solutions LLC in Saint Louis, MO is seeking a Dynamics 365 Customer Engagement (CRM) Expert Contractor to transform and optimize its CRM environment. This onsite role requires strategic partnership with business leaders to drive adoption and measurable value.

The ideal candidate will design intuitive dashboards, lead leadership views, and build customer health and snapshot reports. 10–15 years of experience and a hands-on background with Dynamics 365 CE are required for success in

Qualifications

• Proven success in transforming Dynamics 365 CE environments.
• Hands-on technical expertise with Dynamics 365 CE, configuration and development.
• CRM analytics, customer intelligence, and dashboard/report development.

Responsibilities

• Partner with Sales and Leadership teams to strategize CRM adoption and streamline business processes.
• Design and implement intuitive sales dashboards and user experiences within Dynamics 365 CE.
• Build leadership views that highlight activities, performance metrics, and pipeline visibility.
• Develop customer health dashboards with insights into engagement, spending trends, and opportunity pipeline.
• Create customer snapshot reports consolidating account history, spending trends, communications, and insights.

Skills

CRM analytics

Customer intelligence

Dashboard development

Dynamics 365 CE

Sales adoption

Stakeholder engagement

Tools

Dynamics 365 CE

Job description

Job Id : Stellar - 17736

Posted Date : 09/04/2026

Experience : 10-15

Job Type : Contractual

Location : Saint Louis, MO

Overview :

Location: St. Louis, MO (Onsite 3 days/week)

Duration: 6-12+ months (potential extension)

Role Overview

We are seeking a Dynamics 365 Customer Engagement (CRM) Expert Contractor to help transform and optimize its CRM environment. This is not a role for someone who simply gathers requirements—it demands a forward‑thinking professional who can strategize with business leaders, challenge conventional approaches, and deliver impactful CRM solutions that drive adoption and measurable business value.

The current CRM adoption rate is only ~15%, with clunky sales processes. The successful candidate will bring real‑world experience, demonstrate how they’ve built scalable CRM solutions in past organizations, and provide evidence of driving sales adoption and customer intelligence through Dynamics 365 CE.

Key Responsibilities

Partner with Sales and Leadership teams to strategize CRM adoption and streamline business processes.

Design and implement intuitive sales dashboards and user experiences within Dynamics 365 CE.

Build leadership views that highlight:

• Salesperson activities and engagement
• Performance metrics and trends
• Customer contributions (historical and current)
• Pipeline visibility and forecasting

Develop customer health dashboards with insights into:

• Communication and engagement history
• Spending and sales trends
• Opportunity pipeline visibility

Create customer snapshot reports for Sales teams, consolidating:

• Account history
• Spending trends
• Communications and notes
• Key customer insights and market intelligence

Ideal Candidate Profile

Proven success in transforming Dynamics 365 CE environments and driving sales adoption.

Ability to recommend best practices and challenge conventional thinking.

Strong background in CRM analytics, customer intelligence, and dashboard/report development.

Excellent communication skills—able to engage with business and sales teams, make suggestions, and present evidence of past impactful work.

Hands‑on technical expertise with Dynamics 365 CE, CRM configuration, and development.