Dynamics Systems Manager

Jobtailor; Illinois; On-site; USD 110,000 - 160,000; Full time

Job summary

Jobtailor seeks a senior Dynamics 365 ERP administrator to lead configuration, support, and optimization of Finance & Operations and Project Operations. You will drive system improvements, manage security roles, and support revenue recognition and billing processes.

Collaborate with finance, IT, and project teams to translate business needs into scalable system solutions and accurate reporting. Strong training and stakeholder communication skills are essential.

Qualifications

• Bachelor’s degree or equivalent experience.
• 10+ years of proven experience as a system administrator or support specialist for D365 F&O & Project Operations.
• Exposure to Dynamics 365 Sales or Customer Engagement is a plus.
• Experience configuring security roles, workflows, and integrations in D365.
• Strong communication and training skills, with attention to detail.

Responsibilities

• Provide end-user support for Dynamics 365 F&O and Project Operations across sales, project management, billing, and accounting.
• Serve as SME for project accounting modules including billing, revenue recognition, and collections.
• Administer and configure system settings, workflows, and security roles.
• Collaborate with finance, IT and business units to translate needs into system solutions and reports.
• Lead UAT and regression testing for changes and upgrades.

Skills

Dynamics 365 F&O & Project Operations

System administration

User training & support

Education

Bachelor’s degree in accounting, finance, information systems, business administration, or related field

Tools

Dynamics 365 Sales

Job description

Responsibilities

• Provide timely end-user support for sales, project management, billing, and accounting functions within Dynamics 365 F&O and Project Operations.
• Serve as the subject matter expert (SME) for project accounting modules including sales & opportunities, project set up, billing, and collections.
• Administer and configure system settings, workflows, and security roles related to project, sales, and accounting functionality.
• Collaborate with business development, finance, IT, and project management teams to translate business needs into system solutions and reporting tools.
• Support month-end and cycle-close activities by ensuring timely support of project transactions, invoices, and revenue recognition.
• Partner with finance, IT and business stakeholders to plan and execute system upgrades, patches, and enhancements.
• Lead and participate in User Acceptance Testing (UAT) and regression testing to validate system changes and ensure stability.
• Develop and maintain system documentation, including standard operating procedures, configuration records, and user guides.
• Identify opportunities to streamline processes, improve reporting, and automate recurring tasks.
• Train and coach users on effective system use and best practices.
• Act as a strategic partner in system planning by aligning platform capabilities with organizational goals.
• Monitor industry trends, new features, and product roadmaps to recommend and plan system enhancements that improve efficiency and competitiveness.
• Support sales and business development teams in managing opportunity pipelines, customer and contact lifecycle management, and integration between CRM and ERP modules.
• Collaborate with stakeholders to improve end-to-end business processes across project delivery, sales, and finance functions.
• Provide analysis and recommendations on system performance, usage, and process optimization to leadership.
• Ensure alignment of system design with compliance, audit, and data governance requirements.

Requirements

• Bachelor’s degree in accounting, finance, information systems, business administration, or related field (or equivalent experience)
• 10+ years of proven experience as a system administrator or support specialist with Microsoft Dynamics 365 Finance & Operations and Project Operations; exposure to Dynamics 365 Sales or Customer Engagement is a plus
• Strong understanding of project accounting concepts including billing types (T&M, fixed fee, intercompany), cost controls, and revenue recognition
• Experience supporting sales processes including opportunities, customer lifecycle, and contact management
• Experience configuring security roles, workflows, and integrations in D365
• Ability to troubleshoot system issues and work with technical teams to resolve them
• Familiarity with month-end close processes, billing cycles, and project management practices
• Strong organizational, analytical, and documentation skills with attention to detail
• Excellent interpersonal and communication skills, with the ability to train and support users of varying technical backgrounds
• Self-motivated, proactive, and comfortable working both independently and collaboratively
• Relevant certifications in Microsoft Dynamics 365 Finance & Operations or Dynamics 365 Sales are highly desirable.

Core Competencies

Demonstrates expertise in Microsoft Dynamics 365 Finance & Operations and Project Operations, with a strong focus on project accounting, system configuration, and user training. Capable of collaborating with cross‑functional teams to enhance system performance and streamline business processes.