Platform Manager – Microsoft Dynamics 365 CRM

Toppan Merrill; Cleveland (OH); On-site; USD 115,000 - 160,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K Matching

Paid Time Off

Parental Leave

Volunteer Days

Wellness Resources

Employee Assistance Program

Job summary

Toppan Merrill is seeking a Platform Manager – Microsoft Dynamics 365 to direct the strategic direction, prioritization, and ongoing optimization of the Dynamics 365 platform. You will bridge business needs with technology teams to deliver scalable solutions and governance.

You will maintain the product roadmap, collaborate with stakeholders, and drive continuous improvements in processes, user experience, and system sustainability across the organization.

Qualifications

• 5+ years implementing Microsoft Dynamics 365 CRM or similar CRM in a service org.
• Demonstrated functional leadership with Dynamics 365 in a complex environment.
• Experience with Power Platform tools (Power Apps, Power Automate, Power BI).
• Strong understanding of Dataverse and API integrations.
• Experience building roadmaps, backlogs, user stories, and business requirements.
• Strong business process analysis, data management, and communication skills.

Responsibilities

• Own the Dynamics 365 CRM product vision, roadmap, and backlog aligned to business goals.
• Collaborate with leaders, end users, IT, and stakeholders to define opportunities for platform enhancements.
• Translate requirements into epics, features, user stories, acceptance criteria, and specs.
• Prioritize features, defects, and technical improvements based on value and risk.
• Serve as primary decision-maker for the Dynamics 365 platform for developers and admins.
• Lead discovery, backlog refinement, sprint planning, demos, UAT, releases, and reviews.

Skills

Dynamics 365

Power Platform

Dataverse

API integrations

Roadmaps/backlogs

Cross-functional leadership

Education

Bachelor's degree in Business, Information Technology, Computer Science, MIS, or related field

Tools

Power Apps

Power Automate

Power BI

Job description

Job Description:

Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.

At Toppan Merrill, you will find a culture that will encourage, empower and challenge your unique qualities to enable you to reach your full potential. Toppan Merrill leadership is committed to inspire and help you reach that potential. You'll work with dynamic colleagues, experts in their fields, who are eager to share their knowledge with you.

Learn more at https://www.toppanmerrill.com/careers/. About Toppan Merrill

Platform Manager – Microsoft Dynamics 365

The Platform Manager – Microsoft Dynamics 365 is responsible for the strategic direction, prioritization, development, and ongoing optimization of the Microsoft Dynamics 365 platform. This position serves as the primary liaison between business stakeholders and technology teams, translating business needs into scalable technology solutions that improve processes, user experience, and organizational effectiveness.

The Product Owner maintains the product roadmap and backlog, establishes priorities based on business value, and partners with cross-functional teams throughout the solution development lifecycle. This role requires a strong understanding of business processes and Microsoft Dynamics 365 capabilities to ensure platform investments deliver measurable value while maintaining appropriate governance, security, data integrity, and system sustainability.

Key Responsibilities & Outcomes

• Own and maintain the Microsoft Dynamics 365 CRM product vision, roadmap, and backlog, ensuring priorities align with business objectives and organizational strategy.
• Partner with business leaders, end users, IT, and other stakeholders to understand business processes, identify needs, and define opportunities for platform enhancements.
• Translate business requirements into clearly defined epics, features, user stories, acceptance criteria, and functional requirements for development and configuration teams.
• Prioritize product features, enhancements, defects, and technical improvements based on business value, user impact, risk, dependencies, and available resources.
• Serve as the primary functional decision-maker for the Dynamics 365 platform, providing direction and clarification to developers, administrators, analysts, architects, and implementation partners.
• Lead and participate in product discovery, backlog refinement, sprint planning, solution demonstrations, user acceptance testing, release planning, and post-implementation reviews.
• Evaluate existing processes and system functionality to identify opportunities for automation, standardization, simplification, and improved user experience.
• Partner with technical teams to support effective platform configuration, integrations, workflows, data management, reporting, security roles, and related Dynamics 365 capabilities.
• Establish and monitor product performance measures, adoption, user feedback, and business outcomes to evaluate solution effectiveness and identify opportunities for continuous improvement.
• Manage stakeholder expectations and communicate product priorities, roadmaps, release plans, system changes, dependencies, risks, and implementation impacts.
• Partner with business leaders, training resources, and subject matter experts to support change management, documentation, communications, training, and user adoption.
• Maintain knowledge of Microsoft Dynamics 365 and Microsoft Power Platform capabilities and product roadmaps, evaluating new functionality and emerging technologies for potential business value.
• Ensure solutions comply with established standards for platform governance, security, data integrity, documentation, change management, regulatory requirements, and system sustainability.
• Ability to interact with internal/external clients/customers in a professional manner.
• Miscellaneous duties as assigned.

Required Qualifications

Education

• Bachelor's degree in Business, Information Technology, Computer Science, Management Information Systems, or a related field, or equivalent combination of education and relevant professional experience.

Experience

• 5+ years of experience implementing and supporting Microsoft Dynamics 365 CRM solutions or comparable CRM solutions in a service organization.
• Demonstrated functional leadership experience working with Microsoft Dynamics 365 in a complex business or enterprise environment.
• Experience with Power Platform tools (Power Apps, Power Automate, Power BI)
• Strong understanding of Dataverse and API integrations.
• Experience developing and managing platform roadmaps, backlogs, user stories, acceptance criteria, and business requirements.
• Strong understanding of business process analysis, process improvement, system configuration, data management, integrations, workflows, and reporting.
• Demonstrated ability to lead cross-functional initiatives, manage competing priorities, and influence outcomes without direct authority.
• Excellent written and verbal communication skills.

We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $115-160k annually, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.

Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:

• Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
• Employer Contribution to 401K
• Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays.
• Paid parental leave
• Paid community involvement/volunteer days
• Wellness Resources and Employee Assistance Programming

Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.