Power Platform & Dynamics CRM Lead - Onsite

SteelPeak Wealth, LLC

Los Angeles (CA)

On-site

USD 120,000 - 180,000

Full time

7 days ago

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Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

On-site Woodland Hills office

Job summary

SteelPeak Wealth, LLC is seeking a Microsoft Dynamics CRM Lead to design and enhance digital tools that streamline workflows and boost collaboration across the firm. This on-site role at Woodland Hills will partner closely with technology and operations teams to translate business needs into effective solutions.

The ideal candidate brings hands-on experience with Dynamics CRM, Power Apps, Power Automate, and SharePoint Online within a corporate setting.

Qualifications

3+ years of professional experience developing or supporting Microsoft Dynamics CRM, Microsoft 365, SharePoint Online, or Power Platform solutions in a business setting.
Hands-on development with Power Apps and Power Automate, including connectors, expressions, approvals, and exception handling.
Solid understanding of Microsoft products, SharePoint permissions, lists, libraries, metadata, and Microsoft 365 collaboration capabilities.
Experience with application testing, source/version control, release processes, and change management.
Understanding of secure development, access management, data loss prevention, data protection, and cybersecurity principles.
Awareness of Microsoft Copilot and Anthropic use cases and appropriate data-security considerations.
Education or technical training in IT, computer science, software development, or related discipline; equivalent professional experience considered.
Relevant Microsoft certification (such as PL-200 or PL-400), or willingness and ability to obtain an appropriate certification within an agreed timeframe.

Responsibilities

Partner with business users to understand process challenges, define solution requirements, and deliver practical applications.
Create, improve, and maintain Power Apps, Power Automate workflows, SharePoint Online solutions, and related Microsoft 365 tools.
Build automations that reduce repetitive tasks and improve the consistency and efficiency of day-to-day operations.
Investigate application issues, identify underlying causes, and implement sustainable fixes.
Apply appropriate permissions, data safeguards, and platform governance throughout solution design and support.
Coordinate testing, version management, controlled releases, and transitions between development and production environments.
Prepare technical documentation, support instructions, and change records to promote long-term solution reliability.
Guide end users through new applications and collaboration tools, including responsible adoption of emerging Microsoft capabilities.