Program Manager – Microsoft Dynamics 365 Sales CRM

VTekis Consulting LLP • Long Beach, CA

4h

About The Position

Required Qualifications
• 8+ years of overall experience in Program Management or Large-Scale Project Management.
• 5+ years of hands-on experience managing Microsoft Dynamics 365 Sales CRM programs.
• Strong experience in the Healthcare domain (Payer, Provider, or Health Services), with a clear understanding of sales and broker operations.
• Proven track record managing multi-vendor, cross-functional programs.
• Strong expertise in Agile, Hybrid, and Waterfall delivery models.
• Excellent communication, stakeholder management, and executive presentation skills.
Key Responsibilities
• Own and manage end-to-end Sales CRM programs on Microsoft Dynamics 365, spanning multiple workstreams, releases, and geographies.
• Define program scope, objectives, success metrics, and delivery roadmaps aligned to business outcomes.
• Drive integrated planning across Dynamics 365 configuration, customization, integrations, data migration, reporting, and user adoption.
• Ensure delivery commitments across schedule, budget, quality, and scope.
• Serve as the primary point of contact for client leadership, sales operations, IT, compliance, and external vendors.
• Establish and run program governance, including steering committees, executive reviews, RAID management, and status reporting.
• Translate business needs from Sales, Broker, Marketing, and Provider teams into actionable CRM program deliverables.
• Proactively manage risks, dependencies, and escalations with clearly defined mitigation strategies.
• Ensure CRM solutions align with healthcare regulatory requirements, including HIPAA, PHI handling, and data privacy standards.
• Collaborate with compliance, security, and legal teams to embed controls into Dynamics 365 workflows and integrations.
• Support audit readiness and maintain documentation for healthcare-specific controls and reporting.
• Oversee integrations between Dynamics 365 and upstream/downstream systems such as enrollment, claims, billing, provider data, analytics, and marketing platforms.
• Guide teams on best practices for Dynamics 365 architecture, release management, and environment strategy.
• Partner with architects and product owners to ensure scalable, secure, and future-ready CRM solutions.
• Manage program budgets, forecasts, and resource plans, including onshore/offshore delivery models.
• Track benefits realization, ROI, and value delivery tied to sales productivity, pipeline visibility, and operational efficiency.
• Support SOW execution, change requests, and commercial governance as required.

Requirements

• 8+ years of overall experience in Program Management or Large-Scale Project Management.
• 5+ years of hands-on experience managing Microsoft Dynamics 365 Sales CRM programs.
• Strong experience in the Healthcare domain (Payer, Provider, or Health Services), with a clear understanding of sales and broker operations.
• Proven track record managing multi-vendor, cross-functional programs.
• Strong expertise in Agile, Hybrid, and Waterfall delivery models.
• Excellent communication, stakeholder management, and executive presentation skills.

Responsibilities

• Own and manage end-to-end Sales CRM programs on Microsoft Dynamics 365, spanning multiple workstreams, releases, and geographies.
• Define program scope, objectives, success metrics, and delivery roadmaps aligned to business outcomes.
• Drive integrated planning across Dynamics 365 configuration, customization, integrations, data migration, reporting, and user adoption.
• Ensure delivery commitments across schedule, budget, quality, and scope.
• Serve as the primary point of contact for client leadership, sales operations, IT, compliance, and external vendors.
• Establish and run program governance, including steering committees, executive reviews, RAID management, and status reporting.
• Translate business needs from Sales, Broker, Marketing, and Provider teams into actionable CRM program deliverables.
• Proactively manage risks, dependencies, and escalations with clearly defined mitigation strategies.
• Ensure CRM solutions align with healthcare regulatory requirements, including HIPAA, PHI handling, and data privacy standards.
• Collaborate with compliance, security, and legal teams to embed controls into Dynamics 365 workflows and integrations.
• Support audit readiness and maintain documentation for healthcare-specific controls and reporting.
• Oversee integrations between Dynamics 365 and upstream/downstream systems such as enrollment, claims, billing, provider data, analytics, and marketing platforms.
• Guide teams on best practices for Dynamics 365 architecture, release management, and environment strategy.
• Partner with architects and product owners to ensure scalable, secure, and future-ready CRM solutions.
• Manage program budgets, forecasts, and resource plans, including onshore/offshore delivery models.
• Track benefits realization, ROI, and value delivery tied to sales productivity, pipeline visibility, and operational efficiency.
• Support SOW execution, change requests, and commercial governance as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed