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Business Project Manager - Dynamics CRM

Summary

Leads Dynamics 365 CRM implementations for fintech clients, aligning business processes with member experience and regulatory needs using Agile or Hybrid delivery.

Business Project Manager - Dynamics CRM

Overview

FinXL IT Professional Services is a leading IT consultancy that partners with clients to bridge the gap between business needs and technology capabilities. Since 2003, we've been delivering high-value ICT services across financial services, telecommunications, government, and enterprise sectors.

We are seeking an experienced Business Project Manager to drive the implementation of a Microsoft Dynamics 365 CRM platfom for a key client. You will bridge the gap between business strategy, member experience, and technology delivery to drive seamless solution design, aligned business processes, and regulatory compliance.

Key Responsibilities

Project Delivery

  • Lead project execution from discovery and design through build, integration, testing, go-live within scope, budget, and timeframe.

Business & CX Transformation

  • Partner closely with Member Services, Employer Relations, Marketing, and Contact Centre leaders to ensure the CRM platform transforms member journeys, retention workflows, and operational efficiency.

Governance & Stakeholder Engagement

  • Establish project governance, risk mitigation strategies, and status reporting frameworks.

Agile / Hybrid Delivery Leadership

  • Facilitate sprint planning, backlog grooming, stand-ups, and release planning to ensure consistent delivery momentum and high quality.

Key Requirements & Experience

  • Demonstrated delivery experience with Microsoft Dynamics 365 CRM implementations or major upgrades.
  • Proven experience delivering complex projects within the Superannuation, Wealth Management, or Banking sectors
  • Outstanding communication, facilitation, and negotiation skills, with a track record of building trust across executive leadership and business operational teams.
  • Strong command of Agile/Scrum, Waterfall, or Hybrid project delivery methodologies.

Open to either Melbourne OR Sydney candidates.

If this opportunity sounds like a challenge you have been looking for please apply online today! Please note only shortlisted individuals will be contacted. (M12)

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