Senior Associate-Sales & Marketing

Key Areas of Responsibility

1. CRM Ownership & Product Management

• Own and govern Microsoft Dynamics 365 Sales and Customer Engagement (CE) as the single source of truth for commercial teams.
  
• Gather business requirements and translate them into CRM enhancements, user stories, and feature improvements.
  
• Prioritize development initiatives based on business objectives and user feedback.
  
• Drive continuous improvement of CRM processes, workflows, and integrations across business systems.
  

2. Stakeholder Management

• Partner with Sales, Marketing, Client Success, Leadership, and Operations teams.
  
• Act as the primary business stakeholder for CRM-related initiatives.
  
• Align cross-functional teams and manage expectations throughout project lifecycles.
  

3. User Adoption & Process Optimization

• Increase CRM adoption and utilization across commercial teams.
  
• Develop training materials, user guides, and best-practice frameworks.
  
• Lead change management activities for system enhancements and new feature rollouts.
  
• Optimize lead management, opportunity management, account management, and client engagement processes.
  
• Ensure data quality, reporting consistency, and alignment with business operations.
  

4. Dashboarding, MIS & Business Insights

• Define and track commercial KPIs with leadership teams.
  
• Enhance pipeline reporting, sales forecasting, account intelligence, and activity tracking.
  
• Build executive dashboards and recurring MIS reports.
  
• Establish data quality controls and exception reporting.
  
• Convert business and leadership requirements into actionable analytics and reporting views for sales reviews, campaign tracking, forecasting, and board-level reporting.
  

Ideal Candidate Profile

• Experience with Microsoft Dynamics 365 Sales/CRM.
  
• Strong stakeholder management and business partnering skills.
  
• Expertise in CRM process design, sales operations, and change management.
  
• Knowledge of reporting, dashboards, MIS, and commercial analytics.
  
• Ability to bridge business requirements and technology solutions.
  
• Strong project management and problem-solving capabilities.
  

Qualifications

• 4-7 years of experience working with Microsoft Dynamics 365 Sales and Customer Engagement (CE) environments.
  
• Prior experience in B2B SaaS, Financial Services, FinTech, Private Credit, Banking, or Capital Markets organizations.
  
• Exposure to Sales Operations, Revenue Operations, Commercial Processes, Legal Workflow Tracking, and Client Lifecycle Management.
  
• Demonstrated experience in driving CRM adoption programs across large and diverse user groups.
  
• Strong documentation, business analysis, and process-mapping capabilities.
  
• Excellent stakeholder management, communication, and change management skills.
  
• Strong analytical and problem-solving abilities, with experience in reporting and dashboarding.
  
• Microsoft certifications in Dynamics 365, Power Platform, or related technologies are preferred.