CRM Lead

LOCATION: Middletown, PA
POSITION TYPE: ASAP – 05/30/2026
POSITION TERMS: Hybrid mostly remote
Remote or within a one hour drive
The resource shall attend onsite meetings 1 week per calendar
In-person interviews

Study and understand the current, plus desired, Microsoft CE application, configurations, and technologies. Coordinate changes and designs to the CBOS and UBOS, plus the PTC’s other technologies, ensuring they meet and follow standards and policies.

Architect and build a roadmap for delivery.
Assign work and manage and mentor a team of CRM and full stack developers.
Ensure successful delivery for the CRM, portal, and web app as part of the UBOS project.
Advise leadership on current trends in Microsoft CE applications and functionalities.
Act as a subject matter expert and represent the in meetings and reports with stakeholders.
Raise concerns and potential issues to leadership with sufficient detail for decision-making.
Architect, and Develop Microsoft CE customizations and configurations to meet s functionality needs.
Support integrations with middleware, ERP systems, payment gateways, phone systems, etc., which are part of the UBOS ecosystem.
Act as an expert for Data Migration to Microsoft CRM.
Fully document all created work associated with this position, including technical and functional designs and diagrams, test plans, test scripts, impact analysis reports, lessons learned, best practices for others to follow, plus any other documentation as required. This documentation shall follow the format and / or templates as instructed
Develop and maintain productive working relationships with technology staff, business owners, project sponsors, vendors, and key clients.
Lead and participate in project team activities for system work efforts related to enterprise systems.
Work independently to accomplish the tasks and duties assigned.
Adhere to and follow all standards, policies, and procedures.
Utilize various software and/or technology tools to perform job duties.
Perform tasks and other duties as related to this position and role and assigned

SKILLS:
10 years of Microsoft CE application software systems implementation experience.
10 years of experience developing CRM applications using .Net, JavaScript, Python, React, SSIS, Reporting Services.
5 years as a Microsoft certified FastTrack solution architect for business applications.
2 years of experience leveraging Azure AI services and Machine Learning for developing Microsoft D365 CE business applications.
Delivered 2 projects as a certified FastTrack project for Business Applications.
Delivered 1 successful implementations leveraging AI technologies to enhance customer service operations, including Development and implementation of AI-driven chatbots and virtual assistants, Leveraging Copilot and Azure AI for Microsoft Dynamics CRM solution deployment.
Hands-on experience with Dynamics Contact Center solution deployment, including ability to manage and optimize communication processes, improving efficiency and customer satisfaction.
Conducted training sessions on AI tools and Dynamics Contact Center features, ensuring team members are proficient and up-to-date with the latest technologies.
Proven implementation experience in Data Migration to Microsoft CRM from other non-COTs account management systems.