Manager, CRM & Reporting Platforms
Dimensional Fund Advisors
We are seeking a strategic, outcome-focused Manager of CRM and Reporting Platforms to lead a cross-functional team of CRM developers, Product Managers, and Reporting Analysts. This person will be responsible for managing people, aligning priorities with business stakeholders, and driving the maturity of the Microsoft Dynamics 365 and enterprise reporting platforms. Responsibilities Lead, mentor, and develop a team of CRM developers, Product Managers, and Reporting Analysts through coaching, building team capability, and continuous improvement Develop and drive the product development and service roadmap in support of the Global Client Group department Work with stakeholders in the Global Client Group to understand current business processes and look for opportunities to leverage technology to increase automation and drive efficiencies Ensure alignment on priorities to achieve firm and department objectives Manage vendor relationships, software licenses, consultant contracts, and monitor associated financial commitments Communicate across technical and non-technical audiences, ensuring clarity on priorities, trade-offs, and timelines Oversee the design, and enhancement of CRM solutions within Microsoft Dynamics Focus on professional development and continuous improvement by identifying skill gaps, seeking feedback, and pursuing learning opportunities Identify and pursue opportunities to improve ROI and drive delivery through the team while providing clear progress updates to leadership Maintain a strong orientation toward business outcomes, ensuring that every initiative drives measurable value rather than just activity Leverage data to guide decisions, using OKRs, KPIs, and other metrics to align team efforts with business outcomes Qualifications Bachelor's degree or equivalent experience in a technical field such as Computer Engineering, Computer Science, etc. 10+ years of relevant work experience driving technical product management, business analysis, engineering management and operations efforts Experience solving business problems through the design and development of solutions in a CRM platform Deep understanding of CRM systems with a preference for Microsoft Dynamics Experience as a hands‑on architect or developer within Microsoft Dynamics or Salesforce Growth mindset, adaptability, and commitment to continued development of self and others Prior experience with project management, quality assurance and operations Strong understanding of Agile software development and the ability to lead cross-functional distributed teams to provide successful outcomes Continuous learner and independent thinker who can work collaboratively with others Strong communication skills, both verbal and written Proven track record building, leading, and developing high‑performing distributed teams Prior experience managing multiple vendors, contract and associated financial commitments Demonstrated strength in connecting technical delivery to business impact An open‑minded, curious, and resourceful approach to work Passion for and stay current with modern technologies Solve problems systematically and transparently Share ideas, solicit/integrate feedback, design and solve collaboratively Preferred Take a software engineering approach and demonstrate automation and security mindsets Experience with enterprise reporting tools (such as Coric or Vermilion) and underlying data structures, with the ability to support scalable, reliable reporting solutions Familiarity with Power BI or similar business intelligence tools for interactive reporting and dashboard creation Knowledge of Marketing Automation platforms (such as Microsoft Customer Insights‑Journeys) Experience using OKRs or similar frameworks to align teams and measure success Master’s degree or equivalent experience in a technical field such as Computer Engineering, Computer Science, etc. Benefits Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. Equal Employment Opportunity It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates. #J-18808-Ljbffr
$169k - $235k
...transforming the way companies plan, manage, and optimize sales... ..., and now we’re expanding our platform to solve broader sales planning... ...background to lead our Accounting & Reporting delivery team. This team owns... ...Commissions. Familiarity with CRM/ERP systems (Salesforce,...PlatformCRMRemote workFlexible hours- ...secure coverage utilizing our multi-carrier platform to deliver optimal client solutions.... ...Workflow Optimization: Harness our proprietary CRM and marketing automation to efficiently... .... Digitally Proficient: Adept at managing virtual communication platforms and modern...PlatformCRMContract workWork at officeImmediate startRemote work
- ...A leading wealth management firm in Austin, Texas is seeking an experienced program manager to execute a multi-year Salesforce and marketing... ...skills are essential, along with familiarity with CRM and regulatory environments. The role offers competitive pay, benefits...PlatformCRM
- ...General Motors is seeking a Senior Product Manager – Salesforce in Austin, Texas. This role involves overseeing Salesforce platform implementations and enhancements while supporting... ...position offers the opportunity to drive CRM capabilities and engage with various cross-...PlatformCRM
- ...developer in Austin, Texas, is seeking a Senior Data, AI & Intelligence Manager. This role involves architecting and managing data systems to... ...have 5-10 years of experience in data and AI, strong Salesforce CRM knowledge, and a builder mindset. This position offers...PlatformCRM
$124k - $335k
...Opportunity As part of the Global Information Reporting team you are expected to provide... ...to solve our clients' needs. As a Senior Manager you are expected to lead large projects,... ...and generating vision Familiarity with CRM systems Proficiency in automation and...CRMFull timeH1b$110k - $150k
A global medtech company is seeking a Manager of Enterprise Risk Management to oversee the... ...continuity program and preparing reports for the executive team. The ideal candidate... ...strong proficiency with risk management platforms. Competitive salary offered with a range...Platform$50k - $65k
...client and technical support across a suite of CRM, AI, and marketing platform solutions designed for marketing and sales... .... You’ll also collaborate with our product management team to surface, prioritize, and track client‑reported bugs and product feedback. Key...PlatformCRMFull timeFlexible hours- ...established, fee-only wealth management firm in Austin to recruit a Wealth... ...and task notes in the CRM Coordinate with custodians to... ...portfolio system maintenance and reporting updates Support internal... ...systems and portfolio reporting platforms (Tamarac, Salesforce, or similar...PlatformCRMWork at office
- ...VML MAP in Austin, Texas, is seeking a Senior Technical Project Manager to lead and manage key client projects ensuring timely and... ...should have over 4 years of experience with marketing automation platforms, excellent communication skills, and the ability to work in an...PlatformCRM
- ...States | Posted on 03/16/2026 The CRM Support Specialist provides... ...’s Customer Relationship Management (CRM) system (Zoho). This position... ...user support, data quality, reporting, and assisting with system... ...CRM system. Experience with platforms such as Salesforce, HubSpot,...PlatformCRM
- ...execute effective sales strategies. Manage the full sales cycle, from lead generation... ...sales forecasts and performance reports to leadership. Stay informed on industry... ...for closing deals. Proficiency with CRM platforms (e.g., Salesforce) and sales analytics tools...PlatformCRM
$18 - $19 per hour
...customer interactions in a remote role. The position focuses on managing inbound requests via various channels and ensuring customer... ...have proven customer service experience, competency in CRM platforms like Salesforce, and strong communication skills. TrueCar offers...PlatformCRMRemote jobHourly pay- ## SVP Retail (C360) Program Manager, GRCTOApplyremote type: Onsitelocations: Central Region... ...(e.g., BRD, Test Plan, FSD, Test Reports, Finance Planning...)* Overall accountable... ...management.* Experience in MS Dynamics or any CRM platform that is used for Assisted Channels...PlatformCRMWork at officeOverseas
- ...We are seeking a Program Manager to support our Sales & Servicing Platform with a strong focus on Salesforce and related technologies. This highly visible role... .... Familiarity with advisor-focused platforms such as CRM, workflow, compliance, trading, or billing systems. Experience...PlatformCRMContract work
- ...and integration partners that extend the platform Select channel and advisory partners with... ...that aren't producing — actively manage the portfolio for output. 4. Partner Enablement... ...-driven GTM models. Familiarity with CRM and partner management tools (Salesforce,...PlatformCRM
- ...Atmosphere TV, a leading streaming platform based in Austin, Texas, seeks a motivated Customer Success Representative. In this role, you... ...have 0-2 years of experience in customer support, proficiency with CRM tools, and exceptional communication skills. This position...PlatformCRM
- ...drive operational excellence. The ideal candidate has strong experience in BPO settings, excellent communication skills, and familiarity with AI tools and CRM platforms. This is a fully remote position requiring availability during EST working hours. #J-18808-LjbffrPlatformCRMRemote work
- ...The developer will work closely with the Platform Owner and Embedded Admins to bring high-value... ...Lightning (FSL), Revenue Cloud, and core CRM, ensuring scalable and maintainable... ...center solutions, including omnichannel case management, CTI integrations, and agent productivity...PlatformCRM
- ...Requirements Strong project management skills with the ability to manage... ...marketing automation tools, CRM software (e.g., Salesforce), and event management platforms Creative problem-solving abilities... ...spend and campaign ROI reporting, regularly sharing results and...PlatformCRM
$129k - $160k
Senior Manager - SEC Reporting and Technical Accounting Join to apply for the Senior Manager - SEC Reporting and Technical Accounting role at... ...as the primary administrator for the Workiva SEC reporting platform, including live filing of quarterly 10‑Q/K and earnings press...PlatformRemote workFlexible hours- ...each prospect's unique challenges and goals Maintain meticulous CRM hygiene in Salesforce, tracking all prospect interactions and... ...your development toward a closing role Leverage ActivTrak's own platform to optimize your productivity and better understand the...PlatformCRM
- ...of enterprise contact center platforms, including NICE (CXone/InContact... ...(dialers, IVR, routing) Manage inbound/outbound call flows,... ...time Support integrations with CRM systems (Salesforce or similar... ...productivity, call handling, and reporting Maintain system...PlatformCRM
- ...Engineer to design and maintain enterprise contact center platforms in Austin, Texas. Responsibilities include... ...and supporting systems like NICE CXone and LiveVox, managing call flows, and integrating with CRM systems. Ideal candidates should have a Bachelor's degree...PlatformCRM
- ...WorldStrides, Inc. seeks a HEI Apply Platform Administrator to manage the HEI Apply platform for their Higher Education Individual business. The role... ...communication and problem-solving skills, and experience with SaaS or CRM platforms. This position is hybrid, requiring onsite...PlatformCRM3 days per week
$50k - $65k
...backgrounds Ability to problem‑solve and manage multiple requests at once Basic computer... ...management, upsell, SaaS, goal‑oriented, CRM tools, revenue, strategic conversations,... ...HubSpot, customer success, customer success platforms, SaaS experience, renewal conversations,...PlatformCRMFull time- ...Field Marketing Manager We are seeking a Field Marketing Manager to help drive pipeline... ...region Ensure timely lead capture, reporting, and follow-up processes following... ...attention to detail Experience with CRM and marketing platforms such as Salesforce, 6Sense, Clay, or...PlatformCRMFull time
- ...JD: • Salesforce CRM and Salesforce CRM Analytics (formerly... ...• Stakeholder management and cross functional team collaboration... ...interactive dashboards, datasets, and reports to track key performance... ...party systems (ERP, marketing platforms, etc.) to build a cohesive...PlatformCRM
- ...powered customer communications platform, transforming how businesses... ...secondary responsibility is to manage a portfolio of existing... ...carry a revenue quota, and will report directly to their frontline sales... ...UCaaS/CCaaS. Experienced with CRM software (e.g., Salesforce) and...PlatformCRM
- ...the Company Forward-thinking B2B SaaS / CRM technology organization Industry... ...background in Salesforce or a similar CRM platform is essential, as is a proven track record... ...objectives. Travel Percent Less than 10% Functions ~ General Management ConfidentialPlatformCRM
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, CRM & Reporting Platforms. Be the first to apply!



