CRM Solutions Developer
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Job Description
CRM Solutions Developer supporting Microsoft Dynamics CRM instance and projects for an institutional fixed income broker/dealer. Responsible for custom development, integrations, and collaboration with stakeholders.
Responsibilities:
- Lead CRM development including solution design, configuration, custom development, testing, deployment, and production support.
- Partner with CRM team members and business stakeholders to elicit, document, and refine requirements, translating them into technical designs.
- Design and implement custom entities, fields, forms, views, dashboards, business rules, and security models aligned to business requirements.
- Develop and maintain plugins, custom workflows, and extensions using .NET and the Dynamics SDK.
- Maintain and enhance existing customizations, refactoring legacy work where appropriate.
- Build, support, and maintain integrations between Dynamics and third-party systems.
- Implement integrations using REST APIs, webhooks, and Azure where appropriate.
- Partner with IT teams to ensure integrations are scalable, secure, and maintainable.
- Use Power Automate flows to support workflow automation, integrations, and data processing.
- Build and maintain Power Apps (model-driven and canvas) as needed to extend CRM functionality.
- Collaborate on the design of Power BI datasets and reports.
- Lead initiatives for bulk data cleanup, deduplication, and normalization.
- Maintain a clean system configuration by managing unused fields, views, and processes.
- Maintain system health including audit logs, storage consumption, and environment capacity.
- Manage development, test, and production environments, including solution versioning, deployments, and rollback strategies.
- Ensure changes align with governance, security, and compliance standards.
Requirements:
- 5+ years of experience with Microsoft Dynamics.
- Experience and understanding of enterprise security roles.
- Strong proficiency with .NET, JavaScript, SQL, and Azure.
- Experience with Power Platform (PowerApps, Power Automate).
- Familiarity with CoPilot and AI-driven CRM enhancements.
- Excellent problem-solving, communication, and collaboration skills.
- Detail-oriented and self-managed with an ability to multitask, prioritize, and adjust priorities as new items emerge.
- Friendly and approachable with the ability to work as a member of a team.
- Enthusiastic and curious to learn about the various functions of the firm and how they connect.
Benefits:
- Health Coverage
- Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields)
- Prescription Drug Plans
- Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)
- Health Savings Account (HSA)
- Vacation/Personal Days + Holidays
- PT Retirement Mission-Driven Employee Stock Ownership Plan
- Voluntary Life Insurance + Long-Term Disability Insurance
- Discounted Fitness Memberships (Free membership for Chicago office)
- Pre-Tax Commuter Benefits – Transit & Parking
- Mental Health support through company provided Employee Assistance Program
- Employee recognition programs (PT Rewards and Annual Awards)
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