Marsh
CRM Functional Lead — Microsoft Dynamics (Sales, Marketing & Case Management)
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CRM Functional Lead
We’re seeking a hands-on CRM Functional Lead to support a high-velocity, global programme implementing and enhancing Microsoft Dynamics 365. You’ll partner with business stakeholders and internal technology teams to translate business needs into clear, testable requirements, help prioritise and groom backlog items, validate deliveries through testing, and enable users through training and documentation. The ideal candidate has practical CRM experience across Sales, Marketing and Case/Service modules, strong communication skills, and the ability to manage multiple priorities across time zones.
We will count on you to:
- Partner with business stakeholders (Sales, Marketing) to elicit, document, and validate business requirements, user stories, and acceptance criteria.
- Translate business needs into functional designs and process flows for Dynamics 365 (Sales, Marketing, Customer Service/Case Management) and related integrations.
- Facilitate grooming and prioritisation sessions with Product Owners, Business SMEs, and Development/Integration teams.
- Create and maintain functional specifications, process maps, screen mockups, and configuration guides.
- Support configuration and low-code customisation (forms, views, business rules, workflows, Power Automate flows, security roles) with Development and Admin teams; validate that configuration meets requirements.
- Define and execute test plans, test cases, and user acceptance testing (UAT); log and track defects and retests.
- Assist with deployment activities and release validation across environments (Dev, Test, UAT, Prod).
- Develop user training materials, quick reference guides, and run training sessions or demos for end users and administrators in collaboration with business and change partners.
- Act as the liaison between business stakeholders and cross-functional technology teams to ensure timely delivery and issue resolution.
- Monitor and track requirements, change requests, and programme status; communicate progress and risks to stakeholders.
- Participate in data migration, data quality validation, and deduplication efforts as needed.
- Work effectively across distributed teams and time zones; be flexible with meeting times to accommodate stakeholders.
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What you need to have:
- Practical experience working in CRM functional or business analyst roles, preferably with Microsoft Dynamics 365 / Power Platform.
- Hands-on knowledge across Sales, Marketing, and Case/Service (Customer Service) processes and how they map into CRM systems.
- Proven ability to elicit, document, and manage business requirements, user stories, and acceptance criteria.
- Experience creating process flows, functional specifications, test plans/cases, and user documentation.
- Familiarity with Dynamics 365 components such as forms, views, business rules, security roles, solution management, and Power Platform tools (Power Automate, Power Apps, CDS/Dataverse).
- Strong collaboration skills and excellent written and verbal communication abilities.
- Ability to manage multiple priorities in a fast-paced environment and work across time zones with flexibility.
- Strong attention to detail and a practical, delivery-focused mindset.
What makes you stand out?
- Experience with professional services firms in the insurance or consulting industry.
- Experience integrating Dynamics with marketing automation and digital web platforms.
- Familiarity with Agile delivery practices (Scrum, Kanban), backlog grooming, and Azure DevOps.
- Experience with AI tooling and methodologies applied to sales and marketing problems, including prototyping or pilot execution.
- Experience with data migration tools (Scribe, KingswaySoft, SSIS) and data quality techniques.
- Microsoft Certified: Dynamics 365 Fundamentals or related functional certifications.
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit corporate.marsh.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
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