About the Role
We are seeking a Senior Manager – CRM Product & Platform Owner to lead the end-to-end ownership of the Microsoft Dynamics 365 (D365) CRM platform , with a strong emphasis on Power BI analytics and data-driven decision-making .
The role combines product ownership, platform governance, stakeholder management, and hands-on Power BI expertise to ensure the delivery of a scalable, high-performing CRM ecosystem and actionable business insights.
The successful candidate will act as the single accountable owner for CRM , partnering closely with Commercial, Finance, IT, Data teams, and external vendors.

Key Responsibilities
1. CRM Product Ownership & Platform Leadership
Own the end-to-end D365 CRM platform , including configuration, governance, administration, and ongoing enhancements.
Lead go-live readiness, UAT, cutover, and post-go-live stabilization/hypercare .
Manage platform administration, including:
Security roles
Environments
Releases
Access and governance
Translate business requirements into a prioritized product backlog and actionable user stories .
Ensure platform stability, scalability, security, and performance.
2. Product Roadmap & Delivery
Define and execute the CRM product roadmap aligned with commercial and business priorities.
Own backlog management, including:
Prioritization
Sprint planning
Release planning and delivery
Drive vendor and system integrator performance across build and run phases .
Establish and enforce data governance and data quality standards .
Monitor delivery against agreed timelines, quality standards, and business outcomes.
3. Power BI & Analytics Leadership — Hands-on
Design and develop enterprise-grade Power BI dashboards , including:
Commercial performance dashboards
Customer 360 insights
Executive and CFO-level reporting
Build robust data models and semantic layers integrating D365,



Finance, and operational systems.
Develop advanced DAX measures and calculations .
Apply star-schema data modelling and best practices.
Ensure:
Data accuracy
Refresh reliability
Dashboard performance
Query optimization
Establish a single source of truth for commercial reporting and data-driven decision-making.
Translate complex data into clear, actionable insights for senior leadership.
4. Adoption, Change & Governance
Drive CRM adoption through:
Targeted training
User enablement
CRM champion networks
Track and improve key CRM adoption and data-quality KPIs, including:
Active users
Pipeline completeness
Data quality metrics
Enforce consistent CRM processes and master data standards across regions .
Identify adoption gaps and implement continuous improvement initiatives.
5. Stakeholder Management
Partner closely with senior stakeholders across:
Commercial / Sales Leadership
Finance
IT
Data & Analytics Teams
Ensure alignment between CRM data, financial reporting, and commercial performance.
Operate effectively within a matrix organisation , influencing stakeholders without direct authority.
Act as the trusted advisor and subject-matter expert for CRM and commercial analytics.
Communicate complex technical and analytical concepts effectively to business and executive stakeholders.

Experience
10–12+ years of experience working with Microsoft Dynamics 365, particularly Sales / Customer Engagement .




Proven experience as a CRM Product Owner, CRM Platform Lead, or equivalent leadership role in complex enterprise environments.
Demonstrated experience owning CRM platforms through the complete lifecycle, from implementation and go-live to continuous improvement.
Experience working in consulting, Big 4, System Integrator, Microsoft Partner , or large-scale enterprise transformation environments is preferred.
Strong experience managing external vendors and system integrators.

Technical Expertise
Mandatory — Power BI
Advanced Power BI expertise with hands-on dashboard development.
Advanced DAX knowledge.
Solid expertise in data modelling and star-schema architecture .
Experience with performance tuning and optimization .
Strong capability in executive dashboard design and data storytelling .
Experience building enterprise reporting solutions and semantic models.
Dynamics 365 & Microsoft Power Platform
Deep knowledge of Dynamics 365 Sales / Customer Engagement .
Strong understanding of D365 configuration and platform administration.
Hands-on knowledge of:
Power Apps
Power Automate
Microsoft Power Platform
Strong understanding of data integration and reporting architectures.
Experience integrating CRM with Finance and operational systems .

Leadership & Functional Skills
Strong product mindset with ownership and accountability for business outcomes.
Ability to balance strategic product leadership with hands-on execution .
Excellent stakeholder engagement, communication, and influencing skills.
Proven ability to lead cross-functional delivery in matrix organisations .
Strong problem-solving and analytical capabilities.
Ability to translate business needs into scalable technology and analytics solutions.
Strong vendor management and delivery governance skills.

📌 Senior Manager – CRM Product & Platform Owner (Mumbai)
🏢 Ad Astra Consultants
📍 Mumbai