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 transparent, 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.
- Robust experience managing external vendors and system integrators.

Technical Expertise

Mandatory — Power BI

- Advanced Power BI expertise with hands-on dashboard development.
- Advanced DAX knowledge.
- Strong 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