Job Description

About the Role

n

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 .

n

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.

n

The successful candidate will act as the single accountable owner for CRM , partnering closely with Commercial, Finance, IT, Data teams, and external vendors.

n

Key Responsibilities

n

1. CRM Product Ownership & Platform Leadership

n

n
- Own the end-to-end D365 CRM platform , including configuration, governance, administration, and ongoing enhancements.
n
- Lead go-live readiness, UAT, cutover, and post-go-live stabilization/hypercare .
n
- Manage platform administration, including:
n
- Security roles
n
- Environments
n
- Releases
n
- Access and governance
n
- Translate business requirements into a prioritized product backlog and actionable user stories .
n
- Ensure platform stability, scalability, security, and performance.
n

n

2. Product Roadmap & Delivery

n

n
- Define and execute the CRM product roadmap aligned with commercial and business priorities.
n
- Own backlog management, including:
n
- Prioritization
n
- Sprint planning
n
- Release planning and delivery
n
- Drive vendor and system integrator performance across build and run phases .
n
- Establish and enforce data governance and data quality standards .
n
- Monitor delivery against agreed timelines, quality standards, and business outcomes.
n

n

3. Power BI & Analytics Leadership — Hands-on

n

n
- Design and develop enterprise-grade Power BI dashboards , including:
n
- Commercial performance dashboards
n
- Customer 360 insights
n
- Executive and CFO-level reporting
n
- Build robust data models and semantic layers integrating D365,



Finance, and operational systems.
n
- Develop advanced DAX measures and calculations .
n
- Apply star-schema data modelling and best practices.
n
- Ensure:
n
- Data accuracy
n
- Refresh reliability
n
- Dashboard performance
n
- Query optimization
n
- Establish a single source of truth for commercial reporting and data-driven decision-making.
n
- Translate complex data into clear, actionable insights for senior leadership.
n

n

4. Adoption, Change & Governance

n

n
- Drive CRM adoption through:
n
- Targeted training
n
- User enablement
n
- CRM champion networks
n
- Track and improve key CRM adoption and data-quality KPIs, including:
n
- Active users
n
- Pipeline completeness
n
- Data quality metrics
n
- Enforce consistent CRM processes and master data standards across regions .
n
- Identify adoption gaps and implement continuous improvement initiatives.
n

n

5. Stakeholder Management

n

n
- Partner closely with senior stakeholders across:
n
- Commercial / Sales Leadership
n
- Finance
n
- IT
n
- Data & Analytics Teams
n
- Ensure alignment between CRM data, financial reporting, and commercial performance.
n
- Operate effectively within a matrix organisation , influencing stakeholders without direct authority.
n
- Act as the trusted advisor and subject-matter expert for CRM and commercial analytics.
n
- Communicate complex technical and analytical concepts effectively to business and executive stakeholders.
n

n

Experience

n

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




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

n

Technical Expertise

n

Mandatory — Power BI

n

n
- Advanced Power BI expertise with hands-on dashboard development.
n
- Advanced DAX knowledge.
n
- Strong expertise in data modelling and star-schema architecture .
n
- Experience with performance tuning and optimization .
n
- Strong capability in executive dashboard design and data storytelling .
n
- Experience building enterprise reporting solutions and semantic models.
n

n

Dynamics 365 & Microsoft Power Platform

n

n
- Deep knowledge of Dynamics 365 Sales / Customer Engagement .
n
- Strong understanding of D365 configuration and platform administration.
n
- Hands-on knowledge of:
n
- Power Apps
n
- Power Automate
n
- Microsoft Power Platform
n
- Strong understanding of data integration and reporting architectures.
n
- Experience integrating CRM with Finance and operational systems .
n

n

Leadership & Functional Skills

n

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

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