Key Areas of Responsibility

1. CRM Ownership & Product Management

- Own and govern Microsoft Dynamics 365 Sales and Customer Engagement (CE) as the single source of truth for commercial teams.

- Gather business requirements and translate them into CRM enhancements, user stories, and feature improvements.

- Prioritize development initiatives based on business objectives and user feedback.

- Drive continuous improvement of CRM processes, workflows, and integrations across business systems.

2.

Stakeholder

Management

- Partner with Sales, Marketing, Client Success, Leadership, and Operations teams.

- Act as the primary business stakeholder for CRM-related initiatives.

- Align cross-functional teams and manage expectations throughout project lifecycles.

3. User Adoption & Process Optimization

- Increase CRM adoption and utilization across commercial teams.

- Develop training materials, user guides, and best-practice frameworks.

- Lead change management activities for system enhancements and new feature rollouts.

- Optimize lead management, opportunity management, account management, and client engagement processes.

- Ensure data quality, reporting consistency, and alignment with business operations.

4. Dashboarding, MIS & Business Insights

- Define and track commercial KPIs with leadership teams.

- Enhance pipeline reporting, sales forecasting, account intelligence, and activity tracking.

- Build executive dashboards and recurring MIS reports.

- Establish data quality controls and exception reporting.





- Convert business and leadership requirements into actionable analytics and reporting views for sales reviews, campaign tracking, forecasting, and board-level reporting.

Ideal Candidate Profile

- Experience with Microsoft Dynamics 365 Sales/CRM.

- Robust stakeholder management and business partnering skills.

- Expertise in CRM process design, sales operations, and change management.

- Knowledge of reporting, dashboards, MIS, and commercial analytics.

- Ability to bridge business requirements and technology solutions.

- Strong project management and problem-solving capabilities.

Requirements

Qualifications

- 4-7 years of experience working with Microsoft Dynamics 365 Sales and Customer Engagement (CE) environments.

- Prior experience in B2B SaaS, Financial Services, FinTech, Private Credit, Banking, or Capital Markets organizations.

- Exposure to Sales Operations, Revenue Operations, Commercial Processes, Legal Workflow Tracking, and Client Lifecycle Management.

- Demonstrated experience in driving CRM adoption programs across large and diverse user groups.

- Strong documentation, business analysis, and process-mapping capabilities.

- Excellent stakeholder management, communication, and change management skills.

- Strong analytical and problem-solving abilities, with experience in reporting and dashboarding.

- Microsoft certifications in Dynamics 365, Power Platform, or related technologies are preferred.

📌 Senior Associate-Sales & Marketing (Gurugram)
🏢 Oxane Partners
📍 Gurugram