Toppan Merrill
Toppan Merrill
Toppan Merrill provides financial services technology for regulatory compliance, disclosure, and business communications. Its platforms support EDGAR and iXBRL filings, SEC form management, and SOX compliance, helping capital markets and corporate teams prepare reports and disclosures. The company also manages investor, shareholder, and health plan member communications, including materials for IPOs, mergers, acquisitions, and SPAC transactions. Toppan Merrill’s work spans regulatory and marketing communications for organizations affected by SEC requirements.

Microsoft Dynamics 365 CRM Platform Manager

Lead the Microsoft Dynamics 365 CRM vision, roadmap, and optimization at Toppan Merrill. Improve technology supporting regulatory disclosures and communications across financial, legal, healthcare, and capital markets.

Сипаттама

  • Set and maintain the Dynamics 365 CRM vision, roadmap, and backlog in line with business strategy.
  • Work with business leaders, users, IT, and other stakeholders to assess processes, needs, and platform improvement opportunities.
  • Turn business needs into epics, features, user stories, acceptance criteria, and functional requirements for delivery teams.
  • Rank features, enhancements, defects, and technical work by value, user impact, risk, dependencies, and available resources.
  • Guide developers, administrators, analysts, architects, and implementation partners as the platform’s lead functional decision-maker.
  • Drive or contribute to discovery, backlog refinement, sprint planning, demonstrations, user acceptance testing, release planning, and post-launch reviews.
  • Assess processes and system capabilities for opportunities to automate, standardize, simplify, and improve the user experience.
  • Coordinate with technical teams on configuration, integrations, workflows, data, reporting, security roles, and other Dynamics 365 capabilities.
  • Track product performance, adoption, user feedback, and business results to guide ongoing improvements.
  • Set stakeholder expectations and communicate priorities, roadmaps, releases, changes, dependencies, risks, and implementation effects.
  • Help deliver change management, documentation, communications, training, and user adoption.
  • Review Microsoft Dynamics 365 and Power Platform capabilities, roadmaps, new features, and emerging technologies.
  • Maintain compliance with platform governance, security, data integrity, documentation, change control, regulatory, and sustainability standards.
  • Handle other assigned duties.

Талаптар

  • Bachelor’s degree in business, information technology, computer science, management information systems, or a related field, or an equivalent combination of education and relevant professional experience.
  • At least five years implementing and supporting Microsoft Dynamics 365 CRM or comparable CRM solutions in a service organization.
  • Experience providing functional leadership for Microsoft Dynamics 365 in a complex business or enterprise setting.
  • Experience with Power Apps, Power Automate, and Power BI.
  • Strong knowledge of Dataverse and API integrations.
  • Experience building and managing platform roadmaps, backlogs, user stories, acceptance criteria, and business requirements.
  • Strong knowledge of business process analysis, process improvement, system configuration, data management, integrations, workflows, and reporting.
  • Ability to lead cross-functional initiatives, balance competing priorities, and influence outcomes without direct authority.
  • Excellent written and verbal communication skills.
  • Ability to interact professionally with internal and external clients or customers.

Артықшылықтар

  • Enhanced medical, dental, vision, and life insurance for employees and dependents.
  • Employer contributions to a 401(k).
  • Paid time off for vacation, illness, community involvement, bereavement, jury duty, and holidays.
  • Paid parental leave.
  • Paid days for community involvement and volunteering.
  • Wellness resources and an employee assistance program.

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