D365 Business Automation Specialist – ERP, CRM & Sales Systems – Hybrid

Overview

Job Title: D365 Business Automation Specialist – ERP, CRM & Sales Systems – Hybrid – Baltimore, Maryland

Job Overview
We are seeking an experienced D365 Business Automation Specialist to lead the planning, execution, and delivery of strategic initiatives that integrate business systems, data analytics, and sales processes. This role partners with Sales, IT, Finance, and other business units to ensure technology and process improvements are delivered successfully with strong adoption from stakeholders.

Project Management & Execution

• Lead planning, execution, and delivery of projects related to ERP, CRM, analytics, AI, and sales process optimization.
• Define project scope, objectives, deliverables, and success measures with business stakeholders.
• Develop and manage project plans, timelines, and budgets, ensuring on-time and on-budget delivery.
• Allocate resources effectively, ensuring teams have the necessary tools and support.
• Identify potential risks and develop strategies to keep initiatives on track.

Stakeholder Engagement & Adoption

• Partner with Sales leaders and Operations to ensure CRM (Dynamics CE) processes, reporting, and adoption align with business goals.
• Serve as a liaison between IT, Sales, Finance, and other functions to translate strategy into execution.
• Facilitate training and change management to drive adoption of new processes.
• Track and report project progress, highlighting wins and risks to senior leadership.

Process Improvement & Enablement

• Standardize project management practices across the Business Systems team.
• Identify and implement process improvements to increase efficiency and adoption.
• Support development and rollout of AI/analytics initiatives to improve forecasting, pipeline management, and sales accountability.

• Bachelor’s degree in Business, Information Systems, or related field; PMP or equivalent certification preferred.
• 7 years of project management experience leading large, cross-functional initiatives, preferably involving ERP/CRM systems.
• Strong knowledge of Microsoft Dynamics CE (CRM) and ERP platforms (Dynamics GP preferred).
• Experience with data analytics, BI tools (Power BI), and AI/ML adoption in a business context.
• Proven ability to manage multiple priorities and communicate effectively with senior executives and diverse teams.
• Excellent communication, collaboration, and stakeholder management skills.

Location: Hybrid – Baltimore, Maryland

Salary/Package: Competitive, DOE

Apply with your CV to be considered. You can also reach out via email or phone.

Email:  / Phone Number:

Keywords: Senior Project Manager, ERP, CRM, Microsoft Dynamics CE, Dynamics GP, Project Management, Business Systems, Power BI, AI/Analytics, Sales Systems, Process Improvement