CRM Solutions Developer

About Us:

Headquartered in Chicago, Performance Trust Capital Partners, LLC is an institutional fixed income broker/dealer, specializing in highly analytical, performance driven strategies. Our core clients include community and middle-market banks, credit unions, and insurance companies. Our unique and customized approach to strategic advisory, mergers and acquisitions, and balance sheet solutions provides financial institutions the confidence to manage the full lifecycle of their institution, earn their independence, and expand strategic alternatives through enhanced financial performance and good regulatory standing.

We are actively seeking a CRM Solutions Developer for our Business Operations + Strategic Solutions team, supporting the firm’s Microsoft Dynamics CRM instance and projects on the CRM roadmap. We are pursuing a candidate to join the CRM team with experience identifying and developing solutions within the Microsoft Dynamics environment, leveraging Power Automate, Power BI, CoPilot, and other related programs as needed.

This role requires someone who is self‑motivated, detail‑oriented, and has strong communication skills with an ability to quickly grasp and understand processes to identify how they can be translated into Dynamics. A general understanding of the finance/banking industry is preferred. We are only considering remote candidates residing in the following states: AZ, CA, CT, FL, GA, HI, IN, MA, MD, MI, MN, MO, MS, NC, ND, NJ, NV, NY, OH, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI.

• Lead CRM development including solution design, configuration, custom development, testing, deployment, and production support
• Partner with CRM team members and business stakeholders to elicit, document, and refine requirements, translating them into technical designs
• Design and implement custom entities, fields, forms, views, dashboards, business rules, and security models aligned to business requirements
• Develop and maintain plugins, custom workflows, and extensions using .NET and the Dynamics SDK
• Maintain and enhance existing customizations, refactoring legacy work where appropriate
• Build, support, and maintain integrations between Dynamics and third‑party systems
• Implement integrations using REST APIs, webhooks, and Azure where appropriate
• Partner with IT teams to ensure integrations are scalable, secure, and maintainable
• Use Power Automate flows to support workflow automation, integrations, and data processing
• Build and maintain Power Apps (model‑driven and canvas) as needed to extend CRM functionality
• Collaborate on the design of Power BI datasets and reports
• Lead initiatives for bulk data cleanup, deduplication, and normalization
• Design, implement, and maintain a CRM data retention and archival strategy
• Maintain a clean system configuration by managing unused fields, views, and processes
• Maintain system health including audit logs, storage consumption, and environment capacity
• Manage development, test, and production environments, including solution versioning, deployments, and rollback strategies
• Ensure changes align with governance, security, and compliance standards

We are seeking candidates with the following qualifications:

• 5+ years of experience with Microsoft Dynamics.
• Experience and understanding of enterprise security roles.
• Experience with Power Platform (Power Apps, Power Automate).
• Familiarity with CoPilot and AI‑driven CRM enhancements.
• Excellent problem‑solving, communication, and collaboration skills with the flexibility to work with a broad array of users and internal stakeholders, maintaining professional and effective communication in a fast‑paced and ever‑changing environment.
• Detail‑oriented and self‑managed with an ability to multitask, prioritize, and adjust priorities as new items emerge – a doer who can take initiative and run with things.
• Friendly and approachable with the ability to work as a member of a team, building and maintaining trusting relationships with internal clients.
• Enthusiastic and curious to learn about the various functions of the firm and how they connect, with the…