D365 CRM Lead; Techno​/Functional

Overview

D365 CRM Lead (Techno / Functional) – Downtown Dallas, TX 75201. First 90 days onsite 5 days per week; after the initial period, a hybrid work option may be considered. Position Type: 3-6M C2H or Direct-Hire (based on candidate preference). Hourly / Salary: up to $175K + 10% bonus structure.

Job Summary

Vaco Technology is seeking a D365 CRM Lead for a 3-6M C2H or Direct-Hire opportunity located in Downtown Dallas, TX. The D365 CRM Lead will develop technical specifications for implementation, configuration, customizations, and enhancements within D365 CRM. The role includes CRM solution planning, analysis, design, build, and testing. The Lead will act as the product expert, providing support in CRM issue escalation and resolution, with technical oversight for large-scale project deliverables.

The Lead should have a deep understanding of D365 CRM, including creation/modification of D365 objects, data import, user roles, reports, and dashboards. The Lead will contribute to development, maintenance, and enhancement of systems, assist in new feature development, and troubleshoot defects.

• Strategy / Planning – Cultivate long-term CRM goals with Architects, Data Users, Managers, Clients, and Stakeholders; develop CRM architecture, coding standards, QA policies and procedures; plan and implement capacity/resource expansion for scalability.
• Acquisition / Deployment – Research and recommend CRM products, services, protocols, and standards; support procurement and development; evaluate and select CRM components (hardware, subscription products, tools).
• Operational Management – Customize/enhance CRM platform; maintain system integrations; standardize CRM processes/best practices; collaborate with end users to define/deliver reports; identify/address inefficiencies, data quality issues; ensure data consistency/integrity; resolve CRM access/performance issues; install/configure CRM components; execute configuration/performance tuning; monitor integrations/execution times; implement efficiency improvements; manage change control/testing; develop business reports/dashboards; translate business requirements into technical specs.
• Support Operations – Troubleshoot/resolved Tier 2/3 CRM issues; escalate Tier 3 issues; identify deficiencies and recommend improvements; deliver strategic projects; perform unit/integration testing; provide analytics on CRM engagement/usage.
• Project Management – Plan/manage CRM project schedules, resources, budgets; manage stakeholder expectations; lead technical projects, upgrades, and business-functional projects.

About the Project

The D365 CRM Lead will join an established commercial real estate firm and take ownership of a highly customized MS D365 CRM platform used across US markets. The Lead must be a strong Techno / Functional leader focusing on platform stability, adoption, training, and light enhancements rather than new development. This is a high-impact role with direct engagement with business and technology leadership.

• D365 CRM Environment
  :
  The CRM is heavily customized with non-standard code and entities. Out-of-the-box D365 knowledge alone is insufficient. The CRM is used more as a contact Rolodex than a full sales funnel; sales pipeline features are minimal. Integrations with external systems (Zoom Info, Linked In) and internal systems (commission tracking, etc.) exist but are not mission-critical for this role.
• D365 CRM Platform Adoption
  :
  Usage is optional for brokers; no top-down enforcement. The Lead must have strong communication, negotiation, and user-engagement skills to drive adoption among a non-technical, sales-focused population.
• Team / Technical Leadership
  :
  Lead guides a blended team (1 onshore / 3 offshore), owning offshore task prioritization, solution design approvals, assignments, and delivery oversight. This role does not include traditional people management (reviews/succession); may replace underperforming offshore members if necessary.
• Hands-on Development
  :
  Hands-on development is not the primary focus, but the Lead must stay technically involved to triage issues, contribute to architectural direction, and avoid over-reliance on…