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Senior CRM Lead Engineer

D.A. Davidson CompaniesWestern States or Midwest
On-site Full-time $95K/yr - $110K/yr

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Experience Level

Senior

Qualifications

Key Qualifications:• Commitment to upholding client confidentiality and data security• Excellent communication skills with a focus on professionalism and clarity in exchanging ideas and information• Minimum of 7 years of experience in CRM deployment and engineering• Strong ability to proactively collaborate with IT and clients, maintaining professional relationships to achieve work objectives• Consistent and reliable attendance• Highly preferred experience with Microsoft Azure Cloud solutions, including a solid understanding of Microsoft Dataverse, Power Apps (Model-driven Apps, Canvas Apps, Power Pages), Power BI, Power Automate, and Data Factory• Extensive knowledge and experience in the Financial Services industry• Proven experience in designing and deploying MS CRM Sales Dynamics

About the job

About D. A. Davidson Companies

D. A. Davidson Companies is an independent, employee-owned firm with a 90-year history. The company values integrity, ethics, and exceptional service for both clients and colleagues. Collaboration and open communication are central to the culture, supporting growth at both the organizational and individual levels. Community involvement and giving back are core values. For more on company culture, see the latest annual report.

Role Overview: Senior CRM Lead Engineer

This Senior CRM Lead Engineer position centers on Microsoft Dynamics 365 and the Power Platform. The role involves designing and developing Microsoft-based business solutions in cloud environments. Key responsibilities include supporting the deployment of MS CRM Dynamics for two business units: Davidson Investment Advisors (DIA) and Davidson Fixed Income Capital Markets.

Main Responsibilities

  • Design and develop solutions using Microsoft Dynamics 365 and Power Platform.
  • Troubleshoot, enhance, and optimize existing Dynamics deployments.
  • Work within an Agile team structure.
  • Collaborate with product management to align engineering work with a multi-year roadmap.
  • Partner with software development teams, database architects, business analysts, and end users to deliver business value.
  • Report directly to the Vice President, Systems & Applications Manager, who leads MS CRM engineering.

Location

This position is open to candidates based in the Western States or Midwest.

About D.A. Davidson Companies

D. A. Davidson Companies is an esteemed independent and employee-owned financial services firm with a proud tradition spanning 90 years. Our company is dedicated to ethical business practices, exceptional client service, and community enrichment, creating a positive impact in the lives we touch.

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