**ABOUT US** HUB is the 5th largest global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in more than 650 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. **D365 Technical CRM Product Manager - RPW** Seeking a Dynamics 365 Technical CRM Product Manager – RPW to partner with our Retirement & Private Wealth (RPW) group business and technology teams through its next growth phase. This Technical CRM Product Manager will be charged with overseeing, managing and developing capabilities for RPW team regarding our CRM, Microsoft Dynamics 365 in collaboration with our functional team, support team and developers. The D365 TCPM – RPW will also be the day-to-day technical resource and subject matter expert on assigned projects and workstreams. He/she will equip both the end user and the team with the knowledge to drive Dynamics 365 in the most effective and architecturally sound way. The Dynamics 365 Technical Product Manager - RPW, Sales Enablement will thrive in our fast-paced environment and be an expert collaborator. He/she will manage the technical CRM individuals, and along with that team, will provide daily operational support, maintenance, and on-going management of HUB’s Microsoft Dynamics 365 platform. The D365 Technical CRM Product Manager – RPW thrives working in an entrepreneurial environment—bringing forth and implementing new ideas and solutions. Technology and sales tools are of upmost importance to HUB’s continued growth. A key aspect for this role will be to provide support and oversight for the system configuration, upgrade, security administration, change management and on-going monitoring of HUB’s RPW Dynamics 365 CRM platform. **Responsibilities** : + Manage the on-going support, maintenance, and enhancement of HUB’s RPW Dynamics 365 environments, DEV, UAT, INT and PROD. + Manage 365 Data Migration Analyst + Engage with HUB RPW Business Product Owner, leaders, and teammates to understand their needs and drive efficient business processes via ongoing process improvements to MDS 365 rules and workflows. + Triage requests for system enhancements and maintain enhancement schedule to support evolving business strategies. + Collaborate with RPW Product Owner to achieve integration and partnership goals with third-parties – e.g. Vendors. Support new account growth and projects related to platform. + Collaborate with RPW Product Owner to implement future system changes and design, identifying requirements, priorities and timelines. Gather technical requirements and propose solutions based on architectural and business needs. + Drive RPW Dynamics implementations through both all project phases, including discovery, definition, build, test, and deploy and agile deployments as well. + Manage change control (i.e. receiving business requirement, report requirement, change or enhancement requests from Users) with Business Product Owner. + Serve as functional and technical subject matter expert to participate in development, implementation, maintenance, monitoring and support of RPW Dynamics 365 / CRM environment. + Perform changes to Workflows using Power Automate, database fields, screens using out-of-the-box tool sets for entity configuration, workflows and templates + Understanding of Microsoft D365 data including Advanced Find, Dashboards, Report Wizard, as well as Power BI + Collaborate with RPW Products Owner to document training, policy and procedures, and user manuals for D365 system + Partner with RPW Product Owner to create test scripts and facilitate proper user testing of changes to the system before roll out into production + Development/management of specific user security roles and privileges, along with underlying profile structure + In collaboration with RPW Product Owner, support maintenance of Development lifecycle, QA, and Production environments, and move customization between environments. Roll out enhancements / upgrades with appropriate communication and collaboration with trainers for end-users training + Provide support for user’s advanced day-to-day questions, problems, and issues + Other duties as assigned **Qualifications:** + Bachelor’s Degree in an IT-related field strongly preferred. + Strong Microsoft Dynamics 365 product knowledge ideally including Sales, Power Platform, Customer Insights – Journeys & Data + 5+ years administering and/or designing Microsoft Dynamics CRM with various integration strategies + Experience with additional products in the Power Platform, such as Power Apps Portal, Power Automate, etc. + Ability to drive continued innovation in thinking, requirements, and delivered capabilities + Strong inter-team collaboration skills between various technical, business, marketing, and IT teams + Excellent presentation, communication, leadership and client development skills to effectively present information to company leadership. Ability to translate the technical into business language to facilitate communication between technical and non-technical stakeholders + Excellent organizational and multi-tasking skills, attention to quality, self-motivation and a strong desire to succeed **Travel** Travel is dependent on the needs and geographic spread of the HUB Regions. On average, 10% travel to offices within the US per year as may be asked to travel throughout the US in support of an initiative, or to attend a training or meeting. **JOIN OUR TEAM** Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB, you will be part of a community of learners and doers focused on helping our leaders maximize the potential of their employees. Department Sales Required Experience: 5-7 years of relevant experience Required Travel: Up to 25% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm . EEOAA Policy (https://hubinternational.jobs/eeo/) E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . 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