Collaborate with stakeholders to gather requirements and deliver enhancements within agreed timelines.
3. Power BI Reporting & Data Visualization
Develop, maintain, and optimize Power BI dashboards and data models.
Provide real-time visibility into sales performance, pipeline health, and commercial KPIs.
Translate complex datasets into intuitive visualizations and actionable insights.
Ensure timely delivery of reporting updates to support management decision-making.
4. Data Quality & Compliance Management
Validate, cleanse, and maintain CRM data to ensure accuracy and consistency.
Align CRM data standards with Commercial Office governance policies.
Implement controls to ensure compliance-by-design within workflows and reporting structures.
Monitor data completeness and resolve discrepancies proactively.
5. Data Integration & Process Automation
Support integration of MS Dynamics CRM with internal systems (e.g., reporting pipelines, forecasting tools, finance systems).
Work within IT governance guidelines to ensure secure and compliant system integrations.
Drive automation initiatives that reduce manual processes and enhance operational efficiency.
Measure and report automation impact (e.g., hours saved, processes streamlined).
6. Documentation, Testing & Release Management
Prepare functional and technical documentation for CRM configurations and Power Platform solutions.
Conduct testing (UAT support, regression testing) before deployment of enhancements.
Manage change requests and support controlled release cycles.
Provide ongoing operational support and issue resolution for CRM users.
Promote tool adoption and best practices across Commercial teams.
Experience required
4–8+ years of experience in MS Dynamics CRM administration or development.
Strong hands-on experience with Power Apps, Power Automate, and Power BI.
Experience in CRM data modelling, workflow automation, and reporting frameworks.
Proficiency in SQL, data transformation, and dashboard development.
Understanding of sales processes, commercial governance, and pipeline reporting.
Strong problem-solving and analytical skills.
Ability to manage stakeholders and deliver solutions in cross-functional environments.
Microsoft Dynamics / Power Platform certifications.
Experience working in financial services, fintech, or regulated environments.
Exposure to sales operations or commercial office functions.
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About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
