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Azure / Dynamics CRM Specialist

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Learn more about working on our IS team.

Are you professional, smart, analytical, and charismatic? Do you enjoy development of strategic system solutions, reporting and complex problem solving just as much as talking to people and building great relationships? Are you uniquely committed and driven to make a difference?

The Siegfried Group, LLP is currently looking for an Azure / Dynamics CRM Specialist as part of the Information Systems team in our national headquarters based in Wilmington, DE. This position will work with multiple business operations teams to plan, design, develop and implement various strategic business ERP and reporting systems to solve complex business issues. They will also develop and maintain strong relationships with multiple teams across the organization. They will be the key Information Systems communication channel to these departments and partner with them to help them achieve their strategic departmental objectives. The ideal candidate will be self-motivated, have an outgoing personality, consistently demonstrate mental agility, very strong interpersonal skills and a positive attitude with a tenacious desire to learn. They should also have a determined work ethic and be confident to tackle new challenges.

Additionally, this individual will:

· Develop and maintain data and functionality with Dynamics CRM including development of forms, views, workflows, and reports.

· Identify and promote features in the Dynamics platform that can be used to improve automation, artificial intelligence, and efficiency in the business development process.

· Design, develop, automate, and implement efficient and secure Azure solutions for crucial business processes and business intelligence initiatives

· Provide data integrity analysis and implement Azure Data Lakes within Azure SQL to create functionality between Enterprise Systems of Workday, Salesforce, and Dynamics CRM to increase data integrity across all systems and processes.

· Develop and maintain Power Automation between systems to connect Azure AD and systems to reduce manual processes with Automation

· Develop and maintain Power BI Reporting with connections to Azure SQL. Enhance reporting and data visualization while leading innovation as new features become available

· Serve as a business liaison to the various departments; solicit requirements, cooperatively develop solutions, and present technology options that would benefit their day-to-day operations.

o Have an understanding of systems engineering and data concepts. Improve systems by studying current practices, play point on capturing requirements and designing modifications, perform cost/benefit analysis, and develop a Business Case for implementation.

o Construct workflow charts and diagrams; studying system capabilities; writing specifications

· Innovate solutions to enhance the monthly management reporting and analysis process for use by Firm Leadership and Executive Team

· Work collaboratively with various teams to report and integrate from/to other systems and data sources

· Provide 5 Star Client Service, as defined by Siegfried, to our internal “clients” to help them achieve their objectives (Operations Team, Market Leadership Team and Professional Resources)

· Execute projects and initiatives in collaboration with the Siegfried IS Project Management Office

· Support the other internal operations departments with ad-hoc systems related projects

· Effectively communicate with all levels of management

· Develop Azure product knowledge through different Azure and Dynamics offered training sessions.

· Opportunity to develop agile development methodology skills while working as part of a collaborative scrum team in partnership with our IS team and business unit partners.

Professional Attributes:

· Proactive self-starter with professional maturity and confidence, ability to develop strong relationships within the organization

· Hungry for the next challenge and the next opportunity to learn

· Mental agility to fully understand both the complex business issues and how the solutions being developed will impact those issues

· Ability to learn quickly though training and hands-on experience, make an immediate impact, and provide value-added service to our internal clients.

· A strong sense of ownership, accountability, and follow-through

· Team player, adaptable, flexible, and able to handle multiple simultaneous projects

· Strong organizational, documentation and time management skills

· Excellent presentation, verbal and written communication skills required

· Possess analytical ability and “Big Picture Thinking”

Qualifications/ Requirements:

· Four-year MIS, IT or comparable degree

· Prior reporting / data visualization development Required. Microsoft Power BI knowledge preferred but not required

· 2-5 years experience developing one of the following:

o Azure data lakes and integrations

o Power Automate for automation of tasks and processes

o Technical knowledge and development of Microsoft Dynamics solutions

· Ability and desire to learn the technical skillsets not already possessed

· About Siegfried We work alongside financial executives across the nation, on their most important accounting and finance projects. Filled with an innovative spirit and led by an ambitious entrepreneur, we provide unique Leadership Advisory combined with high potential talent. At the heart of our Firm is our approach to individual leadership and the continual pursuit of helping people grow both personally and professionally. We value being fair, having fun and sharing stakeholder value! Visit www.siegfriedgroup.com to learn more.

We help People transform themselves into better Leaders to exponentially improve their Lives

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