Note: Looking for a resource who worked on CRM migration project from preferably Salesforce to dynamics 365, should have managed Large CRM and complex migrations
Role Summary
Lead end-to-end delivery of a complex enterprise migration from Salesforce to Microsoft Dynamics 365 (Customer Engagement/CRM), ensuring on-time, on-budget execution with minimal business disruption. You will own planning, execution, risk management, stakeholder engagement, quality, and cutover, coordinating multi-disciplinary teams across business, technology, and vendors.
Key Responsibilities
- Own the delivery plan, milestones, and dependencies across discovery, design, build, data migration, testing, training, and cutover.
- Establish and run governance: steering committees, RAID management, change control, status reporting, and decision logs.
- Define delivery methodology (Agile, Hybrid, or SAFe) and cadence; ensure adherence to Definition of Ready/Done and quality gates.
- Baseline scope and manage change with clear impact assessments.
- Build and maintain the integrated project schedule and critical path; manage slippage proactively.
- Own budget, forecasting, burn, and variance; optimize resource planning and vendor spend.
- Serve as primary delivery contact for business sponsors, IT leadership, and external partners.
- Create and execute a communication plan tailored to exec, business, and technical audiences.
- Drive alignment on MVP vs. phased scope and manage expectations with transparent metrics.
- Lead cross-functional teams: Product Owners, Solution/Technical Architects, Data/ETL, Integration, QA, Security, Training, and Support.
- Remove blockers, cultivate accountability, and ensure clear roles and responsibilities (RACI).
- Mentor and coach delivery leads, scrum masters, and workstream owners.
- Run a proactive RAID process with clear owners, due dates, and mitigation paths.
- Manage external dependencies (e.g., upstream data sources, third-party apps, legacy decommissioning).
- Escalate early with evidence and options; drive decisions to closure.
- Define and manage cutover runbook, go/no-go criteria, contingency and rollback plans, and hypercare.
- Coordinate integration design and sequencing for APIs, events, and batch jobs.
- Govern environment strategy (DEV, TEST, UAT, PRE-PROD, PROD) and refresh cadence.
- Ensure CI/CD pipelines, automated testing, and release orchestration via Azure DevOps.
- Ensure adherence to security policies, data privacy (e.g., GDPR), and audit requirements.
- Coordinate role-based access, segregation of duties, and secure data handling.
- Partner with Change Management to deliver training, readiness, comms, and adoption plans.
- Manage SOWs, deliverables, SLAs, and performance for system integrators and tooling vendors.
- Conduct periodic reviews; resolve escalations and enforce contractual obligations.
Required Qualifications
- 15+ years in technology delivery with 5+ years managing large CRM programs or complex migrations.
- Proven end-to-end leadership of at least one Salesforce to Dynamics 365 migration (or equivalent cross-platform CRM migration).
- Strong understanding of Dynamics 365 CE apps, Power Platform, and Salesforce data/process models.
- Hands-on program delivery with Agile/Hybrid methods and Azure DevOps or Jira.
- Data migration expertise: mapping, deduplication, data quality, reconciliation, and cutover.
- Integration experience with REST APIs, middleware, and event/batch patterns (Azure Integration Services or equivalent).
- Excellent stakeholder management, executive communication, and negotiation skills.
Preferred Qualifications
- Certifications: PMP or PRINCE2; ScrumMaster or SAFe; ITIL; Microsoft Certified (Dynamics 365 Functional Consultant, Power Platform); Salesforce Administrator or Consultant; Prosci (or equivalent change management).
- Experience with migration tooling (e.g., KingswaySoft, SSIS, Azure Data Factory) and test automation.
- Background in regulated industries and global rollouts.
