Dimensional Fund Advisors · 1 day ago
Manager, CRM & Reporting Platforms
Austin, TX
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expDimensional Fund Advisors is seeking a strategic, outcome-focused Manager of CRM and Reporting Platforms to lead a cross-functional team. This role involves managing people, aligning priorities with business stakeholders, and driving the maturity of the Microsoft Dynamics 365 and enterprise reporting platforms.
Financial Services
Responsibilities
Lead, mentor, and develop a team of CRM developers, Product Managers, and Reporting Analysts through coaching, building team capability, and continuous improvement
Develop and drive the product development and service roadmap in support of the Global Client Group department
Work with stakeholders in the Global Client Group to understand current business processes and look for opportunities to leverage technology to increase automation and drive efficiencies
Ensure alignment on priorities to achieve firm and department objectives
Manage vendor relationships, software licenses, consultant contracts, and monitor associated financial commitments
Communicate across technical and non-technical audiences, ensuring clarity on priorities, trade-offs, and timelines
Oversee the design, and enhancement of CRM solutions within Microsoft Dynamics
Focus on professional development and continuous improvement by identifying skill gaps, seeking feedback, and pursuing learning opportunities
Identify and pursue opportunities to improve ROI and drive delivery through the team while providing clear progress updates to leadership
Maintain a strong orientation toward business outcomes, ensuring that every initiative drives measurable value rather than just activity
Leverage data to guide decisions, using OKRs, KPIs, and other metrics to align team efforts with business outcomes
Qualification
Required
Bachelor's degree or equivalent experience in a technical field such as Computer Engineering, Computer Science, etc
10+ years of relevant work experience driving technical product management, business analysis, engineering management and operations efforts
Experience solving business problems through the design and development of solutions in a CRM platform
Deep understanding of CRM systems with a preference for Microsoft Dynamics
Experience as a hands-on architect or developer within Microsoft Dynamics or Salesforce
Growth mindset, adaptability, and commitment to continued development of self and others
Prior experience with project management, quality assurance and operations
Strong understanding of Agile software development and the ability to lead cross-functional distributed teams to provide successful outcomes
Continuous learner and independent thinker who can work collaboratively with others
Strong communication skills, both verbal and written
Proven track record building, leading, and developing high-performing distributed teams
Prior experience managing multiple vendors, contract and associated financial commitments
Demonstrated strength in connecting technical delivery to business impact
An open-minded, curious, and resourceful approach to work
Passion for and stay current with modern technologies
Solve problems systematically and transparently
Share ideas, solicit/integrate feedback, design and solve collaboratively
Preferred
Take a software engineering approach and demonstrate automation and security mindsets
Experience with enterprise reporting tools (such as Coric or Vermilion) and underlying data structures, with the ability to support scalable, reliable reporting solutions
Familiarity with Power BI or similar business intelligence tools for interactive reporting and dashboard creation
Knowledge of Marketing Automation platforms (such as Microsoft Customer Insights-Journeys)
Experience using OKRs or similar frameworks to align teams and measure success
Master's degree or equivalent experience in a technical field such as Computer Engineering, Computer Science, etc
Benefits
Comprehensive benefits
Educational initiatives
Special celebrations of our history, culture, and growth
Company
Dimensional Fund Advisors
Dimensional Fund Advisors is a company that provides asset management services.
1001-5000 employees
H1B Sponsorship
Dimensional Fund Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (18)
2023 (35)
2022 (22)
2021 (23)
2020 (31)
Funding
Current Stage
Late StageLeadership Team
Dave Butler
Co-CEO
Bernard Grzelak
Chief Financial Officer and Vice President
Recent News
2025-12-16
2025-11-19
2025-11-18
Company data provided by crunchbase