VP Product Manager

Chicago, IL 60606

Post Date: 06/27/2017 Job ID: 9165 Category: Other

VP Product Manager (Front-Office Technology)

Department Overview

The Technology Solutions department is responsible for designing and delivering state of the art technology solutions that are designed to create efficiency, mitigate risk, and grow revenue for the Firm.  Technology Solutions focuses on technical excellence through innovative application designs, robust data integration and analytics, high availability infrastructure, and gold level service for our key stakeholders.  Critical functions within Technology Solutions include Project Management, Vendor Management, Business Analysis, Data Strategy and Stewardship, Application Development and 3rd Party Integration, Strategic Infrastructure, and Operations.  The Technology Solutions department collaborates closely with Firm leadership and business unit heads to develop plans in line with business objectives.


Position Responsibilities

The Technology Solutions Department is looking for a hands-on, skilled product/application manager for the Front Office Technology team to manage the in-house and 3rd party technology resources for execution of system enhancements, configuration changes and application support of our Dynamics CRM platform supporting both our deal pipeline and fundraising/fund investor processes.   The ideal candidate will have existing working knowledge of all aspects of Dynamics CRM including infrastructure and application architecture, configuration and customization techniques and 3rd party integrations as well as prior experience managing a small team of analysts, developers and outside vendors.  In addition, the candidate should have a blend of problem-solving skills combined with an inquisitive nature and passion for technology in order to deliver exceptional service and solutions to our business clients.  Since this is a client-facing role, which requires communication with users at all levels, exceptional verbal and written communication skills are a must.

Primary Responsibilities of the Role
  • Product manager for our Dynamics CRM platform responsible for all aspects of project delivery and support of the system across multiple business units within the firm
  • Work closely with the technology leads, business analysts and key business stakeholders across Front Office, Back Office, Portfolio Management and Data Warehouse technologies to establish an integrated product roadmap for Dynamics CRM
  • Execute projects that support business strategies related to the CRM system
  • Oversee all aspects of release planning and release management for the CRM system including scoping, allocating architecture and development resources, testing and QA, and end user communication and training, while ensuring high quality work with minimal defects
  • Engage closely with the infrastructure team to ensure high availably and performance of the production environment
  • Gather, define and report KPIs around client service, system performance and release management
  • Manage a team of 5-8 employees and contractors responsible for system administration, architecture, development and support
  • Dedicated to ensuring a “ best of class” support infrastructure for the CRM system including exceeding client expectations in the areas of delivery, performance, quality and innovation and maintaining a high level of end user satisfaction at all times
  • Strong ability to multitask and manage time and priorities under pressure and meet deadlines
  • Actively work to reduce team administrative time spent and convert to delivering solutions and supporting end users
  • Ability to analyze and understand complex business processes and technology challenges and present them in an understandable and logical format
  • Confidently facilitate meetings with all levels of the organization including senior business stakeholders and senior management
  • Understand the relationships, dependencies and impact of related business functions to your area of responsibility




Candidate Requirements

Qualifications & Experience:
  • Bachelor’ s degree and 8+ years of experience in a business facing technology role with recent, demonstrated experience defining and implementing complex technology solutions leveraging a CRM platform/tool
  • Demonstrated experience with CRM concepts regardless of technology platform
  • Demonstrated experience with CRM systems (Dynamics CRM or SalesForce) in financial services is preferred; experience in investment management is desired
  • Prior experience cultivating strong business partnerships
  • 3+ years of hands-on experience working with Microsoft Dynamics CRM as a platform, including customizations and configurations
  • Working knowledge of  the on premise infrastructure side of Microsoft Dynamics CRM:  IFD, Server Side Sync and Async Services
  • Experience with Dynamics CRM 2016 or 365 in the cloud a plus
  • Working knowledge of relational database models
  • Experience with data analytics and business intelligence tools a plus
  • Application delivery and usage on mobile platforms a plus
  • Experience managing a team including outside vendors and consultants
  • Experience with project management is desired including development of the work breakdown structure, tracking tasks, milestones, dependencies and preparing regular status reports for management
  • A solid understanding of the software development lifecycle with vendor applications
  • Ability to prioritize among competing resources
  • Ability to think big picture and constantly visualize the end user experience
  • Self-motivated, team oriented, flexible and able to multi-task
  • Proactive self-starter with a positive can-do and ‘ no job too small’ attitude
  • Detail-oriented with excellent analytical and problem solving skills
  • Exceptional interpersonal, verbal, written and presentation skills
  • Results oriented with a high level of personal accountability
  • Motivated by a fast paced, complex environment
  • Proactively stays current with technology to develop innovative solutions for the business

Critical Competencies for Success:
  • Client Focused:  Is relentless about understanding internal and external customers’ needs and meeting and exceeding their expectations; drives to have our clients win
  • Analytical Reasoning:  Defines problems and seeks solutions by examining issues and ideas through inquiry, analysis, dialogue, and evaluation; analytic
  • Personal Effectiveness:  Gets the job done; follows through on commitments and takes actions that are best for the Firm; shows grit and determination
  • Initiative:  Motivated to achieve goals beyond what is expected; proactive
  • Team Work:  Initiates and maintains collaborative working relationships; fosters goodwill and cooperation to meet shared goals; team-oriented
  • Adaptability:  Able to adapt and work effectively in changing circumstances and conditions; flexible

Critical Leadership Competencies for Success:
  • Attracts and Develops Employees:  Assess candidates for culture and job fit; supports professional development formally and informally by coaching, encouraging two-way communication and providing challenging tasks and assignments; is a talent magnet
  • Drives Accountability:  Builds a culture in which people understand performance and behavioral expectations and receive the support and direction they need to achieve individual and team goals; fosters culture of accountability               
  • Builds an Engaged Team:   Cultivates a culture of employee engagement and teamwork seeking input from the team, promoting collaboration across the Firm and recognizing employee and team successes; nurtures a “ humming” team

MS Dynamics

Kelly Hallgren

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