CRM Solutions Specialist

CRM Solutions Specialist (Dynamics 365)

Location: Oxford / Sofia / Budapest (Hybrid)

Centralis is an international financial services group providing fund administration, corporate services, accounting, tax and compliance solutions to clients across Europe and beyond. As we continue to grow, we're investing in technology and automation to support our evolving business and deliver exceptional service to our clients.

We're looking for a CRM Solutions Specialist (Dynamics 365) to help shape and enhance our Microsoft Dynamics 365 Sales platform. This is an exciting opportunity for someone who combines Dynamics 365 expertise, business analysis skills and solution design experience to deliver smarter ways of working, improve user experience and maximise business value from CRM.

You'll partner with stakeholders across the business, challenge existing processes, identify opportunities for improvement and deliver practical, scalable solutions from concept through to implementation.

What You'll Do

• Lead the optimisation and continuous improvement of Dynamics 365 Sales
• Gather requirements and translate business needs into effective solutions
• Facilitate workshops and collaborate with stakeholders at all levels
• Design and implement scalable processes, workflows and automations
• Improve lead management, sales pipeline visibility and data quality
• Work closely with technical teams through testing, deployment and delivery
• Champion CRM best practice, governance and user adoption
• Drive automation and innovation using Power Platform capabilities

What You'll Bring

• Strong Microsoft Dynamics 365 CE / Sales experience
• Business analysis, process improvement and stakeholder management expertise
• Experience designing CRM solutions and translating requirements into functional designs
• Knowledge of Dataverse, Power Automate and Dynamics configuration
• Understanding of JavaScript, plugins, integrations and reporting
• A proactive, solutions-focused mindset with a passion for continuous improvement

Nice to Have

• Power Platform and Power BI experience
• AI/Copilot and automation expertise
• Experience in Financial Services or another regulated environment
• Agile delivery and Azure DevOps experience

Why Join Us?

This is an opportunity to play a key role in the evolution of our CRM landscape, influencing business processes, driving digital transformation and delivering solutions that make a real impact across the organisation.

If you're passionate about solving business challenges through technology and want to help shape the future of our Dynamics 365 platform, we'd love to hear from you.