WHO are we looking for?

CAPTRUST is seeking a motivated and experienced Product Manager with deep expertise in Microsoft Dynamics 365 to lead the development, optimization, and expansion of our CRM platform. The ideal candidate will have a strong ability to engage with cross-functional teams, understand business needs, negotiate scope, and deliver high-impact solutions. This role presents an exciting opportunity to shape our Dynamics 365 ecosystem and contribute to long-term business success.

• Define and communicate the product vision and strategy for our Dynamics CRM platform, aligning it with the broader business objectives
• Collaborate closely with cross-functional teams, including IT, sales, marketing, and operations, to understand their needs and challenges and facilitate alignment on product priorities
• Quickly learn and adapt to the company’s culture and processes. Act as a consultant to internal teams, bridging gaps between business needs and technical solutions within Dynamics 365
• Conduct in-depth discussions with internal stakeholders to gather detailed requirements, ensuring that the CRM system effectively supports their operational processes
• Create and maintain a comprehensive product roadmap for the Dynamics CRM platform, prioritizing features and enhancements based on stakeholder input and business value
• Employ a data-driven approach to prioritize feature development, balancing the demands of different job functions and operational processes
• Effectively communicate product features, updates, and changes to internal stakeholders, ensuring a shared understanding of the platform's capabilities
• Collaborate with UX designers to ensure that the CRM platform offers an intuitive and user-friendly interface for all stakeholders
• Plan and coordinate product releases, including managing feature launches, updates, and continuous improvements
• Utilize metrics and analytics to monitor the performance of the CRM system, identifying areas for enhancement and optimization
• Continuously iterate on the CRM platform, considering user feedback, market trends, and operational needs to drive ongoing improvement and address challenges and obstacles that may arise during the product development process, finding creative solutions to meet stakeholder requirements

Minimum Qualifications:

• Bachelor’s degree in computer science, business, data analytics, or a related field or equivalent years of experience
• Proven experience as a Product Manager, preferably with a specific focus on Microsoft Dynamics 365 

Desired Qualifications/Skills:

• Strong expertise in CRM strategy, requirements gathering, and scope negotiation
• Strong collaboration and facilitation skills, with the ability to work effectively across multiple job functions.
• Exceptional communication skills to ensure alignment on product priorities and to convey product changes to stakeholders
• Experience with requirements gathering and a data-driven approach to feature prioritization
• Familiarity with agile development methodologies
• A track record of successfully managing and improving a product throughout its lifecycle
  

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.  #mid-senior