Ascensus ยท 5 hours ago
Manager, MS Dynamics CRM
United States
Full-time
Remote
Senior Level
$130K/yr - $140K/yr
7+ years expAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Manager, MS Dynamics CRM will lead the CRM Administration team, overseeing the administration and performance of Microsoft Dynamics CRM and Salesforce Service Cloud, while ensuring alignment with business objectives and fostering team development.
ConsultingRetirementTraining
Responsibilities
Directly manage and mentor CRM Administration team members, providing coaching, performance feedback, and professional development opportunities
Set team goals, prioritize tasks, and allocate resources to ensure timely delivery of projects and support requests for both Microsoft Dynamics CRM and Salesforce Service Cloud
Foster a collaborative, high-performing team culture aligned with organizational values
Oversee daily monitoring, troubleshooting, and performance analysis of Microsoft Dynamics CRM and Salesforce Service Cloud
Manage security, configuration, user support, and training for both platforms
Execute design tasks and collaborate with stakeholders to drive product increments and enhancements
Identify and implement product improvement opportunities to increase efficiency, productivity, and end-user adoption across both systems
Partner with Product Owners and business leaders to align CRM capabilities with organizational priorities
Provide process and documentation overviews to support company initiatives such as Disaster Recovery and audits
Ensure adherence to data security standards and protect all client data against unauthorized access or transmission
Lead Disaster Recovery testing and maintain documentation for both CRM platforms
Promote ongoing learning and technical development within the team
Stay current with CRM trends, architecture, and best practices through training and industry engagement
Support additional tasks and projects as assigned
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Qualification
Required
Bachelor's degree or equivalent work experience
Minimum 7+ years of experience with Microsoft Dynamics CRM and Salesforce Service Cloud, including administration and customization
Proven experience in team leadership or management, including mentoring and performance management
Strong understanding of CRM security configuration and workflow management
Excellent analytical, organizational, and communication skills
Ability to translate business challenges into technical solutions
Experience working with third-party applications such as Data8, ClickLearn, ClientPoint, etc
Knowledge of PC applications including SQL and MS Office products
Travel requirement up to 10% annually
Benefits
401(k) match
Medical
Dental
Vision
Paid-Time-Off
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus 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 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase