CRM Lead Engineer

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary:
We are looking for a Microsoft Dynamics 365 (CRM) Senior Software Engineer, experienced in designing and developing Microsoft-based business solutions in cloud environments using Dynamics 365 and Power Platform, to join our rapidly growing team.  D.A. Davidson has several MS CRM Dynamics deployments.  This CRM Lead Engineer will be a member of the Agile team that will principally focus on D.A. Davidson’s MS CRM Dynamics deployment for 2 business units.  As a member of this team, this position will be responsible for supporting, designing, and managing CRM deployments for Davidson Investment Advisors (DIA) and Davidson Fixed Income Capital Markets.  Responsibilities will include troubleshooting, expanding and optimizing the existing deployments, and working with product management to maintain and manage work against a multiyear roadmap.  This position will report to the Vice President, Systems & Applications Manager, who oversees engineering for all our MS CRM deployments.  This individual will work as part of a dedicated product team in conjunction with other software development teams, database architects, business analysts and end users. 

Qualifications: 
•    Commitment to maintain client confidentiality and data security
•    Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information
•    7 or more years of CRM deployment and engineering experience 
•    Ability to proactively work with IT and clients; relate with others in a professional manner to accomplish work responsibilities and objectives
•    Ability to maintain regular, predictable attendance
•    Highly desirable to have experience in Microsoft Azure Cloud solutions, including possessing a solid understanding of Microsoft Dataverse, Power Apps (Model-driven Apps, Canvas Apps, Power Pages), Power BI, Power Automate, and Data Factory 
•    Extensive domain-specific experience in the Financial Services industry
•    Experience designing and deploying MS CRM Sales Dynamics 

Job Responsibilities:
•    Lead CRM Development: Architect, design, and implement CRM solutions using Microsoft Dynamics 365, specifically tailored for Sales and client management. Focus on developing and managing plugins, workflows, cloud flows, form scripting, and leveraging Dynamics CRM SDK.
•    Technical Leadership: Provide strategic technical leadership to product management and business leadership 
•    Driving best practices in software development, with a focus on security, performance, scalability and maintenance.
•    Customization & Integration: Customize Dynamics CRM entities, develop and manage workflows, cloud flows, and plugins, and implement advanced form scripting. Research opportunities to Integrate CRM with other enterprise systems 
•    Project Management: Collaborate with Enterprise Architects, Data Operations, and Infrastructure to define project scope, timelines, and deliverables
•    Technical Governance: Closely follow SDLC guidelines and governance, participate in code reviews and enforce coding standards, conduct reviews (technical and solution) and manage production deployments/releases.
•    Documentation: Maintain comprehensive technical documentation for all CRM customizations, configurations, and integrations.
•    Holistic awareness of processes supporting data preparation and data governance considerations such as metadata, dependencies, linage, tagging, and data classification; Understanding of meta-model and metadata management requirements
•    Security and governance experience: RBAC, least privilege, secrets management, PII handling, row level security, auditing, and compliance 
•    When applicable coordinate, direct and oversee the work of third-party engineers through solution design reviews, code reviews and process reviews.
•    Identify, design, and impl