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Experience Level
Senior
Qualifications
Key Qualifications:• Commitment to upholding client confidentiality and data security• Excellent communication skills with a focus on professionalism and clarity in exchanging ideas and information• Minimum of 7 years of experience in CRM deployment and engineering• Strong ability to proactively collaborate with IT and clients, maintaining professional relationships to achieve work objectives• Consistent and reliable attendance• Highly preferred experience with Microsoft Azure Cloud solutions, including a solid understanding of Microsoft Dataverse, Power Apps (Model-driven Apps, Canvas Apps, Power Pages), Power BI, Power Automate, and Data Factory• Extensive knowledge and experience in the Financial Services industry• Proven experience in designing and deploying MS CRM Sales Dynamics
About the job
D.A. Davidson Companies, a distinguished independent and employee-owned firm with a legacy of 90 years, is committed to upholding the highest standards of integrity and ethics while delivering exceptional service to our clients and each other. We foster a collaborative and supportive culture that promotes open communication and productive engagement, enhancing both our organization and individual growth. Our dedication to improving clients’ financial well-being is matched by our commitment to strengthening local communities, as giving back is one of our core values. Discover more about our impactful culture in our latest annual report.
Position Overview: We are actively seeking an accomplished Microsoft Dynamics 365 (CRM) Senior Software Engineer to join our dynamic and expanding team. This role will focus primarily on designing and developing innovative Microsoft-based business solutions within cloud environments utilizing Dynamics 365 and Power Platform. The CRM Lead Engineer will play a vital role within an Agile team, specifically concentrating on the MS CRM Dynamics deployment for two key business units: Davidson Investment Advisors (DIA) and Davidson Fixed Income Capital Markets. Responsibilities will encompass troubleshooting, enhancing, and optimizing existing deployments, collaborating with product management to align work with a multi-year roadmap. Reporting directly to the Vice President, Systems & Applications Manager, who oversees all MS CRM engineering efforts, this individual will collaborate closely with a dedicated product team, as well as software development teams, database architects, business analysts, and end users.
About D.A. Davidson Companies
D.A. Davidson Companies is an esteemed independent and employee-owned financial services firm with a proud tradition spanning 90 years. Our company is dedicated to ethical business practices, exceptional client service, and community enrichment, creating a positive impact in the lives we touch.
Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.
Unlock Your Potential
Generate Job-Optimized Resume
One Click And Our AI Optimizes Your Resume to Match The Job Description.
Is Your Resume Optimized For This Role?
Find Out If You're Highlighting The Right Skills And Fix What's Missing
Experience Level
Senior
Qualifications
Key Qualifications:• Commitment to upholding client confidentiality and data security• Excellent communication skills with a focus on professionalism and clarity in exchanging ideas and information• Minimum of 7 years of experience in CRM deployment and engineering• Strong ability to proactively collaborate with IT and clients, maintaining professional relationships to achieve work objectives• Consistent and reliable attendance• Highly preferred experience with Microsoft Azure Cloud solutions, including a solid understanding of Microsoft Dataverse, Power Apps (Model-driven Apps, Canvas Apps, Power Pages), Power BI, Power Automate, and Data Factory• Extensive knowledge and experience in the Financial Services industry• Proven experience in designing and deploying MS CRM Sales Dynamics
About the job
D.A. Davidson Companies, a distinguished independent and employee-owned firm with a legacy of 90 years, is committed to upholding the highest standards of integrity and ethics while delivering exceptional service to our clients and each other. We foster a collaborative and supportive culture that promotes open communication and productive engagement, enhancing both our organization and individual growth. Our dedication to improving clients’ financial well-being is matched by our commitment to strengthening local communities, as giving back is one of our core values. Discover more about our impactful culture in our latest annual report.
Position Overview: We are actively seeking an accomplished Microsoft Dynamics 365 (CRM) Senior Software Engineer to join our dynamic and expanding team. This role will focus primarily on designing and developing innovative Microsoft-based business solutions within cloud environments utilizing Dynamics 365 and Power Platform. The CRM Lead Engineer will play a vital role within an Agile team, specifically concentrating on the MS CRM Dynamics deployment for two key business units: Davidson Investment Advisors (DIA) and Davidson Fixed Income Capital Markets. Responsibilities will encompass troubleshooting, enhancing, and optimizing existing deployments, collaborating with product management to align work with a multi-year roadmap. Reporting directly to the Vice President, Systems & Applications Manager, who oversees all MS CRM engineering efforts, this individual will collaborate closely with a dedicated product team, as well as software development teams, database architects, business analysts, and end users.
About D.A. Davidson Companies
D.A. Davidson Companies is an esteemed independent and employee-owned financial services firm with a proud tradition spanning 90 years. Our company is dedicated to ethical business practices, exceptional client service, and community enrichment, creating a positive impact in the lives we touch.