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Cherry Bekaert CRM Solutions & Delivery Manager in Helena, Montana


We are looking for an experienced Team Leader and Solution Architect to support the growth of Cherry Bekaert’s CRM platform and connected Marketing technologies.  The ideal person for this role will have a strong grasp of Microsoft Dynamics 365 or similar large scale enterprise Marketing platform. Your ability to analyze and support marketing technology applications and platforms will contribute to the solution delivery and operational excellence of our Enterprise System Services team.

This position requires knowledge and skills in information technology, system configuration, systems integration, business processes, analysis, problem solving, and communication. You will perform process analysis to identify opportunities to make significant improvements.

As a CRM Solutions & Delivery Manager you will:

Duties & Responsibilities:

Solution Delivery – Ensure all components of the technical architecture are properly integrated, implemented, and delivered. Responsible for the overall technical integrity of Dynamics 365 and integrations with other Marketing and Corporate Technology. Responsible for planning/estimating, resourcing, and coordinating solution delivery across the team comprised of internal staff and vendor resources where necessary.

Leadership - Provide technical expertise, direction, and leadership and oversee day-to-day technical team activities, working closely with CRM Admins, Business Owners, and Project Managers to provide information around scheduling, risks, issues, and changes

Client Support – Facilitate business requirements gathering sessions. Translate business requirements into an appropriate Dynamics solution (entities, workflows, forms, reports, dashboards) and create appropriate documentation and process flows. Provide user support and individualized training as requested. Utilize Jira for requests and maintain the Jira application.

Innovation –and oversee the implementation of these technologies into the existing landscape. Evaluate new technologies and identify opportunities for greater efficiency and effectiveness in Dynamics. Maintain deep technical knowledge and understanding of the latest developments in the CRM technology space

Collaboration – Collaborate with the broader architecture community to ensure that solutions align with target architectures and technology roadmaps. Build and maintain strong working relationships with associates at all levels and across organizational groups. Participate in Dynamics communities and user groups to enhance skills.

Communication – Executive level presence in presenting to every level of the firm. Create and present proposed solutions and process flows in clear and concise manner. Be able to explain technical solutions in layman’s’ terms and bridge the gap between, technical and non-technical audiences. Maintain solution design and operations documentation and ensure processes related to application management excellence are established and followed.

What you bring to the role:

  • Skills

  • 5+ years of Dynamics 365 or equivalent large scale Marketing platform experience implementing and managing CRM solutions.

  • 2+ years of experience leading technology teams, with technical knowledge in modern cloud-based application development platforms, processes, and tools.

  • Knowledge of integrated Marketing technology platforms such as Power Automate, Introhive and Analytics

  • Experience working with KingswaySoft or similar data integration tools

  • Experience with CRM application development and release processes and application systems administration (configure, test, deploy, operations)

  • Able to effectively facilitate meetings as well as engage within the project team structure.

  • History of balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while meeting deadlines.

  • Experience in teaching and/or mentoring technology professionals

  • Great interpersonal skills and collaborative mindset

  • Experience translating technical information in to easy-to-understand business concepts.

  • Ability to communicate and present effectively with all levels of the organization.

  • Education & Certifications

  • Microsoft Certified Power Apps + Dynamics 365 Developer

  • Microsoft Certified Dynamics 365 Sales Functional Consultant

  • Bachelors Degree required

What you can expect from us:

  • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect

  • The opportunity to innovate and do work that motivates and engages you

  • A collaborative environment focused on your career growth and continuous professional development

  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

  • Flexibility to do impactful work and the time to enjoy your life outside of work

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit .

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $86,800 to $179,950. In addition, we offer a comprehensive, high-quality benefits program ( which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn ( , Glassdoor (,25.htm) , Instagram ( , Twitter ( and Facebook ( .

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