CRM Technical Specialist
Metagenics believes in helping people live happier, healthier lives by realizing their genetic potential. It’s why, when we defined Metagenics’ Mission, Values, and Vision, we started with our company’s own DNA. United by purpose and core values (Integrity, Authenticity, Respect, Diversity & Inclusion and Healthy & Happiness) the Metagenics’ team is dedicated to providing effective nutritional products and solutions, for healthcare professionals.
People Culture First
We believe the way we do business is as important as the business we do; that a company in the nourishment business should nourish its people, too. So, we incorporated healthy, sustainable care into every dimension of our culture. Our diverse and expansive team are a prime example of the power of a people-first approach. We know first-hand, when an organization prioritizes internal growth and fosters empathy, its people come together to set an example of what the world can become.
The Role
We are seeking an experienced Techno-Functional Consultant to join our team in a business-critical role. You will be instrumental in driving our CRM strategy, with end-to-end ownership of our Dynamics 365 CE environment and marketing technology stack. The ideal candidate combines deep technical expertise with exceptional communication skills, acting as a trusted advisor to stakeholders across the organization. This is a high-impact position requiring someone who can translate complex technical concepts into clear business outcomes while serving as the Subject Matter Expert for our core platforms. This role will have the opportunity to shape CRM strategy in a pivotal, high-visibility position, work in a collaborative environment with cross‑functional exposure and receive support for professional development and certifications.
Key Responsibilities
CRM Solution Design & Development
• Design, configure, and customize D365 CE modules (Sales, Customer Service, Marketing) to align with organizational objectives and evolving business needs
• Develop and implement Power Automate flows, plugins, and custom integrations between D365 CE and other enterprise systems
• Provide technical leadership for solution architecture, ensuring scalability, security, and adherence to best practices
• Serve as the Subject Matter Expert for marketing automation platforms, specifically Dotdigital and similar tools
• Design and optimize customer journey workflows, campaign automation, and data synchronization between CRM and marketing platforms
• Collaborate with marketing teams to maximize platform capabilities and drive engagement strategies
Stakeholder Engagement & Support
• Act as the primary point of contact for CRM‑related inquiries, translating business requirements into technical solutions
• Conduct system testing, user training sessions, and comprehensive post‑implementation support
• Prepare clear documentation, present solution recommendations to leadership, and facilitate cross‑functional workshops
• Troubleshoot and resolve system issues promptly to ensure optimal performance and minimal downtime
Basic Requirements
Experience / Training / Education
• 5+ years of hands‑on experience with Dynamics 365 CE implementation, customization, and support
• Strong working knowledge of Dataverse, Power Apps, Power Automate, Dynamics SDK, and REST APIs
• Experience integrating CRM systems with third‑party applications and data sources
• Demonstrated experience with marketing automation platforms such as dotdigital, HubSpot, or similar tools
• Understanding of email marketing, campaign management, and customer data platform concepts
• Background in Agile/Scrum delivery methodologies
Preferred Qualifications
• Microsoft certifications in Dynamics 365 or Power Platform
• Experience with Azure services and cloud architecture
Compensation
The current range for this remote role based in the United States (not limited to Aliso Viejo, CA or Jersey City, NJ) is $108,321/yr. to $146,993/yr.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
This role may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Health And Wellness
• Annual employer HSA (Health Savings Account) funding for eligible employees who elect an HSA medical plan
• STD, LTD, Basic Life AD&DD coverage
• 401k + employer matching
• Vacation and Sick Time
• 2 Volunteer Days off per year
• Emergency evacuation time off
• 11 paid company holidays
• 1 Floating holiday to celebrate your birthday or important religious/holiday to you
• Quarterly product allowance to use towards your favorite Metagenics products!
Metagenics, and its companies are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment. Metagenics takes affirmative action in support of this policy to employ and advance in employment individuals who are minorities, women, disabled, and veterans.
Click here for Metagenics’ California Data Privacy Act Disclosure
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People Culture First
We believe the way we do business is as important as the business we do; that a company in the nourishment business should nourish its people, too. So, we incorporated healthy, sustainable care into every dimension of our culture. Our diverse and expansive team are a prime example of the power of a people-first approach. We know first-hand, when an organization prioritizes internal growth and fosters empathy, its people come together to set an example of what the world can become.
The Role
We are seeking an experienced Techno-Functional Consultant to join our team in a business-critical role. You will be instrumental in driving our CRM strategy, with end-to-end ownership of our Dynamics 365 CE environment and marketing technology stack. The ideal candidate combines deep technical expertise with exceptional communication skills, acting as a trusted advisor to stakeholders across the organization. This is a high-impact position requiring someone who can translate complex technical concepts into clear business outcomes while serving as the Subject Matter Expert for our core platforms. This role will have the opportunity to shape CRM strategy in a pivotal, high-visibility position, work in a collaborative environment with cross‑functional exposure and receive support for professional development and certifications.
Key Responsibilities
CRM Solution Design & Development
• Design, configure, and customize D365 CE modules (Sales, Customer Service, Marketing) to align with organizational objectives and evolving business needs
• Develop and implement Power Automate flows, plugins, and custom integrations between D365 CE and other enterprise systems
• Provide technical leadership for solution architecture, ensuring scalability, security, and adherence to best practices
• Serve as the Subject Matter Expert for marketing automation platforms, specifically Dotdigital and similar tools
• Design and optimize customer journey workflows, campaign automation, and data synchronization between CRM and marketing platforms
• Collaborate with marketing teams to maximize platform capabilities and drive engagement strategies
Stakeholder Engagement & Support
• Act as the primary point of contact for CRM‑related inquiries, translating business requirements into technical solutions
• Conduct system testing, user training sessions, and comprehensive post‑implementation support
• Prepare clear documentation, present solution recommendations to leadership, and facilitate cross‑functional workshops
• Troubleshoot and resolve system issues promptly to ensure optimal performance and minimal downtime
Basic Requirements
Experience / Training / Education
• 5+ years of hands‑on experience with Dynamics 365 CE implementation, customization, and support
• Strong working knowledge of Dataverse, Power Apps, Power Automate, Dynamics SDK, and REST APIs
• Experience integrating CRM systems with third‑party applications and data sources
• Demonstrated experience with marketing automation platforms such as dotdigital, HubSpot, or similar tools
• Understanding of email marketing, campaign management, and customer data platform concepts
• Background in Agile/Scrum delivery methodologies
Preferred Qualifications
• Microsoft certifications in Dynamics 365 or Power Platform
• Experience with Azure services and cloud architecture
Compensation
The current range for this remote role based in the United States (not limited to Aliso Viejo, CA or Jersey City, NJ) is $108,321/yr. to $146,993/yr.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
This role may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Health And Wellness
• Annual employer HSA (Health Savings Account) funding for eligible employees who elect an HSA medical plan
• STD, LTD, Basic Life AD&DD coverage
• 401k + employer matching
• Vacation and Sick Time
• 2 Volunteer Days off per year
• Emergency evacuation time off
• 11 paid company holidays
• 1 Floating holiday to celebrate your birthday or important religious/holiday to you
• Quarterly product allowance to use towards your favorite Metagenics products!
Metagenics, and its companies are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment. Metagenics takes affirmative action in support of this policy to employ and advance in employment individuals who are minorities, women, disabled, and veterans.
Click here for Metagenics’ California Data Privacy Act Disclosure
Apply tot his job
Apply To this Job