Technical Project Manager, Business Applications

The Technical Project Manager, Business Applications is responsible for leading cross-functional operational, business application, and integration initiatives that improve efficiency, scalability, data quality, and business performance across the organization.

• Lead end-to-end project management for operational, business application, integration, reporting, automation, and Microsoft Dynamics-related initiatives.
• Develop and maintain project plans, timelines, milestones, budgets, resource plans, risk registers, issue logs, dependency trackers, and status reports.
• Manage multiple concurrent projects while ensuring alignment to business priorities, organizational objectives, and defined success criteria.
• Coordinate work across business stakeholders, application owners, internal technical teams, consultants, vendors, and leadership.
• Facilitate project meetings, document key decisions, track action items, and ensure clear ownership and accountability for deliverables.
• Proactively identify and manage project risks, issues, dependencies, scope changes, configuration impacts, integration constraints, and decision points.
• Escalate blockers and tradeoffs in a timely, business-oriented manner with clear recommendations.

• Manage projects involving Microsoft Dynamics CRM, Sales, PSA, Intacct ERP, help desk platforms, finance systems, reporting tools, automation platforms, system integrations, and other business applications.
• Partner with business and technical teams to understand business requirements, system configuration needs, integration dependencies, data flows, testing requirements, security considerations, deployment activities, and business impacts.
• Support and coordinate Dynamics-related initiatives, including configuration changes, workflow improvements, CRM/PSA process alignment, reporting needs, user adoption, testing, and release planning.
• Coordinate requirements gathering, current-state and future-state process discussions, user acceptance testing, defect resolution, deployment readiness, training, and post-go-live support.
• Ensure integration and application initiatives include appropriate planning for data migration, data validation, integration testing, security, user adoption, reporting impacts, and process alignment.
• Work with technical teams, vendors, and consultants to ensure configuration, integration, and application changes are delivered according to requirements and project timelines.
• Help identify gaps between business processes and system capabilities, and work with stakeholders to define practical solutions.

• Identify opportunities to improve operational processes, workflows, documentation, reporting, automation, and project delivery practices.
• Support business process standardization, change management, and continuous improvement initiatives.
• Help define and document current-state and future-state processes, business requirements, system impacts, project assumptions, and success measures.
• Introduce and reinforce project management best practices, governance standards, and repeatable delivery processes.
• Measure project outcomes and business impact against defined objectives, including efficiency gains, adoption, process improvement, data quality, reporting accuracy, and operational scalability.

• Serve as the central point of coordination between business units, application owners, technical teams, vendors, consultants, and leadership.
• Communicate project status, risks, decisions, recommendations, technical dependencies, and outcomes to stakeholders at all levels.
• Prepare clear, executive-ready updates that highlight progress, risks, dependencies, decisions needed, and expected business impact.
• Translate technical information into business-friendly communication and business needs into clear technical execution requirements.
• Build strong relationships across the organization and foster collaboration among project teams.
• Help drive adoption by ensuring stakeholders understand process changes, system impacts, testing expectations, training needs, and their role in successful project execution.

• Bachelor's degree in Business, Operations, Information Systems, Project Management, Computer Science, or a related field; equivalent experience will be considered.
• 5+ years of project management experience in technology, business applications, systems implementation, operations, consulting, professional services, or business transformation environments.
• Experience managing business application, ERP, CRM, PSA, reporting, automation, integration, or Microsoft Dynamics-related projects.
• Hands-on familiarity with business application configuration, workflows, integrations, data migration, testing, deployment, and release management.
• Experience leading cross-functional projects involving multiple stakeholders, business functions, technical teams, application owners, vendors, and/or external consultants.
• Strong understanding of project management disciplines, including scope, schedule, budget, risk, issue, dependency, resource, and change management.
• Ability to facilitate requirements discussions, coordinate UAT, manage defect resolution, support deployment readiness, and oversee post-go-live stabilization.
• Ability to understand and discuss system configuration, data flows, integrations, APIs, reporting impacts, security considerations, and business process dependencies.
• Excellent organizational, communication, documentation, and stakeholder management skills.
• Ability to translate between business needs and technical execution plans.
• Proficiency with project management tools such as Microsoft Project, Smartsheet, Jira, Azure DevOps, Monday.com, Asana, or similar platforms.
• Ability to work independently, prioritize effectively, and drive projects to successful completion in a fast-paced environment.

This job may require access to customer information, systems, and/or premises.  As a result, this job may require customer approval for such access as an essential job function.

• Experience with Microsoft Dynamics 365 CRM, Sales, PSA, Project Operations, Field Service, Customer Service, or related Dynamics modules.
• Familiarity with Sage Intacct, ERP systems, finance systems, help desk platforms, PSA tools, CRM platforms, reporting tools, workflow automation, and enterprise integrations.
• Familiarity with Power Platform, Power BI, Dataverse, Azure integrations, APIs, middleware solutions, data warehouses, or similar business application ecosystems.
• PMP, CAPM, PMI-ACP, Scrum Master, Lean, Six Sigma, or similar certification.
• Experience within a technology, consulting, managed services, or professional services organization.
• Experience supporting operational transformation, process improvement, data migration, UAT, release planning, user adoption, and organizational change initiatives.
• Familiarity with data quality, data governance, security, access controls, and integration-related project considerations.

• Client Champion – Relentlessly exceed client expectations. Consistently anticipate needs to deliver valuable solutions and extraordinary outcomes.

• Problem Solver – Smart, analytical, inquisitive, knowledge-seeker that thrives on a challenge.
• Promise Keeper – Place high value on keeping our word and doing the right thing. Demonstrate honesty, integrity, and commitment.
• Collaborative Integrator –Team player, unifier, relationship-oriented, win-win seeker, exemplify the concept of relationships through trust and unity.
• Driven Intrapreneur – Exceed goals using independent creative thinking, optimism, self-confidence, and a can-do attitude.
• Inspiring Coach – Help employees, clients and partners using knowledge, expertise, experience, and situational fluency.