Program Manager – Sales CRM (Microsoft Dynamics 365)
Long Beach, California | Contract
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Program Manager – Sales CRM (Microsoft Dynamics 365) (Hybrid, 3 days onsite)
Length: 9 month contract (potential extension)
Location: Long Beach, CA 90712
Overview:
We are seeking an experienced Program Manager – Sales CRM with a strong Healthcare domain background to lead complex, enterprise-scale CRM transformation initiatives supporting Sales, Broker, and Provider operations.
This role requires end-to-end ownership of Microsoft Dynamics 365 Sales CRM programs — from strategy and roadmap definition through execution, governance, and value realization — while ensuring regulatory compliance, stakeholder alignment, and delivery excellence.
The ideal candidate brings hands-on experience leading Microsoft Dynamics 365 CRM implementations within payer or provider environments and has successfully managed cross-functional teams spanning business, technology, compliance, and vendor ecosystems.
Responsibilities:
Program Leadership & Strategy
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Own and manage end-to-end Sales CRM programs on Microsoft Dynamics 365 across multiple workstreams, releases, and geographies.
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Define program scope, objectives, KPIs, and delivery roadmaps aligned to business growth and operational outcomes.
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Drive integrated planning across Dynamics 365 configuration, customization, integrations, data migration, reporting, and user adoption.
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Ensure delivery commitments across schedule, budget, scope, and quality.
Stakeholder & Governance Management
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Serve as the primary point of contact for executive leadership, Sales Operations, Broker teams, IT, Compliance, and external vendors.
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Establish and lead program governance including steering committees, executive reviews, RAID management, and status reporting.
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Support SOW execution, change requests, and commercial governance activities.
Business & Functional Alignment
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Translate business requirements from Sales, Broker, Marketing, and Provider teams into actionable CRM program deliverables.
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Align CRM capabilities to sales productivity, pipeline visibility, broker engagement, and provider collaboration goals.
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Track benefits realization, ROI, and measurable value delivery tied to business performance.
Regulatory & Compliance Oversight
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Ensure CRM solutions align with healthcare regulatory requirements, including HIPAA, PHI handling, and data privacy standards.
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Collaborate with Compliance, Security, and Legal teams to embed controls within Dynamics 365 workflows and integrations.
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Support audit readiness and maintain documentation for healthcare-specific controls and reporting.
Technical & Integration Oversight
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Oversee integrations between Dynamics 365 and upstream/downstream systems such as:
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Enrollment platforms
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Claims systems
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Billing systems
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Provider data platforms
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Marketing automation and analytics tools
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Guide best practices for Dynamics 365 architecture, release management, and environment strategy.
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Partner with architects and product owners to deliver scalable, secure, and future-ready CRM solutions.
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Manage program budgets, forecasts, and resource plans, including onshore/offshore delivery models.
Qualifications:
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8+ years of Program Management or enterprise-scale project leadership experience.
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5+ years of hands-on experience managing Microsoft Dynamics 365 Sales CRM programs.
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Demonstrated experience migrating Salesforce (SFDC) to Microsoft Dynamics 365 CRM.
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Strong Healthcare domain experience (Payer, Provider, or Health Services).
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Proven success managing multi-vendor, cross-functional programs.
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Expertise in Agile, Hybrid, and Waterfall delivery models.
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Excellent stakeholder management, executive communication, and presentation skills.
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