Data Integration & CRM Manager

We are seeking a systems-minded professional to lead CRM, data and integration across Sales, marketing and Customer Support.

This role will be pivotal in orchestrating seamless integration across Marketing, Sales, and Customer Support platforms, while also supporting coordination of enterprise data management initiatives and serving as the business owner for our Microsoft Dynamics Sales CRM.

This position is located in our Middleton, WI Office.

Key Responsibilities:

Systems Integration & Application Ownership

• Lead the integration of applications and workflows between Marketing, Sales, and Customer Support teams.

• Ensure data consistency and process alignment across platforms such as HubSpot, Dynamics 365, and other CRM/Sales/Operation/Project/Finance tools.

• Act as the primary business owner for Microsoft Dynamics, overseeing configuration, user adoption, and enhancement roadmaps.

Data Management & Strategy

• Coordinate consistency in data structure, governance, and quality of Rev Ops data, including customer, account, and engagement data.

• Provide strategic input into the design and implementation of a centralized data lake to support analytics and reporting.

• Collaborate with IT to ensure scalable, secure, and compliant data architecture.

Cross-Functional Collaboration

• Use technology to facilitate inter-departmental workflow and reporting between systems used by Rev Ops and Finance, Product Management, and other internal stakeholders.

• Support pricing, forecasting, and reporting workflows by ensuring data integrity and timely availability.

• Partner with Solution Engineering, Operations, and Deal Desk teams to align data dictionaries for customer projects and operational definitions.

Process Optimization & Enablement

• Identify and implement automation opportunities to streamline Rev Ops processes.

• Develop and maintain documentation for integrations, data flows, and business rules.

• Support training and enablement efforts for internal users on integrated systems and data tools.

• 5 years of experience in Business Systems or Data Strategy roles.

• Proven experience with CRM platforms (especially Dynamics 365), marketing automation tools, and customer support systems.

• Strong understanding of data architecture, governance, and analytics platforms (e.g., Microsoft Fabric or other data lake, Power BI, etc).

• Excellent communication and stakeholder management skills.

• Experience working in cross-functional environments with Sales, Marketing, Operations, Finance, Product, and Engineering teams.