CRM Technical Specialist

Work set-up: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Minimum 5 years of experience in CRM technical implementation., Proven expertise with on-premise or hybrid CRM platforms like Microsoft Dynamics 365 On-Prem, Odoo Enterprise, or OroCRM., Strong skills in entity configuration, relational data modeling, and API-based system integration., Fluent in English, with additional languages like French or Arabic considered a plus..

Key responsibilities:

  • Refine and expand the CRM data model, including customer hierarchies and service history.
  • Configure CRM components such as entities, forms, roles, and workflows.
  • Develop and test API integrations with ERP and field service platforms.
  • Coordinate testing, data migration, and post-go-live support.

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Job description

About Our Client:

Our client is a global industrial manufacturing company specializing in machine tools, with a presence across Europe and the Middle East. As part of their digital transformation journey, they are launching a new CRM platform from scratch to support the full customer lifecycle from opportunity tracking and machine delivery to field service, spare parts, and analytics.

This is a hands-on, execution-focused role for candidates with solid experience in on-premise or hybrid CRM architectures. The client environment values technical autonomy, pragmatic integration, and deep understanding of operational data flows.

Responsibilities:

CRM Platform Execution:

  • Refine and expand the CRM data model, including customer hierarchies, installed base, machine lifecycle, and service history.
  • Configure CRM components: entities, forms, roles, workflows, validation rules, and mobile accessibility.
  • Support role-based access control for a multi-country, multi-entity rollout.
  • Implement automation logic (e.g., lifecycle alerts, data triggers, pipeline updates).

Integration and Data Pipeline Setup:

  • Develop and test API integrations with:
  1. Sage ERP (orders, invoicing, stock management)
  2. Daxium or similar field service platforms (dispatching, mobile reporting)
  3. Communication and file-based interfaces: email, WhatsApp, Excel, Access
  • Set up ingestion workflows for both historical and real-time data.
  • Prepare data connectors for future integrations (e.g., quote-to-order tools, BI dashboards like Qlik).

Validation & Rollout:

  • Coordinate test cycles and user validations (MVP-level per module).
  • Assist in data cleansing and structured migration activities.
  • Provide troubleshooting, monitor adoption KPIs, and offer post-go-live support.

Requirements:

Must-Have:

  • 5+ years experience in CRM technical implementation.
  • Proven expertise in on-premise or hybrid CRM platforms (e.g., Microsoft Dynamics 365 On-Prem, Odoo Enterprise, OroCRM, or proprietary solutions).
  • Strong background in:
  1. Entity configuration and relational data modeling.
  2. API-based system integration.
  3. Data ingestion workflows (Excel, Access, CSV).
  4. Workflow automation (low-code or custom logic).

Nice-to-Have:

  • Experience in industrial or field-service-heavy environments.
  • Familiarity with Daxium or other mobile field service platforms.
  • Knowledge of Microsoft Power Platform and Dataverse (depending on final CRM tech stack).

Key Technologies:

  • CRM platforms (on-prem or hybrid)
  • Sage ERP (or equivalent mid-market ERP systems)
  • RESTful APIs and integration frameworks
  • Data transformation and ingestion (structured formats)
  • Mobile-first CRM use cases

Language and Location:

  • English fluency required (written and spoken).
  • French or Arabic a plus.
  • Must be available to travel occasionally for on-site workshops.

This Role Is Not:

  • Not a functional consultant position.
  • Not a CRM admin-only role.
  • We are looking for an implementation engineer who can execute autonomously in a complex environment.

Your Data:

By submitting your resume, you agree to the retention and use of your personal data by TSG for recruitment purposes, including sharing with our clients in the context of your application.

Required profile

Experience

Level of experience: Senior (5-10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Excel

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