Microsoft Dynamics Application Specialist - Sales Technology

Microsoft Dynamics 365 Application Specialist

Vanguard Australia has been helping investors achieve their long-term financial goals for over 25 years. Serving institutional and individual clients, and financial advisers, we offer investment solutions that are low-cost, diversified and robust through time. With more than AUD $11 trillion in assets under management Vanguard is one of the world's largest global investment management companies. In Australia we partner with institutional clients, financial advisers and individual investors to offer low-cost investment solutions. Our comprehensive range of managed funds, exchange traded funds (ETFs) and tailored investment solutions are built to support long-term investment success for our clients.

The Financial Adviser Services (FAS) & Corporate Systems Technology team is responsible for:

• Building and supporting the technology that connects our FAS Crew to Advisers, uplifting their value for the end client.
• Engineering the Martech foundations that power Marketing's ambition—turning strategy into scalable, personalised client experiences.
• Developing our Contact Centre technology that provides exceptional client service.
• Delivering Corporate Systems technology solutions across more than 15 business teams spanning 7 divisions.

As a Dynamics 365 Application Specialist supporting our Financial Adviser Services business, your focus is on delivering Sales and Customer Service functionality through the CRM. The role will involve managing the end-to-end delivery of business capability from requirements capture to solution delivery, training and support.

Responsibilities include:

• Capturing business requirements and identifying underlying business needs.
• Writing user stories and acceptance criteria in collaboration with business stakeholders.
• Designing solutions leveraging out-the-box Dynamics 365 and Power Platform capability.
• Running iterative prototyping sessions with business stakeholders.
• Collaborating with other Dynamics 365 teams to identify reuse of existing functionality or joint build opportunities for new reusable functionality.
• Building Dynamics 365 functionality within managed solutions including:
• Customizing entities, creating attributes, configuring forms, views and dashboards.
• Configuring business rules, processes and Power Automate Flows.
• Collaborating with global CRM Dev team on design, implementation and testing of functionality requirement development.
• Collaborating with local and global business and technical teams to implement dependent capability.
• Supporting the product owner with acceptance testing.
• Providing production release support.
• Producing business change collateral and delivering end-user training.
• Providing post-go-live support to business users.
• Ensuring overall CRM data quality standards are maintained by resolving data exceptions and improving processes.
• Maintaining and updating CRM records as requested by the business.

Required knowledge and experience:

• 7 years' experience in developing and delivering Dynamics 365 solutions, including business rules, processes and Power Automate Flows.
• 5 years Financial Services Experience beneficial.
• Experience working in Agile and Scrum teams.
• Knowledge of Microsoft Azure DevOps.
• Excellent communication skills.
• Experience with wider Power Platform capability and Power BI beneficial.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.