Microsoft Dynamics CRM Lead

Location:
Woodland Hills, CA (On-site) Position Overview SteelPeak Wealth is seeking a Microsoft Dynamics CRM Lead to create and enhance digital tools that simplify workflows, improve operational efficiency, and strengthen collaboration across the firm. This role offers hands-on responsibility for business applications and automation, close partnership with technology and operational teams, and exposure to evolving technologies. The ideal candidate is technically proficient, detail-oriented, and proactive in solving problems, with the ability to translate business needs into effective solutions. This role is on-site at our Woodland Hills office five days per week.

Key Responsibilities
• Partner with business users to understand process challenges, define solution requirements, and deliver practical applications.
• Create, improve, and maintain Power Apps, Power Automate workflows, SharePoint Online solutions, and related Microsoft 365 tools.
• Build automations that reduce repetitive tasks and improve the consistency and efficiency of day-to-day operations.
• Investigate application issues, identify underlying causes, and implement sustainable fixes.
• Apply appropriate permissions, data safeguards, and platform governance throughout solution design and support.
• Coordinate testing, version management, controlled releases, and transitions between development and production environments.
• Prepare technical documentation, support instructions, and change records to promote long-term solution reliability.
• Guide end users through new applications and collaboration tools, including responsible adoption of emerging Microsoft capabilities. Qualifications
• At least 3 years of professional experience developing or supporting Microsoft Dynamics CRM, Microsoft 365, SharePoint Online, or Power Platform solutions in a business setting.
• Demonstrated hands-on development with Power Apps and Power Automate, including connectors, expressions, approvals, and exception handling.
• Solid understanding of Microsoft products, SharePoint permissions, lists, libraries, metadata, and Microsoft 365 collaboration capabilities.
• Experience with application testing, source/version control, release processes, and change management.
• Understanding of secure development, access management, data loss prevention, data protection, and cybersecurity principles.
• Awareness of Microsoft Copilot and Anthropic use cases and appropriate data-security considerations.
• Education or technical training in IT, computer science, software development, or related discipline; equivalent professional experience considered.
• Relevant Microsoft certification (such as PL-200 or PL-400), or willingness and ability to obtain an appropriate certification within an agreed timeframe.
• Effective communication, troubleshooting, and stakeholder collaboration skills; ability to work onsite during the standard workweek.
• Experience with Fabric a plus. Why Join SteelPeak?
• Join a growing firm where your contributions are visible and valued.
• Opportunity to enhance technology solutions and drive process improvements across departments.
• Collaborative office environment with exposure to a variety of business functions.
• Comprehensive benefits package including medical, dental, and vision insurance.
• 401(k) with company match. Equal Employment Opportunity We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law. We provide reasonable accommodations in accordance with applicable law. As part of our hiring process, we may use technology, including artificial intelligence tools, to assist with tasks such as

job description
development and candidate evaluation. All final employment decisions are made by our team and comply with applicable equal employment opportunity laws.