Overview
At Shawmut Design and Construction , we take pride in the culture we’ve built as a 100% employee-owned company—one that’s been recognized with more than 100 Best Place to Work awards. We’ve been honored as a National Fortune Best Workplace, a Fortune Best Workplace for Women, Millennials, and Parents, and one of America’s Best Employers by Forbes—along with numerous regional recognitions across our 15 offices nationwide.
Here’s a glimpse into what we offer:
- Health, Dental, and Vision Insurance.
- Employee Stock Ownership Plan (ESOP) – Be an employee-owner!
- 401(K) with Company Match – Receive a company match up to 4% of your eligible pay.
- Generous Paid Time Off – vacation and sick time, 12 holidays, summer Fridays, and a yearly volunteer day.
- The Extras – Cell phone, laptop, tuition reimbursement, pet insurance, financial planning services, and more.
Responsibilities
Shawmut is seeking an experienced CRM Platform Manager to own and optimize our Microsoft Dynamics 365 environment. This role serves as the primary technical and functional owner of the D365 platform, ensuring it supports sales, marketing, customer service, and field operations across our construction-focused business. The ideal candidate brings a blend of platform administration expertise, business process knowledge, and experience working in or with the construction, architecture, engineering, or real estate industries.
Platform Ownership & Administration:
- Serve as the primary owner and administrator of the Microsoft Dynamics 365 CRM platform, including Sales, Customer Service, and Field Service modules.
- Manage system configuration, customization, security roles, business rules, workflows, and Power Automate flows.
- Oversee integrations with other enterprise systems (ERP, project management, estimating, document management, etc.).
- Coordinate platform upgrades, patches, and release management in alignment with Microsoft’s update cadence.
- Maintain data quality, governance policies, and compliance standards within the CRM.
Business Process & Strategy:
- Partner with Sales, Marketing, Preconstruction, Project Management, and Customer Service teams to translate business requirements into CRM solutions.
- Design and optimize lead-to-opportunity, bid management, and client lifecycle workflows specific to construction operations.
- Develop and maintain dashboards, reports, and analytics using Power BI and D365 native reporting to drive data-informed decision-making.
- Champion CRM adoption across the organization through training, documentation, and change management initiatives.
- Collaborate directly with the Chief Revenue Officer (CRO) and Business Development team to continuously review and refine business processes, implementing u