Product Manager

Overview

WHO are we looking for?

CAPTRUST is seeking a motivated and experienced

Product Manager with deep expertise in Microsoft Dynamics 365 Finance & Operations to set direction for the enhancement, optimization, and expansion of CAPTRUST's Dynamics 365 Finance & Operations platform. The ideal candidate will have a proven track record of successfully managing and enhancing this system to drive business transformation. CAPTRUST's use of Dynamics 365 F&O is centered primarily on finance, accounting, reporting, and platform integrations.

The successful candidate should bring deep expertise in those areas while maintaining a broader understanding of the Dynamics 365 F&O ecosystem. This role presents an opportunity to shape the direction of our Dynamics 365 F&O platform and modernize core financial processes by partnering with the business on priorities and guiding the development efforts that deliver them.

The successful candidate will engage with cross-functional teams, understand business needs, negotiate scope, and guide the delivery of high-impact solutions that align with CAPTRUST's long-term vision.

The internal title for this role is intended to be Product Management| Strategy & Transformation Office.

Responsibilities

• Define and communicate the product vision and strategy for Dynamics 365 Finance & Operations, engaging executive leadership to ensure alignment on priorities and investment decisions
• Collaborate closely with cross-functional teams, including IT, Finance, and Operations, to understand business needs and challenges and facilitate alignment on product priorities
• Partner with stakeholders to shape priorities and guide development initiatives so delivered work aligns with CAPTRUST's needs
• Conduct in-depth discussions with stakeholders to gather detailed requirements, ensuring the Dynamics 365 Finance & Operations platform effectively supports financial operations, reporting, integrations, and downstream processes
• Create and maintain a comprehensive product roadmap for Dynamics 365 Finance & Operations, prioritizing features and enhancements based on business value, stakeholder input, and measurable outcomes
• Stay informed on Microsoft’s Dynamics roadmap and recommend adoption of new features, including emerging AI and automation capabilities where appropriate
• Effectively communicate product features, updates, and changes to stakeholders to build understanding of the platform’s capabilities and benefits and supporting adoption
• Collaborate with UX and process design teams to ensure the Dynamics 365 Finance & Operations platform offers an intuitive and efficient experience for all users
• Plan and coordinate product releases, including managing feature launches, updates, and continuous improvements
• Use metrics, analytics, and user feedback to monitor Dynamics 365 Finance & Operations platform performance, identify opportunities for enhancement, and drive continuous improvement
• Address challenges and obstacles finding creative solutions to meet stakeholder requirements
• Engage with external vendors and partners to support integrations, enhancements, and solution expansion efforts
• Partner with IT and data teams to ensure Dynamics 365 Finance & Operations integrations support broader data strategy and enterprise reporting requirements

Qualifications

Minimum Qualifications:

• Bachelor’s degree in computer science, business, data analytics, or a related field or equivalent years of experience
• Proven experience as a Product Manager, with a specific focus on Microsoft Dynamics 365 Finance & Operations (D365 F&O)
• Minimum 7-12 years of industry experience
• Desired Qualifications/Skills: Strong expertise in financial operations, requirements gathering, and scope negotiation
• Deep understanding of financial workflows, reporting, integrations, and operational processes within Dynamics 365 Finance & Operations
• Ability to drive product strategy and lead initiatives that expand and optimize Dynamics 365 Finance & Operations capabilities, including integrations with other finance tools
• Strong collaboration and facilitation skills, with the ability to work effectively across multiple job functions
• Exceptional communication skills to ensure alignment on product priorities and to convey product changes to stakeholders
• Experience with requirements gathering and a data-driven approach to feature prioritization
• Familiarity with Agile development methodologies
• A track record of successfully managing and improving a complex Dynamics 365 Finance & Operations implementation throughout its lifecycle
• Experience delivering measurable business outcomes such as improved financial-process efficiency, stronger reporting, or operational efficiency gains
• Proven experience managing external vendors and third-party integrations.
• Knowledge of data integration strategies and enterprise data alignment.
• Preferred: Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate or Solution Architect Expert
• Experience with Power Platform and Power Automate for workflow automation and process optimization
• WHAT can you expect from your career at CAPTRUST?
• Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
• Our Employee Benefits Package shows how much we value our team. Some benefits include:
• Company discretionary bonus.
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)
• WHERE will you be working?
• 4208 Six Forks Rd #1700 | Raleigh, NC 27609
• Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
• HOW do we build a world class organization one brick at a time?
• We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
• Are you the next brick?
• To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity
• EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
• It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#mid-senior
• This position will remain open until filled.

Responsibilities

• Define and communicate the product vision and strategy for Dynamics 365 Finance & Operations, engaging executive leadership to ensure alignment on priorities and investment decisions
• Collaborate closely with cross-functional teams, including IT, Finance, and Operations, to understand business needs and challenges and facilitate alignment on product priorities
• Partner with stakeholders to shape priorities and guide development initiatives so delivered work aligns with CAPTRUST's needs
• Conduct in-depth discussions with stakeholders to gather detailed requirements, ensuring the Dynamics 365 Finance & Operations platform effectively supports financial operations, reporting, integrations, and downstream processes
• Create and maintain a comprehensive product roadmap for Dynamics 365 Finance & Operations, prioritizing features and enhancements based on business value, stakeholder input, and measurable outcomes
• Stay informed on Microsoft’s Dynamics roadmap and recommend adoption of new features, including emerging AI and automation capabilities where appropriate
• Effectively communicate product features, updates, and changes to stakeholders to build understanding of the platform’s capabilities and benefits and supporting adoption
• Collaborate with UX and process design teams to ensure the Dynamics 365 Finance & Operations platform offers an intuitive and efficient experience for all users
• Plan and coordinate product releases, including managing feature launches, updates, and continuous improvements
• Use metrics, analytics, and user feedback to monitor Dynamics 365 Finance & Operations platform performance, identify opportunities for enhancement, and drive continuous improvement
• Address challenges and obstacles finding creative solutions to meet stakeholder requirements
• Engage with external vendors and partners to support integrations, enhancements, and solution expansion efforts
• Partner with IT and data teams to ensure Dynamics 365 Finance & Operations integrations support broader data strategy and enterprise reporting requirements

Qualifications

Minimum Qualifications:

• Bachelor’s degree in computer science, business, data analytics, or a related field or equivalent years of experience
• Proven experience as a Product Manager, with a specific focus on Microsoft Dynamics 365 Finance & Operations (D365 F&O)
• Minimum 7-12 years of industry experience
• Desired Qualifications/Skills: Strong expertise in financial operations, requirements gathering, and scope negotiation
• Deep understanding of financial workflows, reporting, integrations, and operational processes within Dynamics 365 Finance & Operations
• Ability to drive product strategy and lead initiatives that expand and optimize Dynamics 365 Finance & Operations capabilities, including integrations with other finance tools
• Strong collaboration and facilitation skills, with the ability to work effectively across multiple job functions
• Exceptional communication skills to ensure alignment on product priorities and to convey product changes to stakeholders
• Experience with requirements gathering and a data-driven approach to feature prioritization
• Familiarity with Agile development methodologies
• A track record of successfully managing and improving a complex Dynamics 365 Finance & Operations implementation throughout its lifecycle
• Experience delivering measurable business outcomes such as improved financial-process efficiency, stronger reporting, or operational efficiency gains
• Proven experience managing external vendors and third-party integrations.
• Knowledge of data integration strategies and enterprise data alignment.
• Preferred: Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate or Solution Architect Expert
• Experience with Power Platform and Power Automate for workflow automation and process optimization
• WHAT can you expect from your career at CAPTRUST?
• Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
• Our Employee Benefits Package shows how much we value our team. Some benefits include:
• Company discretionary bonus.
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)
• WHERE will you be working?
• 4208 Six Forks Rd #1700 | Raleigh, NC 27609
• Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
• HOW do we build a world class organization one brick at a time?
• We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
• Are you the next brick?
• To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity
• EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
• It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#mid-senior
• This position will remain open until filled.