Lead Tech Dynamics 365 CRM

1. Company OverviewAn IT consulting company specialized in the implementation of CRM solutions, artificial intelligence, automation, and Microsoft technologies, with strong expertise in Microsoft Dynamics 365, Power Platform, Microsoft 365, sales automation, agentic AI, and AI applied to business processes.We support companies in their digital transformation by optimizing their sales, marketing, customer service, finance, and customer relationship processes.The IT CONSULTING COMPANY’s internal information system is intentionally simple and pragmatic. It is mainly based on:SharePoint for document management;Microsoft Teams for collaboration;the company's website;the founder’s LinkedIn profile;the company LinkedIn page;optionally Lemlist for automated prospecting and inkedIn Sales Navigator;internal AI agents to support sales, delivery, knowledge management, proposal writing, and operational productivity.As part of an IT CONSULTING COMPANY’s growth, we are looking for a hands-on Lead Tech / CTO able to structure, secure, automate, and industrialize this simple environment while contributing to the development of our CRM, automation, and agentic AI offers.2. Job TitleLead Tech / Hands-on CTO – Microsoft 365, CRM, Agentic AI & Sales Automation3. LocationRemote Possible collaboration with freelancers, partners, or offshore resources depending on projects.4. Key ResponsibilitiesInternal Information System StructuringOrganize the IT CONSULTING COMPANY’s SharePoint document space.Set up a clear structure for commercial, administrative, technical, and project documents.Structure document templates: commercial proposals, presentation decks, meeting minutes, offer sheets, contracts, and delivery templates.Organize Microsoft Teams to facilitate internal and partner collaboration.Implement simple naming, filing, versioning, and document-sharing rules.Ensure secure access to sensitive documents.Sales and Digital Marketing ToolingContribute to the structure and improvement of the AN IT CONSULTING COMPANY website.Improve consistency between the website, the founder’s LinkedIn profile, and the IT CONSULTING COMPANY LinkedIn company page.Set up or optimize prospecting tools: Lemlist, LinkedIn Sales Navigator, lightweight CRM, or sales tracking files.Automate simple sales tasks: lead tracking, follow-ups, qualification, contact enrichment, message generation, and meeting preparation.Define simple pipeline management processes.Set up dashboards to track prospects, opportunities, partners, and clients.Agentic AI for Internal ProductivityDesign and implement internal AI agents to support AN IT CONSULTING COMPANY operations.Build AI agents for document search, knowledge retrieval, proposal generation, meeting preparation, lead qualification, email drafting, and sales follow-up.Connect AI agents to internal tools such as SharePoint, Teams, Microsoft 365, LinkedIn, Lemlist, Sales Navigator, and CRM/prospect tracking files where relevant.Define internal use cases for agentic AI across sales, marketing, delivery, administration, and management.Set up governance rules for AI usage: access control, confidentiality, validation workflows, human-in-the-loop, and auditability.Create reusable prompts, agent workflows, knowledge bases, and automation templates.Monitor and continuously improve the quality, relevance, and reliability of AI-generated outputs.Agentic AI Offers for ClientsContribute to designing the IT CONSULTING COMPANY’s client-facing agentic AI offers.Build demonstrators and prototypes of AI agents for sales teams, customer service, marketing, finance, and operations.Design AI agents connected to Microsoft Dynamics 365, Dataverse, SharePoint, Teams, Microsoft Graph, Power Automate, Copilot Studio, and Azure AI services.Formalize client use cases such as sales assistant, customer service assistant, lead qualification agent, proposal assistant, knowledge assistant, CRM data quality agent, and workflow automation agent.Define simple architectures for deploying AI agents securely within client environments.Participate in pre-sales discussions and demonstrations around agentic AI.Help package the IT CONSULTING COMPANY’s agentic AI methodology, including discovery, use case prioritization, prototyping, deployment, governance, and adoption.Ensure agentic AI solutions remain pragmatic, business-oriented, secure, and maintainable.Technical Support for the IT CONSULTING COMPANY OffersParticipate in designing offers around Microsoft Dynamics 365, Power Platform, Microsoft 365, Azure, automation, and agentic AI.Formalize simple and understandable architectures for clients.Prepare lightweight demos or prototypes: Power Apps, Power Automate, Dataverse, Copilot Studio, Azure OpenAI, Microsoft Graph, and AI agents where relevant.Contribute to writing technical pre-sales materials.Help structure client deliverables: architecture documents, specifications, user guides, training materials, governance frameworks, and adoption plans.Provide technical credibility during client or partner meetings.Automation and Internal ProductivityIdentify repetitive tasks that can be automated.Implement simple automations using Power Automate, Microsoft 365, Teams, SharePoint, AI agents, or external tools.Create reusable templates to accelerate sales and project delivery.Industrialize internal processes without unnecessarily complexifying the information system.Implement a “lean IT” approach: simple, efficient, documented, automated, and maintainable.Governance, Security, and QualityDefine simple document, data, and AI governance rules.Secure access to SharePoint, Teams, sales tools, and AI agents.Ensure data consistency across the various tools: website, LinkedIn, prospecting files, Lemlist, Sales Navigator, and internal knowledge bases.Build an internal knowledge base usable by humans and AI agents.Ensure tools and agents remain simple to use and adapted to a small but growing organization.Document AN IT CONSULTING COMPANY’s key processes, AI workflows, automation rules, and governance principles.5. Desired ProfileEducationBachelor’s or Master’s degree in IT, information systems, digital technologies, CRM, AI, automation, or equivalent.Experienced self-taught profiles with strong operational skills may also be considered.ExperienceMinimum 5 to 10 years of experience in IT, digital, CRM, Microsoft 365, automation, or AI solutions.Experience in an IT services company, consulting firm, startup, digital SME, or CRM consulting activity is appreciated.Experience structuring simple internal tools for a small business or entrepreneurial activity.Experience with Microsoft 365, SharePoint, Teams, Power Platform, and B2B prospecting tools is desirable.Experience designing, configuring, or deploying AI agents, Copilot Studio agents, chatbot assistants, or workflow-based AI solutions is strongly appreciated.Technical SkillsGood command of Microsoft 365: SharePoint, Teams, OneDrive, and Outlook.Good knowledge of Power Automate.Knowledge of Power Apps & Power Platform is appreciated.Understanding of CRM, sales pipeline, and lead management challenges.Good digital culture: website, basic SEO, LinkedIn, B2B content, and marketing automation.Knowledge of Lemlist, or LinkedIn Sales Navigator is appreciated.Ability to structure documents, templates, knowledge bases, and collaborative spaces.Knowledge of Dynamics 365 CRM is appreciated but not mandatory depending on the candidate’s profile.Strong interest in generative AI and agentic AI: Claude, ChatGPT, Microsoft Copilot, Copilot Studio, Azure OpenAI, AI Builder, Microsoft Graph, agent workflows, RAG, knowledge bases, tool calling, and human-in-the-loop validation.Ability to design pragmatic AI agents connected to business tools and data sources.AI governance, data confidentiality, prompt quality, access control, and responsible AI principles.Soft SkillsHighly operational, hands-on, and pragmatic profile.Ability to keep things simple, robust, secure, and useful.Entrepreneurial mindset.Strong autonomy & documentation discipline.Ability to structure an environment that is not yet fully formalized.Business sense and understanding of sales, CRM, and client delivery challenges.Ability to work directly with the founder.Proactive mindset, without over-engineering solutions.Ability to translate business needs into simple automation and AI use cases.LanguagesFluent French desirable.Professional English required.6. Role ObjectivesStructure the IT CONSULTING COMPANY’s simple information system.Organize SharePoint, Teams, and internal documents.Professionalize the company’s digital presence: website, founder LinkedIn profile, and LinkedIn company page.Set up a simple B2B prospecting system using Lemlist and LinkedIn Sales Navigator.Automate low-value internal tasks.Create a commercial, technical, and project documentation base.Design and deploy internal AI agents to improve productivity, sales efficiency, and knowledge management.Build reusable agentic AI demonstrators and client-facing offers.Help industrialize CRM, AI, automation, and Microsoft 365 offers.Prepare the COMPANY to scale simply.7. ConditionsStatus: freelance, part-time.Compensation: to be defined according to experience, availability, and level of commitment.Organization: remote work.Direct collaboration with the founder.Entrepreneurial, simple, agile, AI-enabled, and business-oriented environment.Potential evolution toward a CTO Partner, Technical Partner, Head of AI Automation, or Digital Operations Lead role.8. Recruitment ProcessInterview 1: discussion with the founder: background, motivations, and understanding of the need.Interview 2: practical case around structuring an IT consulting company’s information system: SharePoint, Teams, LinkedIn, website, prospecting, and internal AI agents.Interview 3: client-facing case around an agentic AI offer for a CRM, sales, or customer service use case.Interview 4: validation of collaboration model, compensation, and 90-day priorities.  

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