Senior Technical Lead
Job Description
POSITION: Senior Technical Lead
EMPLOYER: Chartered Institute of Export & International Trade
POSITION STATUS: Permanent, Full time
REPORTS TO: Chief Technology Officer
LOCATION: Home based
SALARY RANGE: £65-70K per annum
The Chartered Institute of Export and International Trade is the premier association for exporters and importers, empowering organizations and individuals with the tools and knowledge required for effective, sustainable, and competitive international trade.
We provide a comprehensive suite of memberships, qualifications, training, events, and advisory services for global trade professionals. In collaboration with the UK government, we set trade standards nationally and internationally. In summer 2024 we proudly became the Chartered Institute of Export and International Trade, highlighting our role and the professional status of our members in global trade.
JOB BRIEF
The role is responsible for the management, configuration, and ongoing enhancement of the organisation’s key business information platforms, and for the strategically critical data integration and dashboards enabled through the presentation layer. The role combines both administrative and development responsibilities, ensuring that the systems and data structures are reliable, compliant, and aligned with organisational needs. The role will work closely with internal stakeholders and external partners to ensure optimal performance, effective automation, and governance of all Business Information environments.
RESPONSIBILITIES:
- Manage users, roles, permissions, and access controls within Dynamics 365 as a key platform, and coordinate these activities with administrators of other business systems to ensure consistently high-quality data
- Oversee technical environments (development, test, and production), including updates, deployments, and configuration changes.
- Configure and modify forms, views, charts, dashboards, and business rules.
- Build and maintain Power Automate flows and process automations.
- Support process improvement by simplifying or automating manual tasks across teams.
- Manage sandbox testing, validate any partner-delivered changes, and deploy configuration updates to production.
- Maintain data integrity, deduplication, and GDPR compliance across systems.
- Document, version-control, and track all customisations, integrations, and low-code solutions.
- Update and maintain CRM configuration documentation, governance standards, and document templates.
- Collaborate closely with external partner and internal stakeholders to resolve escalations, implement fixes, and manage change requests.
- Provide first and second-line CRM support and deliver user training.
- Monitor system performance, usage, and licensing to ensure optimal operation.
- Enforce best practices in configuration, naming conventions, change management, and documentation discipline.
- Ensure consistency and alignment between D365 configuration, Power Platform solutions, and related systems (e.g. Umbraco CMS).
DESIRED SKILLS SET AND EXPERIENCE:
- Demonstrable experience in D365 Administrator and developer roles.
- Strong knowledge of Dynamics 365 Customer Engagement, including Membership, Sales, and Service modules
- Proficiency with Power Platform tools, including Power Automate and Power Apps.
- Solid understanding of Dataverse structures, tables, relationships, and the D365 security model.
- Experience managing solutions, environments, and deployments across the D365 lifecycle.
- Strong ability to debug, test, and implement workflows, Power Automate flows, and JavaScript handlers.
- Understanding of custom workflows, plugins, and Power Automate dependencies.
- Proven ability to translate business requirements into effective CRM configuration or partner briefs.
- Experience in a membership or not-for-profit environment is highly desirable.
- Familiarity with Umbraco CMS is beneficial.
- Strong communication, vendor management, and collaboration skills.
- Experience working within Agile / SCRUM delivery frameworks.
- Highly detail-oriented with a structured approach to troubleshooting, documentation, and governance.