Platform Lead - Business Applications

Arendt Investor Services (AIS) supports clients in managing the operational aspects of their funds and corporate activities. AIS works in partnership with Arendt’s legal and consulting services to deliver high‑quality, compliant solutions.

Platform Lead – Business Applications

Your role

Business Needs and Requirements

• Define and articulate business needs across client portal and CRM workstreams.
• Own the functional direction of Microsoft Dynamics 365 Customer Service, including business process design and customisation.
• Own the functional direction of Microsoft SharePoint Online.
• Implement dedicated functional customisations within Microsoft Dynamics 365 Customer Service and Microsoft SharePoint Online, limited to standard configuration changes permitted by the respective applications.

Prioritisation and Governance

• Lead requirement prioritisation across releases and delivery cycles.
• Design and validate end‑to‑end process flows and user journeys.
• Ensure governance and stakeholder alignment on scope, priorities, and delivery decisions.
• Support financial planning and resource allocation processes for client portal and CRM transformation initiatives, ensuring optimal utilisation of available resources.

Adoption, Change Management & Training

• Define and execute adoption and change management strategies to drive effective uptake of client portal, CRM, and business applications across service lines.
• Coordinate training programmes, develop end‑user documentation, and deliver communication plans to support business readiness ahead of go‑live milestones.
• Monitor user adoption metrics post‑deployment, gather feedback, and identify continuous improvement opportunities to enhance user engagement and platform utilisation.

Team Management

• Manage and mentor the Business Analyst – Digital Products & Applications as a direct report, providing guidance on priorities, professional development, and day‑to‑day delivery activities.
• Foster a collaborative team environment, ensuring clear allocation of tasks, regular performance feedback, and alignment with broader transformation objectives.

Technology Context

The role covers the following platforms from a functional ownership perspective: Client Portal, Microsoft Dynamics 365 Customer Service, Microsoft SharePoint Online, Microsoft PowerApps, and support business owners with Copilot, Brief.ai, Legora, Caseware, Document Drafter, DocuSign, and other related tools.

Your profile

• Bachelor’s or master’s degree in business, information systems, or a related discipline.
• Minimum 5 years’ experience in product ownership, business analysis, or functional delivery of CRM or client‑facing digital platforms.
• Experience with CRM platforms including Microsoft Dynamics 365, document management tools (preferably SharePoint Online), and Microsoft PowerApps.
• Fluency in English is required; proficiency in French is highly desirable.

Application

If you are interested in this opportunity, please submit your application and note that the selected candidate will be required to provide a criminal record or certificate of good conduct. All applications will be treated confidentially.