Microsoft Dynamics / Power BI Technology Specialist

TITLE: Microsoft Dynamics / Power BI Technology Specialist
LOCATION: Hybrid – (Atlanta, GA – 1 day per week in office)
POSITION TYPE: Permanent

Microsoft Dynamics / Power BI Technology Specialist Responsibilities

•    Manage and support CRM and Experience Management initiatives within the firm.
•    Lead CRM deployment activities; strategize, design, and implement data security and access protocols.
•    Act as a technical liaison for CRM and integrated applications.
•    Coordinate data integration across multiple marketing systems including campaign and event management tools.
•    Maintain and update marketing databases with accurate and integrated data (ETL processes).
•    Design, develop, and maintain Power BI dashboards and reports to support marketing performance, CRM adoption, and client engagement analytics.
•    Analyze marketing and CRM data to inform strategies and present data-driven insights through Power BI visualizations and reports.
•    Integrate data from Microsoft Dynamics CRM, marketing platforms, and other internal systems into Power BI datasets.
•    Manage Power BI datasets, refresh schedules, workspace access, and row-level security to ensure data accuracy and compliance.
•    Provide technical support and training to end users on marketing technologies, including Power BI reporting and analytics tools.
•    Monitor product roadmaps and communicate feature updates and implementation plans to stakeholders.
•    Ensure compliance with legal and industry standards across all marketing activities.
•    Collaborate with IT and Marketing teams on change control processes and production releases.
•    Document system configurations, Power BI reports, and data models clearly and consistently.
•    Support additional marketing technology and analytics projects as assigned.

Microsoft Dynamics / Power BI Technology Specialist Required Skills

•    5+ years of experience in the legal industry, specifically supporting CRM and Experience Management systems.
•    Hands-on experience with Microsoft Dynamics CRM, Litera Foundation, or other e-marketing platforms (e.g., Vuture).
•    Experience with Common Data Service (CDS) and Common Data Model (CDM).
•    Hands-on experience developing dashboards and reports using Microsoft Power BI.
•    Strong understanding of data modeling, Power Query, and DAX for reporting and analytics.
•    Familiarity with Microsoft Azure, Power Apps, and related Microsoft technologies.
•    Excellent communication and client service skills.
•    Ability to manage multiple projects with keen attention to detail.
•    Strong problem-solving, analytical, and organizational abilities.

Microsoft Dynamics / Power BI Technology Specialist Preferred Skills
•    Experience with Legal360 CRM platform.
•    Prior success in training and supporting staff in marketing technology and reporting tools.
•    Strong visual data presentation and executive-level reporting capabilities.
•    Experience with Power BI governance, security, and enterprise reporting best practices.
•    Project management skills and working knowledge of Microsoft Office tools.

Synergis is proud to be an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, ethnicity, national origin, religion, age, gender, gender identity, political affiliation, sexual orientation, marital status, disability, military/veteran status, or any other status protected by applicable law.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the requirements of applicable state and local laws, including but not limited to, the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act.
For immediate consideration, please forward your resume to christy.cifreo@synergishr.com
If you require assistance or an accommodation in the application or employment process, please contact us at christy.cifreo@synergishr.com.
Synergis is a workforce solutions partner serving thousands of businesses and job seekers nationwide. Our digital world has accelerated the need for businesses to build IT ecosystems that enable growth and innovation along with enhancing the Total Experience (TX). Synergis partners with our clients at the intersection of talent and transformation to scale their balanced teams of tech, digital, and creative professionals. Learn more about Synergis at www.synergishr.com.