About Us
Oxane Partners is a technology-driven solutions provider to the private credit markets. Our solutions transform the way investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes. Our collaborative engagement approach helps our clients evaluate more opportunities faster and better manage their existing investments while still maintaining the rigor of their investment process. Our solutions manage over $800 billion of notional for 100+ clients including 20 of the top 30 global investment banks, 10 of the top 15 global private credit investment firms, 5 of the top 10 global private equity firms, and 10 of the top 25 alternative asset managers. Founded in 2014 by former credit traders from Deutsche Bank, Oxane Partners has grown to a team of 600+ highly skilled financial analysts and technology experts. Oxane Partners is headquartered in London and has additional offices in New York, Gurgaon, and Hyderabad.
Key Areas of Responsibility2. Stakeholder Management3. User Adoption & Process Optimization4. Dashboarding, MIS & Business InsightsIdeal Candidate Profile
- CRM Ownership & Product Management
- Own and govern Microsoft Dynamics 365 Sales and Customer Engagement (CE) as the single source of truth for commercial teams.
- Gather business requirements and translate them into CRM enhancements, user stories, and feature improvements.
- Prioritize development initiatives based on business objectives and user feedback.
- Drive continuous improvement of CRM processes, workflows, and integrations across business systems.
- Partner with Sales, Marketing, Client Success, Leadership, and Operations teams.
- Act as the primary business stakeholder for CRM-related initiatives.
- Align cross-functional teams and manage expectations throughout project lifecycles.
- Increase CRM adoption and utilization across commercial teams.
- Develop training materials, user guides, and best-practice frameworks.
- Lead change management activities for system enhancements and new feature rollouts.
- Optimize lead management, opportunity management, account management, and client engagement processes.
- Ensure data quality, reporting consistency, and alignment with business operations.
- Define and track commercial KPIs with leadership teams.
- Enhance pipeline reporting, sales forecasting, account intelligence, and activity tracking.
- Build executive dashboards and recurring MIS reports.
- Establish data quality controls and exception reporting.
- Convert business and leadership requirements into actionable analytics and reporting views for sales reviews, campaign tracking, forecasting, and board-level reporting.
- Experience with Microsoft Dynamics 365 Sales/CRM.
- Strong stakeholder management and business partnering skills.
- Expertise in CRM process design, sales operations, and change management.
- Knowledge of reporting, dashboards, MIS, and commercial analytics.
- Ability to bridge business requirements and technology solutions.
- Strong project management and problem-solving capabilities.
Requirements
Qualifications
- 4-7 years of experience working with Microsoft Dynamics 365 Sales and Customer Engagement (CE) environments.
- Prior experience in B2B SaaS, Financial Services, FinTech, Private Credit, Banking, or Capital Markets organizations.
- Exposure to Sales Operations, Revenue Operations, Commercial Processes, Legal Workflow Tracking, and Client Lifecycle Management.
- Demonstrated experience in driving CRM adoption programs across large and diverse user groups.
- Strong documentation, business analysis, and process-mapping capabilities.
- Excellent stakeholder management, communication, and change management skills.
- Strong analytical and problem-solving abilities, with experience in reporting and dashboarding.
- Microsoft certifications in Dynamics 365, Power Platform, or related technologies are preferred.
