Platform Lead - Business Applications

Arendt Investor Services (AIS) is the investor services’ arm of Arendt. We help clients to efficiently run the operational side of their business, bringing peace of mind to investors. Equipped with the latest technology, our 300 experts provide clients with an integrated suite of fund and corporate services, delivered to the highest market standards.

Our services complement Arendt’s legal expertise and regulatory & consulting services. We are a Professional of the Financial Sector (PFS) supervised by the CSSF and ISO 22301 certified.

The experts at AIS and AManco provide clients with: Corporate Services, Fund Administration Services, Governance Services, Operational AML & Compliance Services, Tax Compliance Services, Depositary Services, as well as Third Party AIFM Services (provided by AManco S.A.).

Given the ongoing development of AIS, we are currently recruiting:

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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, …

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 (preferably Microsoft Dynamics 365), document management tools (preferably SharePoint Online), and Microsoft PowerApps.

• Experience in requirements prioritisation, user journey design, and business readiness activities within a regulated environment.

• Fluency in English is required; proficiency in French is highly desirable.

• Drive business readiness activities including training coordination, documentation availability, and stakeholder sign-off ahead of go-live.

• Monitor and support user adoption of the client portal, Microsoft Dynamics 365 Customer Service, and SharePoint Online across service lines.

• Capture lessons learned and refine the business requirements backlog and user journey designs for subsequent delivery cycles.

• Consolidate functional ownership across Microsoft PowerApps and Client Portal, ensuring alignment with the broader client portal roadmap.

#AIS

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Within Arendt, we uphold high standards. Our professionals work with clients on engaging projects, empowered from the start. With a strong local presence in Luxembourg and international reach, we support and train our team members to thrive in a culture of excellence. Specialised teams ensure the right skills are available, allowing for a focus on added value. Our leaders are approachable, providing support and mentoring.

We offer a vibrant social life with numerous events, embracing sports and art, our culture encourages openness and discovery beyond the professional realm. With over 50 nationalities represented, Arendt is committed to the well-being of its staff, serving the best interests of its clients, protecting the environment, and supporting education.

Arendt promotes equal opportunities and value each employee for what they bring to the community. For more information, please refer to our diversity and inclusion policy on our website.

Interested?

If you are interested in this job opportunity, we are looking forward to receiving your application.
All applications will be treated confidentially.

Please be aware that the selected candidate will be required to provide a criminal record (or certificate of good conduct).

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