AI Solutions Architect - CRM & AI Integration

Weekday AI

This role is for one of Weekday’s clients)

Min Experience: 15+ years
Location: Pune, Bengaluru
JobType: full-time

We are seeking an experienced AI Solutions Architect to lead the design and delivery of AI-enabled CRM solutions. This role sits at the intersection of business strategy, CRM platform architecture, and applied AI — requiring someone who can partner effectively with business stakeholders, Microsoft, and internal architecture teams to deliver scalable, enterprise-grade solutions.

The ideal candidate brings deep hands-on experience with Microsoft Dynamics 365, combined with a strong understanding of AI/ML architecture and how it can be embedded into CRM and sales workflows. Candidates without direct Dynamics experience but with strong Sales AI expertise (conversation intelligence, AI-driven sales tools, forecasting/scoring engines) will also be considered.

Requirements

Key Responsibilities

Partner with business stakeholders to translate strategic goals into CRM + AI architecture.
Act as the primary technical liaison with Microsoft, aligning on platform capabilities and roadmap.
Collaborate with enterprise architecture teams to ensure compliance with standards, security, and integration patterns.
Design and oversee delivery of AI-driven CRM capabilities, including:

AI-powered lead scoring and prioritization.
Conversational AI / Copilot integrations.
Generative AI for customer insights (Azure OpenAI Service).
Intelligent sales forecasting (Azure Machine Learning pipelines).
Next-best-action recommendations for sales/service reps.
Customer 360 / unified data architecture across Dynamics 365, Power Platform, Dataverse, and external systems.
AI-assisted customer service (case routing, sentiment detection, resolution suggestions).
Agentic workflows orchestrated via Dynamics 365, Power Automate, and Azure AI services.

Define architecture patterns, data flows, and governance standards for secure, scalable AI solutions.
Lead technical design sessions and produce clear architecture documentation.
Evaluate build-vs-buy trade-offs between native CRM AI features and custom AI/ML development.
Guide implementation teams through delivery, testing, and rollout.

Required Qualifications

15+ years of overall IT experience, with strong CRM platform expertise.
Hands-on experience with Microsoft Dynamics 365 (preferred).
Proven track record architecting and deploying AI/ML solutions in enterprise applications.
(If Dynamics 365 not present) Demonstrated Sales AI experience — conversation intelligence, predictive scoring, forecasting tools.
Strong knowledge of enterprise data architecture, integration patterns, and governance.
Excellent communication and stakeholder management skills.

Preferred Qualifications

Microsoft certifications (Dynamics 365, Azure AI Engineer, Power Platform).
Hands-on with Microsoft’s AI stack: Copilot Studio, Azure OpenAI Service, Power Platform AI Builder, Dataverse.
Familiarity with enterprise architecture frameworks (e.g., TOGAF).
Experience with Power Automate and low-code/no-code orchestration tools.
Background in sales or customer service operations.

Must-have skills

CRM Integration, Microsoft Dynamics 365

Good-to-have skills

AI/ML, solution architect