Head of Salesforce CRM / Sales Enablement
a0MaA0000005hvZ.1
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Requirements:
- Bachelor's degree in business, engineering, computer science, data sciences, finance, or related fields.
- Experience in leading CRM, Sales enablement and Sales Data strategy in a global asset management firm (business lines include wealth management and institutional).
- Salesforce Administrator or Advanced Administrator certifications.
- Strong understanding of the Salesforce CRM and related technology landscape, best practices, data architecture design, implementation and integration; ability to leverage experience to deliver analytics and insights to support growth.
- Detailed understanding of the sales business process from lead generation, pipeline management, sales forecasting and client service models.
- Ability to translate business needs and use cases into technical specs and functional requirements.
- Experience working with large datasets from multiple sources, specifically with 3rd party data such as Bright scope, SalesConnect, RIA database, firm level reports, discovery data and data packages.
- Deep understanding of master data management concepts, principles and best practices.
You will :
- Work with key stakeholders to develop and implement and drive adoption of critical tools to enhance sales and marketing effectiveness and productivity. (e.g., Seismic, Cvent, RFP360, Pardot, and PowerBI.).
- Design and implement a data governance and change management process.
- Responsible for oversight of CRM and data management vendor services (e.g., SS&C, Broadridge, Salesforce.com).
- Enhance and manage case management and backlog management protocols.
- Stay current on Salesforce innovation and design, refine and communicate a clear vision of how potential enhancements can be applied to enable sales team execution and deliver solutions that help their sales efforts.
- Collaborate with technology to design an effective data architecture for the sales enablement platform and tools. Drive prioritization for the technology team.