Ref: a0MaA0000005hvZ.1

Head of Salesforce CRM / Sales Enablement

Job description

a0MaA0000005hvZ.1

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.