Salesforce CRM Platform Lead - Sales & Service Cloud

Fidelity Canada; Toronto; Hybrid; CAD 164,000 - 194,000; Full time

Benefits offered by this job

Flexible working arrangements

Health benefits

RRSP contribution

Parental leave top-up

Home office equipment allowance

Volunteer time off

Professional development

Job summary

Fidelity Canada is seeking a Manager, Salesforce (Sales Cloud & Service Cloud) to lead end-to-end delivery and governance of the Salesforce platform in a regulated financial services environment. You’ll drive strategy, oversee a cross-functional delivery team, and ensure reliable operations and regulatory compliance.

You will collaborate with Sales, Client Service, Marketing, and Operations to translate business needs into actionable roadmaps and measurable business value, while managing people,

Qualifications

• Bachelor’s Degree or equivalent working experience in a related field.
• 5+ years CRM Platform delivery and support in a regulated environment.
• 2+ years in technical leadership or direct people management role.
• 5+ years in a leadership role within IT or Operations.

Responsibilities

• Establish and execute an annual Salesforce roadmap aligned to business plans.
• Own intake, prioritization and delivery oversight for enhancements and operational requests across Sales and Service Cloud.
• Lead platform governance, risk, and compliance alignment including access governance and audit readiness.
• Partner with Sales, Client Service, Marketing, and Operations leaders to translate business needs into delivery plans.
• Manage a team and/or vendor partners, capacity planning, and budget where applicable.

Skills

Leadership

CRM platform delivery

Salesforce CRM

Stakeholder management

People management

Change management

Strategic planning

Education

Bachelor’s Degree (Computer Science, Information Systems, Business, Engineering, or equivalent)

Tools

Sales Cloud & Service Cloud

Apex & LWC

Marketo

Adobe

Data Cloud/Tableau

Job description

Fidelity Canada is seeking a Manager, Salesforce (Sales Cloud & Service Cloud) to lead end-to-end delivery and governance of the Salesforce platform in a regulated financial services environment. You’ll drive strategy, oversee a cross-functional delivery team, and ensure reliable operations and regulatory compliance.

You will collaborate with Sales, Client Service, Marketing, and Operations to translate business needs into actionable roadmaps and measurable business value, while managing people,