Engagement Delivery Director - Financial Services

Greg's List - DC; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading company in the CRM space is seeking an Engagement Delivery Director to drive customer outcomes and lead enterprise projects. This role requires strong leadership and project management skills with a focus on delivering high-quality results on time and within budget. The ideal candidate will have over 10 years of experience in managing complex programmes and possess excellent interpersonal skills.

Benefits

Wellbeing reimbursement

Generous parental leave

Adoption assistance

Fertility benefits

Qualifications

• 10+ years in Programme Management leading complex programmes.
• Outstanding interpersonal and communication skills.
• Experience managing financial services and programmes.

Responsibilities

• Lead the programme team and ensure strong communication channels.
• Manage project deliverables and ensure on-time, on-budget delivery.
• Facilitate requirements gathering and assist with crafting documentation.

Skills

Leadership

Communication

Project Management

Interpersonal Skills

Education

Degree or equivalent relevant experience

Tools

Project Management Methodologies

Job description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Customer Success

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Department Description

Salesforce Professional Services focuses on delivering strategic engagements that define transformational opportunities and articulate clear plans for execution of change programs. We rely on our team’s expertise and specialisms to engage with executive-level customers to agree on specific business goals and actions to ignite the full value of Salesforce.

Our approach considers people, process, and technology — and a successful engagement includes recommendations to the business for change to support deeper, more relevant use of the Salesforce platform.

Are you passionate about Customer Success and would you like to work at the forefront of Digital Innovation at one of the most exciting CRM companies?

Role Description

Salesforce Professional Services is seeking an Engagement Delivery Director who shares our vision of bringing the power of cloud computing to enterprises. Engagement Delivery Directors are driving successful customer outcomes with our implementations and lead and run more complex, enterprise and strategic work.

Your Impact

• Serve as the overall Leader of the programme team and exhibit excellent leadership skills, ensuring strong communication channels, giving clarity, motivation and direction to the team throughout the engagement
• Be the primary customer interface and perform programme (and project management activities where necessary) that ensures adherence to Salesforce methodology and project gates and governance
• Build and lead programme and plans; supervise and review progress and timelines; adjust schedules and plans as needed; ensure on time and on budget delivery of programmes and projects and identify and resolve issues to ensure project success
• Supervise utilisation of resources in alignment with resource allocation and budget. This includes on time entry and approvals for project timesheets
• Facilitate requirements gathering and assist with crafting project deliverables, and Salesforce documentation as needed
• Being an extension to the account team to extend the Salesforce footprint

Basic qualifications

• + 10 years in Programme Management leading complex programmes of work, with direct responsibility for running teams including teams of Project Managers
• Experience and knowledge of managing financial services and / or programmes
• Ownership / experience of Strategic Governance Frameworks and Risk Management
• Proven history of delivering high quality results on schedule and within budget
• Outstanding and effective interpersonal skills; along with strong communication skills both verbal and written.
• Ability to work effectively in a fast paced, high energy, team-oriented environment
• Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
• Available to be onsite with customers as needed (typically two days per week)

Preferred qualifications

• Project Management Methodology Certification such as Prince, PMP, SAFe, Scrum
• Consulting experience through a system integrator or software vendor
• Experience managing Salesforce implementations
  

Benefits and Perks

Check out our benefits site (https://salesforcebenefits.com/international.html) that explains our various benefits, including wellbeing reimbursement, generous parental leave, adoption assistance, fertility benefits, and more.

Visit for the full breakdown!

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.