Salesforce CRM Manager

Mason Blake; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Salesforce CRM Manager to spearhead their global CRM strategy. This newly created role is pivotal for the firm’s digital transformation, focusing on the Salesforce platform and driving excellence in CRM practices. The successful candidate will collaborate with various business areas, providing leadership and vision while managing relationships with senior management. With a strong emphasis on project management and customer-centric strategies, this role offers an exciting opportunity to shape the future of the firm's CRM initiatives. If you have a passion for technology and a background in investment management, this could be the perfect fit for you.

Qualifications

• Extensive knowledge of Salesforce is essential.
• Experience in investment management is crucial.

Responsibilities

• Define and agree on the CRM platform strategy with all business areas.
• Lead a global CRM Working Group and maintain senior management relationships.

Skills

Salesforce CRM

Pardot

Project Management

Customer Centric Approach

Investment Management Experience

Tools

Salesforce Suite

Job description

A global investment management firm is hiring for a Salesforce CRM Manager in a newly created role in the business. This is a key hire for the firm’s digital strategy over the next year.

This role reports into the Head of Marketing Communications and is responsible for managing and developing the firm’s global CRM strategy following the launch of the global Salesforce platform.

Key responsibilities:

1. Work with all business areas to define and agree the CRM platform (Salesforce) strategy
2. Provide vision, leadership and advance the business and user requirements
3. Support and accelerate the firm as a global centre of excellence for Pardot and Salesforce Suite
4. Maintain relationships with senior management in all business areas
5. Develop annual budgets and plans for the support and development of the CRM Platform
6. Lead a global CRM Working Group

Our client is looking for a candidate with experience in supporting the Distribution business and driving a CRM strategy throughout the firm. Project management skills and a customer centric approach are ideal.

Extensive knowledge of Salesforce and in-house investment management experience are essential for this role.