Salesforce Transformation Manager, VP

Citi; City Of London; On-site; GBP 100,000 - 130,000; Full time

Job summary

A global financial services company is seeking a Vice President to lead and enhance their Salesforce CRM platform. This role involves working closely with teams to optimize the platform's capabilities, manage data integrations, and deliver training to users. Candidates should have a background in Salesforce administration and project management, complemented by strong analytical and communication skills. The position is based in London.

Qualifications

• Experience as a Salesforce Administrator or Consultant required.
• Certifications in Salesforce mandatory.
• Ability to lead cross-functional transformation projects.

Responsibilities

• Lead cross-functional transformation projects using Salesforce.
• Provide training to Salesforce users.
• Manage data integrations with 3rd party tools.

Skills

Salesforce Administration

Project Management

Analytical Skills

Communication Skills

Interpersonal Skills

Education

Salesforce Certified Administrator

Financial Acumen

Tools

Salesforce

Marketing Cloud

Tableau

Job description

Citi Commercial Bank (CCB) is part of Citi, a leading global financial services company, which has approximately 200 million customer accounts and does business in over 160 countries and jurisdictions. CCB targets clients with revenues between $10M – $3B and supports them with a wide range of financial solutions such as Term and Working Capital Financing, Cash Management, Foreign Exchange, Interest Rate Derivatives and Trade Services.

Overview

We are seeking a dynamic and motivated Vice President level candidate to help deliver the roadmap of our global Salesforce CRM platform, work with users to understand how to best address their needs, and help build and maintain a best-in-class productivity tool for our sales teams. This role is located in London and reports directly to the CCB Global CRM Design & Develop Lead. The Salesforce Solutions Manager will play an integral role in supporting a variety of groups within CCB who rely heavily on the Salesforce CRM platform. Alongside the rest of the team, this person will be responsible for overseeing the configuration, customization, maintenance and day to day operations of the platform. We’re seeking an individual that can find ways to maximize efficiencies by making full use of the platform’s features and benefits.

Responsibilities

• Leading cross-functional transformation projects using Salesforce as the core foundation
• Working with internal stakeholders to create and execute configurations that support business priorities and initiatives
• Providing training to Salesforce users as required, to help expand knowledge and skills across the organization
• Working with the Technology team and other partners to manage data integrations with 3rd party tools
• Developing cross functional process improvements using Salesforce
• Performing regular internal system audits and preparing for upgrades
• Ability to build proof of concepts (POC) using Salesforce and work in partnership with Technology to implement scalable solutions
• Guide Technology teams in utilising standard, out of the box solutions, as opposed to custom built functionalities
• Monitoring and ensuring data quality and integrity

Requirements

• Previous experience as a Salesforce Administrator/Salesforce Consultant
• Certifications: Salesforce Certified Administrator or better (Platform App Builder, Advanced Administrator)
• Experience with Marketing Cloud, Tableau, Omnistudio, Financial Services Cloud or any other Salesforce products a plus
• Knowledge of APEX, Force.com SOQL Triggers and Visual Force Page development a plus
• Excellent organization skills; ability to accomplish multiple tasks with efficiency through prioritization of duties
• Experience leading cross-functional projects
• Excellent verbal and written communications skills
• Proven analytical, critical thinking, and conceptual skills. Financial acumen is a plus
• Excellent interpersonal skills
• Demonstrated ability to synthesize information and drive results with a high sense of urgency
• Ability to work in a large, complex organization
• Able to work independently with minimal direction / supervision
• Exposure/understanding of commercial/corporate banking and associated products would be advantageous

Equal Opportunity

We recognize talent comes from a wealth of experience and ideas beyond just the technical specifications of a role. If you feel like you can make a meaningful impact even if you don’t necessarily check all the listed requirements, please still consider applying. Diversity of experience and skills supplemented with drive are cornerstones to innovation and excellence and we encourage people from all backgrounds to apply to our positions.

Job Details

Job Family Group: Product Management and Development

Job Family: Product Development

Time Type: Full time

Other Details

Most Relevant Skills: Please see the requirements listed above.

Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.