Client Systems Manager

Franklin Fitch; Boston (MA); Hybrid; USD 200,000 - 260,000; Full time

Benefits offered by this job

Excellent benefits

Hybrid work model

Job summary

Franklin Fitch is seeking a Client Systems Manager to lead the evolution of client-facing platforms, including Salesforce CRM and distribution technology, in a hybrid Boston environment.

The role partners with senior Sales, Marketing, and Distribution stakeholders to shape strategy and roadmaps, driving innovations in AI, automation, and real-time engagement to improve client experiences and sales productivity.

Qualifications

• Significant experience leading enterprise CRM and client engagement platforms.
• Deep Salesforce expertise, ideally in complex, customer-centric environments.
• Strong understanding of Sales, Distribution, Marketing, or Client relationship workflows.
• Ability to influence and partner with senior business stakeholders.
• Track record of driving innovation and business transformation through technology.
• Experience managing technology teams, or strong leadership capability within a player-coach environment.
• Knowledge of SaaS ecosystems, integrations, data platforms, and modern software delivery practices.

Responsibilities

• Own the strategy, roadmap, and delivery of client and distribution technology platforms.
• Serve as the primary technology partner to Sales, Marketing, and Client Relations teams.
• Lead the ongoing evolution of a large-scale Salesforce environment.
• Drive innovation around client segmentation, engagement scoring, and customer intelligence.
• Develop real-time client and prospect engagement capabilities, alerts, and workflow automation.
• Partner with business leaders to identify opportunities for technology-enabled growth.
• Manage and develop a team of engineers and technical specialists.
• Oversee third-party technology partners and vendor relationships.
• Ensure operational stability, governance, compliance, and platform excellence.
• Champion the adoption of AI-enabled capabilities across client-facing workflows.

Skills

Leadership

Strategic thinking

Stakeholder management

Change & transformation

Team development

SaaS ecosystem knowledge

Client engagement

Tools

Salesforce

Job description

Client Systems Manager | Salesforce, CRM & Distribution Technology | Boston (Hybrid) | $200,000 - $260,000 Base + Bonus + Excellent Benefits

Our client is a highly regarded global investment organisation experiencing significant growth across its asset management and ETF businesses. As part of a broader investment in technology, digital marketing, and generative AI capabilities, they are seeking a Client Systems Manager to lead the evolution of a critical client and distribution technology ecosystem.

This is a unique opportunity for a commercially minded technology leader to partner directly with senior Sales, Marketing, and Distribution stakeholders while owning the strategy and roadmap for client-facing platforms including Salesforce CRM, sales enablement technologies, client engagement tools, and digital client experiences.

The Opportunity

Reporting into senior technology leadership, you will act as the principal technology partner to the commercial organisation, helping shape how client data, engagement insights, and technology capabilities drive distribution effectiveness and business growth.

This role goes beyond traditional application management. We are seeking someone who can challenge stakeholders, introduce innovative ideas, and leverage modern technologies including AI, automation, and advanced CRM capabilities to improve client engagement and sales productivity.

Key Responsibilities

• Own the strategy, roadmap, and delivery of client and distribution technology platforms
• Serve as the primary technology partner to Sales, Marketing, and Client Relations teams
• Lead the ongoing evolution of a large-scale Salesforce environment
• Drive innovation around client segmentation, engagement scoring, and customer intelligence
• Develop real-time client and prospect engagement capabilities, alerts, and workflow automation
• Partner with business leaders to identify opportunities for technology-enabled growth
• Manage and develop a team of engineers and technical specialists
• Oversee third-party technology partners and vendor relationshipsEnsure operational stability, governance, compliance, and platform excellence
• Champion the adoption of AI-enabled capabilities across client-facing workflows

What We're Looking For

• Significant experience leading enterprise CRM and client engagement platforms
• Deep Salesforce expertise, ideally in complex, customer-centric environments
• Strong understanding of sales, distribution, marketing, or client relationship workflows
• Ability to influence and partner with senior business stakeholders
• Track record of driving innovation and business transformation through technology
• Experience managing technology teams, or strong leadership capability within a player-coach environment
• Knowledge of SaaS ecosystems, integrations, data platforms, and modern software delivery practices

Particularly Interesting Backgrounds

We are especially interested in individuals currently working within:

• Asset Management
• Wealth Management
• Investment Platforms
• Customer Engagement and Marketing Technology Organisations

Why Apply?

• Highly visible role partnering directly with commercial leadership
• Opportunity to shape the future of client engagement and distribution technology
• Significant investment in AI and digital transformation initiatives
• Strong organisational growth story
• Collaborative and innovation-focused culture
• Genuine ​ ​​ ​ ​ ​“ In C??…??…