Client Systems Manager

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

Job summary

Franklin Fitch is seeking a Client Systems Manager in Boston (Hybrid) to lead the evolution of the client and distribution technology ecosystem, including Salesforce CRM and related engagement tools. You will partner with Sales, Marketing, and Distribution stakeholders to define strategy and delivery.

Reporting to senior technology leadership, you will drive innovation with AI-enabled capabilities, manage a team of engineers, and ensure governance, scalability, and performance to support growth

Qualifications

• Significant experience leading enterprise CRM and client engagement platforms
• Deep Salesforce expertise in complex 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

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 relationships
• Ensure 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