CRM Solutions Manager (Salesforce)

Aperia; Jacksonville (FL); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Health savings account

Vision insurance

401(k) matching

Life insurance

Paid time off

Parental leave

Disability insurance

Fitness membership

Volunteer time off

Job summary

Aperia Solutions is seeking a Senior CRM Solution Manager to optimize Salesforce usage for our B2B customers and onboarding processes. Based in our North American office in Jacksonville, FL, you will drive initiatives, engage stakeholders, and enhance CRM capabilities in a hybrid work setting.

You will lead cross-functional teams, convert business needs into Salesforce-based solutions, and guide the product roadmap while prioritizing budgets and stakeholder value.

Qualifications

• Bachelor's degree in a related field.
• 5-7+ years of Product Management experience (banking or financial services preferred).
• Proficient knowledge of the Salesforce platform to design maintainable solutions.
• Experience in the payments industry is a plus.
• Experience with agile development teams and processes, supported by JIRA, Confluence, or similar tools.

Responsibilities

• Understand business needs from Sales, Marketing, and Operations.
• Design Salesforce-based solutions with UX, Product, and Tech teams.
• Write user stories, process diagrams, and mock-ups; support UAT.
• Define value propositions and prioritize CRM initiatives with stakeholders.
• Assess feasibility and effort with engineering and architects.
• Prioritize backlog, groom backlog, plan sprints, and participate in ceremonies.
• Develop and communicate product vision and roadmap to manage stakeholder expectations.
• Act as CRM SME, identify opportunities for improvements, analyze issues, and propose solutions.
• Collaborate on business cases to obtain budget approval and funding.

Skills

Salesforce expertise

Agile methodologies

Stakeholder management

Product management

Education

Bachelor's degree

Salesforce certifications (preferred)

Tools

JIRA

Confluence

Job description

Join Aperia Solutions, a leader in SaaS solutions for the Payments and Compliance industries. Aperia is a Texas-based fintech and managed consultancy firm that creates custom SaaS applications and other software-based solutions for the payments, banking, and processing industry. Founded in 1999, Aperia offers business intelligence, risk management, compliance, and customer intelligence platforms. With offices in Dallas, Washington DC, and Vietnam, Aperia is a fast-paced, global organization that strives to improve efficiency in compliance, risk, and customer service operations. Aperia’s clients include banks, processors, payment facilitators, merchant service providers, independent sales organizations, and government entities. A career at Aperia promises a great challenge, culture, and opportunities to forge your own path.

Job Description

The Senior CRM Solution Manager is responsible for providing solutions for business needs on the Salesforce platform. You will drive how we use Salesforce to sell to our B2B customers and onboard them. You will work with stakeholders to evaluate existing Salesforce capabilities and identify initiatives to add new capabilities and improve their processes and experience. This role is based in our North American office in Jacksonville, FL and offers a flexible hybrid work environment where you will have a blend of 3 in office days and 2 remote working days in the work week.

Responsibilities

• Work with business stakeholders in Sales, Marketing and Operations to understand their business needs
• Work with stakeholders, User Experience, Product Managers, and Technology to design solutions for business needs on the Salesforce platform.
• Write user stories, create process diagrams and mock-ups to describe the solutions, and collaborate with the development teams to see the solutions through to completion. Support the stakeholders during user acceptance testing.
• Define the value proposition of new initiatives with the stakeholders to effectively prioritize CRM initiatives.
• Collaborate with the engineering teams and architects to assess the feasibility and effort of CRM initiatives.
• Collaborate with the other CRM solutions managers and development teams in prioritization of the backlog, grooming, sprint planning, demos and participate in other agile ceremonies.
• Develop and communicate product vision and roadmap to manage stakeholder expectations.
• Serve as the CRM subject matter expert, helping stakeholders identify opportunities for improvements, analyze complaints and issues, and identify solutions.
• Work with stakeholders to define initiatives and create business cases to obtain approval and funding in our budget planning process.

Skills and Qualifications

• Bachelor's Degree in a related field of study.
• 5-7+ years Product Management experience (banking or financial services experience preferred).
• Proficient knowledge of the Salesforce platform so that you can design solutions on this platform that are easy to maintain and manage.
• Experience in the payments industry is a great plus.
• Experience working with agile development teams and processes, supported by JIRA, Confluence, or similar systems.
• Ability to communicate results to management and in a fast-paced environment.
• Ability to develop, lead and manage large, complex initiatives.
• Salesforce, Product Management or Product Owner certifications preferred, not essential.

Eligibility Requirements

• Must be willing to submit to a background investigation and drug test as part of the selection process.
• This position is not eligible for visa sponsorship. Applicants must have authorization to work in the country without the need for sponsorship.

Job Type

• Full-Time

Schedule

• Monday to Friday

Benefits

• Health insurance
• Health savings account
• Vision insurance
• 401(k) matching
• Life insurance
• Paid time off
• Parental leave
• Disability insurance
• Fitness membership
• Volunteer time off

This job description is not intended to be all-inclusive. An employee may also perform other reasonable related business duties as assigned by their immediate supervisor or management. Principals only.

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