Salesforce BSA

IT TrailBlazers; Boston (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

IT TrailBlazers in Boston is looking for a CRM Manager to champion their Salesforce instance, translating business needs into technical solutions. The ideal candidate will act as a liaison between business units and IT, enhancing tools and training while optimizing sales data in dashboards.

With over 2 years of relevant experience, strong analytical problem-solving skills, and the ability to communicate technical concepts, you will become a trusted resource within the organization.

Qualifications

• 2+ years of relevant experience required.
• Strong problem-solving ability with a focus on tech adoption and results.
• Excellent communication skills for technical and business topics.

Responsibilities

• Act as the voice of the user community for Salesforce tools.
• Create and optimize dashboards for sales management.

Skills

Analytical problem solving

Presentation skills

CRM tool recommendation

Relationship management

Job description

Job Description

Responsibilities

Champion of Intermediary Salesforce instance on behalf of the business. Incumbent will translate business requirements between the business and Information Technology, leveraging his or her knowledge in financial services CRM best practices. This includes recommending and leading enhanced design, tools and training. Individual will recommend CRM tools (development/App Exchange, etc.) that align with firm strategy.

Acts as the "voice " of the user community to ensure tool continually meets firm needs. Includes leading steering committee for ongoing assessment of features with proactive recommendations. As the role sits in the business, the Manager is attuned to the distribution strategy and effectively communicates system benefits for ongoing utilization/adaption.

Partner with Reporting & Analytics team to ensure data is optimized in dashboards to create an environment where Sales Management and Senior Management can reinforce sales practices or coach team(s). Individual will create dashboards, advise management on activity trends and highlight both key performance indicators and leading indicators to optimize sales efficiency.

Ongoing consultative resource for future development of tools that optimize business processes and drive momentum on continued utilization, including onboarding new hires to Salesforce instance. Individual will be known as the go-to, trusted partner that can answer questions in a timely manner.

Qualifications

Relevant Experience Required 2+ years.

Solid analytical problem solver with the ability to drive tech adoption and results, includes strong presentation skills (may present to groups of 50+).

Ability to understand and communicate technology as it relates to the business; may require ongoing product or system certifications.

Experience in providing accurate, timely & responsive services on complex problems. Seen as trusted, go-to resource.

Ability to establish and maintain strong relationships within the department and across business functions.

Ability to communicate technology related information, enhancement options and clearly detail implementation processes to varying audiences.