Salesforce CRM Platform Lead

Macquarie Group; Houston (TX); Hybrid; USD 80,000 - 100,000; Full time

Job summary

Macquarie Group in Houston seeks a contractor to manage and enhance their CRM platform. You will serve as the key link between users and tech teams, ensuring efficient operations and supporting client onboarding and transactions.

Candidates should have over 5 years of Salesforce experience, strong troubleshooting skills, and a proactive approach to platform optimization. This role requires 4 days a week in the Houston office, providing a vibrant collaborative environment.

Qualifications

• 5+ years of experience with Salesforce or a comparable CRM platform.
• Ability to troubleshoot complex issues and manage priorities.
• Experience with client onboarding and transaction lifecycle support.

Responsibilities

• Manage day-to-day operations and enhancements of the CRM platform.
• Oversee platform backlog and prioritize work based on business impact.
• Identify opportunities to improve processes and increase efficiency.

Skills

Salesforce administration

Troubleshooting complex platform issues

Stakeholder management

Proactive and outcome-focused

Job description

Our team delivers and supports critical client relationship management capabilities that enable client onboarding, deal execution, and ongoing client servicing. We work closely with business and technology teams to ensure our CRM platform operates effectively, supports business priorities, and continues to evolve to meet changing needs. By combining operational excellence with continuous improvement, we help drive efficient workflows, data integrity, and a seamless user experience across the platform.

While Macquarie offers hybrid working for many of our roles, this role does require 4 days a week in our advertised location.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value.

What role will you play?

As a 12‑month contractor you will take ownership of the day‑to‑day operation and ongoing enhancement of our CRM platform, ensuring it effectively supports business‑critical processes and delivers a reliable experience for stakeholders. Acting as a key link between business users and technology teams, you will manage platform priorities, resolve complex issues, and balance operational support with strategic improvement initiatives. You will oversee the platform backlog, prioritizing work based on business impact and urgency while maintaining continuity for activities that support client onboarding, transaction execution, and client servicing. You will identify opportunities to improve processes, optimise platform performance, and increase automation, helping the business operate more efficiently and effectively. Reporting to the CRM Product Owner, you will work closely with business stakeholders, technology teams, and delivery partners to drive outcomes that support business growth and operational excellence during your contract.

What You Offer

• 5+ years of experience administering and supporting Salesforce or a comparable enterprise CRM platform, including system architecture, workflows, approval processes, and data management
• Proven ability to troubleshoot complex platform issues, manage priorities, and coordinate resolution across business and technology teams
• Experience supporting client onboarding, transaction lifecycle, client servicing, or other business‑critical operational workflows
• Strong stakeholder management and communication skills, with the ability to translate technical concepts into practical business outcomes and influence decision‑making
• Proactive and outcome‑focused approach with a strong sense of ownership, experience managing data quality and governance processes, and a commitment to continuous improvement and platform optimisation

We are committed to providing an inclusive environment for all that values and respects different experiences, skillsets and perspectives. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance. We provide reasonable accommodation to individuals who may need support during the recruitment process and employment. If you require an accommodation, please let us know during the application process.