Senior Manager - Business Development & Marketing

JTC Group; Cape Town; On-site; ZAR 800 000 - 1 100 000; Full time

Job summary

A leading financial services firm is seeking a strategic and technically proficient Senior Manager to lead the Salesforce function. This role involves overseeing operations, managing a team, and driving development in collaboration with marketing teams. Ideal candidates should have experience with Salesforce Sales Cloud, strong problem-solving skills, and excellent communication abilities. The position emphasizes user adoption and team collaboration, along with a commitment to fostering an inclusive workplace.

Qualifications

• Hands-on experience with Salesforce Sales Cloud and Financial Services Cloud.
• Proven experience in Salesforce product management.
• Strong understanding of Salesforce architecture and administration.
• Experience leading teams and managing cross-functional projects.
• Salesforce certifications (Administrator, Platform App Builder, Architect, or Consultant).

Responsibilities

• Own and evolve the Salesforce roadmap in partnership with marketing teams.
• Collaborate with the Digital Team for CRM system alignment.
• Troubleshoot complex issues and implement scalable solutions.
• Champion user adoption and training initiatives.
• Provide day-to-day guidance to the BD&M CRM Administrators.

Skills

Salesforce Sales Cloud

Salesforce Financial Services Cloud

CRM Analytics

Salesforce product management

Stakeholder management

Troubleshooting skills

Project management

Communication skills

Report design

Organisational skills

Education

Degree or relevant Salesforce/CRM qualifications

Tools

Salesforce

Pardot

Job description

Overview

Role Overview

We are seeking a strategic and technically proficient Senior Manager to lead the Salesforce function within our Digital Team, supporting the broader Business Development and Marketing (BD&M) function. This role will oversee the day-to-day operations of our Salesforce platform, manage a small team of Salesforce specialists, and drive the roadmap for future development in collaboration with divisional marketing teams.

You’ll be the go-to expert for Salesforce objects including Contacts, Accounts and Opportunities (Enquiries) within BD&M, ensuring the platform is optimised, scalable, and aligned with business goals.

Main Responsibilities

• Own and evolve the Salesforce roadmap in partnership with divisional marketing team leaders, aligning platform development with BD goals and marketing strategies.
• Work collaboratively with the divisional marketing teams to support the delivery of business development and marketing plans where related to CRM.
• Act as the primary liaison between BD stakeholders and the Digital Team with regards to CRM systems.
• Collaborate with the Marketing Automation Team on configuration and integration efforts for Salesforce.
• Collaborate with Pardot / Automation platform leads and other key systems to ensure data integrity and system performance.
• Troubleshoot complex issues and implement scalable solutions.
• Translate business needs into technical requirements.
• Communicate platform capabilities and limitations clearly to non-technical stakeholders.
• Champion user adoption and training initiatives.
• Support with providing ad-hoc CRM reporting.
• In support of the above some travel to other JTC jurisdictions will be periodically required.
• Remain up-to-date with the latest developments in related CRM tools, and best practices, and make recommendations for continuous improvement.
• Adhere to JTC core values and expected behaviours.
• Any other duties as deemed necessary by senior management.
• Manage our dedicated team BD&M CRM Administrators.
• Provide day-to-day guidance, troubleshooting support, and technical leadership.
• Foster a collaborative and high-performing team culture.

Essential Requirements

• Demonstrated hands-on experience with Salesforce Sales Cloud and Financial Services Cloud and CRM Analytics including platform management and strategic planning. Basic understanding of Marketing Cloud and Account Engagement as well as Data Cloud, Agentforce and Einstein.
• Proven experience in Salesforce product management, ideally in a client-side CRM Manager or agency/partner role.
• Strong understanding of Salesforce architecture, administration, and org management.
• Demonstrable experience with Salesforce Analytics (CRMA), including the ability to design and articulate new reports that integrate multiple datasets to deliver actionable insights
• Experience leading teams and managing cross-functional projects.
• Salesforce certifications (Administrator, Platform App Builder, Architect, or Consultant).
• Strong, demonstrable troubleshooting and problem-solving skills.
• Excellent communication and stakeholder management abilities.
• Experience with roadmap development and platform scaling.
• Experience with Salesforce, ideally Salesforce Financial Services Cloud.
• Strong organisational skills with excellent attention to detail, the ability to work to tight deadlines.
• Ability to manage multiple tasks concurrently and prioritise effectively.
• Self-motivated, proactive and a willingness to learn new skills, tools and platforms.
• Demonstrating a genuine interest in CRM management.
• Prior experience in the financial services industry is desirable but not essential.
• Degree or relevant Salesforce / CRM qualifications or certificates.

Our Commitment to Inclusion & Wellbeing

JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.