The role includes managing a team of project managers, system analysts, and SF specialists, while ensuring high quality delivery, user adoption, and continuous improvement of organizational processes.
Responsibilities:
• Lead and manage the CRM team, including coaching, professional development, task allocation, and performance oversight.
• Full ownership of the Salesforce platform: requirements definition, configuration, upgrades, integrations, and user enablement.
• Analyze complex business processes and translate them into effective, scalable system solutions.
• Collaborate with senior internal stakeholders: needs assessment, prioritization, expectation management, and partnership building.
• Oversee delivery quality, workflows, and execution across the CRM / IT systems team.
• Drive process improvement through automation, standardization, and digital innovation.
• Work with Agile and Waterfall methodologies, including management of external vendors and implementation partners.
• Apply strong business understanding of financial / capital markets environments and relevant regulatory requirements within CRM platforms.
Requirements:
• At least 5 years of experience in business analysis and/or project management within Salesforce environments.
• At least 3 years of experience managing a professional team
• Hands on expertise with Salesforce: implementation, configuration, and system ownership
• Experience working with internal customers in large or regulated organizations
• Strong business acumen and ability to translate business needs into technical solutions.
• Experience leading cross organizational projects in Agile environments — advantage.
• Strong leadership, communication skills, and a holistic systems mindset.
