confidentialNew York, NY
Vice President, CRM & Platforms Lead
Vice President, CRM & Platforms Lead
Vice President, CRM & Platforms Lead
confidentialNew York, NY
yesterday
Sales ManagersComputer and Information Systems ManagersFirst-Line Supervisors of Non-Retail Sales Workers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesComputer Systems Design Services
Apply for this role (opens in a new tab)Vice President, CRM & Platforms LeadAbout the Company Well-regarded investment management company IndustryFinancial Services TypePublic Company Founded1986Employees201-500 Categories FinanceInvestment Management Consulting & Professional Services Real Estate Investment Trusts Specialtiesreal estatereal assetspreferred securitieslisted infrastructuremlps and midstream energyand natural resource equities
About the Role:
The Company is seeking a Vice President, CRM & Platforms Lead to spearhead the development and management of a distribution innovation stack, with a primary focus on Salesforce CRM and emerging technologies. This senior role is pivotal in creating and maintaining a strategic roadmap for CRM and other platforms, monitoring system usage, and identifying opportunities for business development. The successful candidate will be responsible for providing training on best practices, building platform-related reporting and analytics, and collaborating with cross-functional teams to ensure the successful delivery of system enhancements. A key aspect of the role is to act as a thought partner to the Head of Sales Enablement and the Distribution COO, with a strong emphasis on usability, adoption, and analytics impact. Applicants must have a minimum of 7 years' experience in B2B Salesforce administration, with a preference for those with a background in the asset management industry. The role requires a candidate with a strong technical understanding, including data architecture, and the ability to translate technical issues into business requirements. Experience in integrating marketing automation tools and a range of industry software and tools for sales and marketing is essential.
The ideal candidate will have:
Salesforce Certified Administrator certification, as well as other relevant Salesforce certifications, and a proven track record of effectively leading and managing people. Excellent interpersonal and communication skills, along with a commitment to inclusive behaviors, are also necessary for this position. Hiring Manager TitleSenior Vice President, Head of Sales Enablement FunctionsInformation Technology
Also on the board Same function, level within a rung
Level
Manager
Location
New York, NY
Occupation
Sales Managers
Industry
Portfolio Management and Investment Advice
Posted
yesterday