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Our client is seeking a Vice President, CRM & Platforms Lead to own and evolve its Salesforce ecosystem and broader sales enablement technology platform. This individual will play a highly visible role partnering with senior business leaders to drive CRM strategy, user adoption, data quality, reporting, analytics, and technology innovation across the distribution organization.
What You'll Do:
  • Own the strategic roadmap, governance, and administration of Salesforce CRM and related sales enablement platforms
  • Partner closely with Sales, Relationship Management, Marketing, Product, Technology, and Finance teams to identify opportunities for process improvement and technology enablement
  • Drive CRM adoption, usability, and data quality initiatives to improve business outcomes and sales effectiveness
  • Develop and maintain reporting, dashboards, and analytics that support executive decision-making
  • Translate business requirements into scalable platform solutions and enhancement projects
  • Lead sprint planning, backlog prioritization, project execution, and stakeholder communication
  • Collaborate with internal technology teams and external partners to deliver platform enhancements and integrations
  • Leverage AI and automation tools to streamline processes, improve workflows, and enhance user experience
  • Maintain documentation, governance standards, and platform best practices
  • Manage and develop a CRM professional responsible for user support, requirements gathering, testing, and delivery
Qualifications:
  • 7+ years of Salesforce Administration experience within a B2B environment
  • Proven experience owning CRM strategy, platform governance, and roadmap execution
  • Strong understanding of Salesforce architecture, reporting, analytics, and data management
  • Experience partnering with executive stakeholders and translating business needs into technology solutions
  • Background leading cross-functional initiatives and managing multiple priorities simultaneously
  • Salesforce certifications such as Salesforce Administrator, Business Analyst, Platform App Builder, or Platform Developer are highly desirable
  • Experience with Agile methodologies, sprint planning, and backlog management
  • Demonstrated leadership and people management experience preferred
  • Exceptional communication, presentation, and stakeholder management skills Preferred Experience
  • Investment Management, Asset Management, Wealth Management, Capital Markets, or broader Financial Services experience
  • Experience integrating and supporting sales and marketing technology platforms
  • Familiarity with tools such as Salesforce, Marketo, Tableau, Seismic, LinkedIn Sales Navigator, Dialpad, Responsive, Allego, and emerging AI technologies
This is an opportunity to combine strategic leadership with hands-on platform expertise while helping shape the future of a growing commercial technology environment.

Also on the board Same function, level within a rung

Level

Manager

Location

Glens Falls, NY

Occupation

Sales Managers

Industry

Computer Systems Design Services

Posted

2 days ago

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