Role OverviewThe CRM Manager will oversee the Implementation Specialists team, managing the architecture of multiple customized instances of Salesforce with a Practifi overlay. They will work directly with technology leadership to ensure quality customization and administration work on the Dynasty CRM Platform.
What You Will Do
The candidate will supervise and mentor the CRM Implementation Specialists, provide guidance and support to ensure successful project execution, and manage work between multiple resources for weekly sprints. They will also oversee complex system conversion projects and new integration implementation, coordinate with 3rd-party developers, and ensure all technical deliverables are comprehensive and align to the scope of the project.
Why It Might Be a Fit
A successful candidate must be able to work and communicate effectively with Product, Engineering, and Client Success teammates, and be adept at collaborating with 3rd-party technology vendors. They will also need to provide strategic recommendations for system improvements and new features, and translate business requirements into implementation work.
Requirements
- 5+ years of hands-on Salesforce experience
- Experience supporting customized or multi-instance Salesforce environments
- Direct experience with Practifi, Salesforce Financial Services Cloud, or a comparable financial services platform built on Salesforce
- Experience designing CRM solutions around real end-user workflows
- Experience leading the work of Salesforce administrators, implementation specialists, engineers, or outside development partners
- Proven ability to deliver client-facing CRM implementations on committed timelines
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