Salesforce Product Manager
4 weeks ago
Our client, an asset management firm located in NYC is currently hiring a CRM Product Manager. This is a full-time position located in Midtown, Manhattan and is hybrid (3 days on site). Those authorized to work in the U.S. without sponsorship will be considered. We are not able to sponsor at this time. Qualified candidates should send their resume (Word Format) along with pay rate requirements to Daniel Midoneck, daniel@velocitysgi.com .
The CRM Product Manager is responsible for owning the Salesforce.com platform supporting their global Institutional and Intermediary (Retail) business lines. The platform is used by 700 staff across sales, client services, marketing, management, and analytics teams. The CRM Product Manager will be responsible for the continual evolution, support, and promotion of the CRM platform to drive commercial outcomes for these teams and the firm.
Responsibilities
- Build and maintain relationships with key business stakeholders to understand priorities, needs, and opportunities for enablement
- Lead a global team of Salesforce Administrators and data analysts who provide day to day support for users, run ongoing processes to ensure data integrity of the platform, provide new joiner and ongoing training, and deliver improvements.
- Partner with our CRM IT team to ensure technical support for the platform and deliver on change initiatives. Partner with Business Analytics, Client Data teams to ensure proper data governance and usability of captured data for analytics purposes.
- Stay abreast of CRM best practices, industry trends, updates to Salesforce, the CRM vendor landscape, and sales technology advances.
- Collaborate with the CRM team and IT to propose solutions, evaluate vendors, make build vs buy recommendations and decisions.
- Develop a strategic roadmap for the platform and take overall responsibility for delivering to the roadmap. Act as a direct project manager for certain key initiatives.
- Define and ensure smooth ongoing processes for ad hoc requests, ongoing data management, issue resolution, change management.
- Establish metrics and measure progress towards increasing adoption. Establish KPIs and metrics around CRM team servicing levels.
- Expert proficiency in Salesforce.com administrative processes and architectural constructs
- Strong data management skills, experience with automated batches, data management processes
- Very strong project and program management experience - Azure Dev/Ops, Jira, Trello, or similar agile project management platform experience preferred; demonstrated ability for managing ongoing operational support for a platform
- ble to connect seemingly unrelated questions, problems, or ideas from different industries or fields to deliberately assemble new perspectives or realign those of others and the organization; demonstrate curiosity, take initiative to identify problems, offer creative solutions
- bility to manage analytic/technical and also business professionals successfully and communicate analytic results to non-technical partners
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