Applications Manager

The Applications Manager for CRM oversees implementation, maintenance, and optimization of client relationship management systems, primarily Salesforce and related platforms. This role is responsible for configuring CRM solutions to support business development and sales processes, including pipeline tracking, reporting, and system integration. The Applications Manager partners with Marketing, Sales, Finance, and Technology to define requirements, manage vendors, and direct system upgrades. Key duties include maintaining data integrity, driving user adoption, and training. The ideal candidate combines deep Salesforce knowledge, CRM best practices experience, and strong stakeholder engagement to translate business needs into system functionality.

Key Responsibilities:

Planning and Execution

• Technical ownership of CRM applications and business requirements alignment.
• Analyze CRM effectiveness and drive strategies to optimize processes.
• Promote best practices and ensure CRM alignment with other enterprise applications.

Collaboration and Supervision

• Partner with IT and business stakeholders to drive CRM integration.
• Support and guide team members involved in CRM projects.
• Serve as liaison between technical teams, end-users, and vendors.

Operational Management

• Oversee evaluation, configuration, and deployment of Salesforce features and system enhancements.
• Monitor system performance, troubleshoot issues, and optimize reliability and user satisfaction.
• Manage CRM software assets, licenses, and maintain compliance documentation.
• Provide updates to leadership on system performance and project progress.

Process Improvement

• Stay current with Salesforce and CRM technologies to recommend enhancements.
• Lead initiatives to automate and streamline CRM workflows for efficiency and scalability.
• Collaborate with cross-functional teams to align CRM with evolving organizational needs.
• Gather end-user feedback to refine CRM solutions.

Position Requirements

• College degree preferred.
• Salesforce certifications (Administrator, Advanced Administrator, Platform App Builder) strongly preferred.
• Extensive experience managing and optimizing Salesforce and CRM systems, including configuration, customization, and integration.
• Strong understanding of CRM workflows, data management, and reporting.
• Proven skills deploying new Salesforce features and troubleshooting technical issues.
• Knowledge of Salesforce administration, including security and automation tools.
• Experience with data migration, API integrations, and vendor management.
• Ability to develop training and documentation to support CRM adoption.
• Strong project management and organizational skills.
• Excellent communication and problem-solving abilities; able to explain technical concepts to non-technical audiences.
• Familiarity with legal or professional services environments is an asset, but not required.

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