Referenz: AF2620

VP - Salesforce Operations - New York/San Francisco - 225k USD

USA, New York


VP - Salesforce Operations - New York/San Francisco - 225k USD


The ServiceOne team is responsible for assisting our colleagues with operational questions and issues they have throughout the day. This role will be focused on Salesforce product support and delivery for our Wealth Management sales organizations. Key priorities will be increasing user engagement and capabilities of the PWM Salesforce Financial Services Cloud platform. This role will require exceptional communication skills and the ability to work collaboratively with a variety of business stakeholders and Information Services teams.

What you will do as an Vice President, ServiceOne Salesforce Operations
  • Create and maintain a service level agreement for the field for each request
  • Analyze data to report to management
  • Create training sessions with the end users on ongoing basis
  • Managing client pipeline and the engagement from initiation to completion
  • Develop a team of service excellent mindset
  • Assist colleagues with troubleshooting and system navigation issues
  • Identify and implement Salesforce best practices to increase utilization and improve workflows
  • Lead various projects

You could be a great fit if you have:
  • Highly organized with excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • 7 or more years of Salesforce or relevant CRM technology experience
  • 7 or more years of the Financial Services industry
  • Strong management skills
  • Great interpersonal skills. Ability to develop a quick rapport with the caller.
  • Detail oriented with a high degree of accuracy
  • High touch client service approach
  • Ability to manage multiple responsibilities under high pressure

Job Demands:
  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person
  • Must be able to view solutions from the perspective of the of the end-users and clients
  • Must be able to work effectively with and influence business partners

  • PTO + Benefits!
  • Competitive salary + bonuses of up to 25k per year
  • Work life balance
  • Flexible work options