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
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