A Tenth Revolution Group Company

newRef: a0MaA0000005hvZ.1

Head of Salesforce CRM / Sales Enablement

USA, New York

Job description

Head of Salesforce CRM / Sales Enablement



  • Bachelor's degree in business, engineering, computer science, data sciences, finance, or related fields.
  • Experience in leading CRM, Sales enablement and Sales Data strategy in a global asset management firm (business lines include wealth management and institutional).
  • Salesforce Administrator or Advanced Administrator certifications.
  • Strong understanding of the Salesforce CRM and related technology landscape, best practices, data architecture design, implementation and integration; ability to leverage experience to deliver analytics and insights to support growth.
  • Detailed understanding of the sales business process from lead generation, pipeline management, sales forecasting and client service models.
  • Ability to translate business needs and use cases into technical specs and functional requirements.
  • Experience working with large datasets from multiple sources, specifically with 3rd party data such as Bright scope, SalesConnect, RIA database, firm level reports, discovery data and data packages.
  • Deep understanding of master data management concepts, principles and best practices.

You will :
  • Work with key stakeholders to develop and implement and drive adoption of critical tools to enhance sales and marketing effectiveness and productivity. (e.g., Seismic, Cvent, RFP360, Pardot, and PowerBI.).
  • Design and implement a data governance and change management process.
  • Responsible for oversight of CRM and data management vendor services (e.g., SS&C, Broadridge, Salesforce.com).
  • Enhance and manage case management and backlog management protocols.
  • Stay current on Salesforce innovation and design, refine and communicate a clear vision of how potential enhancements can be applied to enable sales team execution and deliver solutions that help their sales efforts.
  • Collaborate with technology to design an effective data architecture for the sales enablement platform and tools. Drive prioritization for the technology team.