Overview
On Site
BASED ON EXPERIENCE
Full Time
Skills
CRM PLATFORM
CRM
CUSTOMER RELATIONSHIP MANAGEMENT
ASSET MANAGEMENT
WEALTH MANAGEMENT
FINANCIAL SERVICES
INVESTMENT MANAGEMENT
STRATEGY
ROADMAP
CRM ADOPTION
WORKFLOW IMPROVEMENT
SALESFORCE
Job Details
Our client, an asset management firm located in NYC is currently hiring a Head of Sales Enablement to lead and manage the Salesforce Platforms under Global Institution, Private Wealth and Intermediary Retail Distribution. 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, .
The Head of Sales Enablement will oversee a global team of Salesforce Administrators and data analysts, ensuring day-to-day support for users, maintaining data integrity, delivering platform improvements, providing training, and driving adoption. You will collaborate with business stakeholders, IT teams, and analytics groups to develop and execute a strategic roadmap for the platform, while managing key initiatives and driving adoption to align CRM solutions with business objectives. This role involves driving strategic evolution, operational excellence and adoption of the CRM Platform, which is used across sales, client services, marketing, management, and analytics teams. The ideal candidate will possess proven leadership capabilities, knowledge of Asset Management, and a working understanding of Salesforce configuration and administration.
Responsibilities
REQUIREMENTS
Salary 170 220k (Our client is willing to flex for the right candidates)
The Head of Sales Enablement will oversee a global team of Salesforce Administrators and data analysts, ensuring day-to-day support for users, maintaining data integrity, delivering platform improvements, providing training, and driving adoption. You will collaborate with business stakeholders, IT teams, and analytics groups to develop and execute a strategic roadmap for the platform, while managing key initiatives and driving adoption to align CRM solutions with business objectives. This role involves driving strategic evolution, operational excellence and adoption of the CRM Platform, which is used across sales, client services, marketing, management, and analytics teams. The ideal candidate will possess proven leadership capabilities, knowledge of Asset Management, and a working understanding of Salesforce configuration and administration.
Responsibilities
- Build and maintain relationships with key business stakeholders to understand priorities, needs, and opportunities for enablement and to improve the seller experience and user experience
- Lead and Manage a global team of Salesforce Administrators (6) and data analysts (3) that 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 workflow improvements
- Oversee Salesforce platform changes, including updates, enhancements, workflow changes; Partner with our CRM IT team to ensure technical support for the platform and deliver on change initiatives
- Collaborate with Business Analytics, Sales Data Management, Enterprise Data Governance teams to ensure proper data governance and usability of captured data for analytics purposes
- Stay informed of CRM best practices, industry trends, updates to Salesforce, the CRM vendor landscape, and sales technology advances
- Develop business cases for initiatives in collaboration with business stakeholders, CRM team, and IT. Propose innovative solutions, evaluate vendors, and make informed build-versus-buy recommendations and decisions
- Design and implement a strategic roadmap for the Salesforce platform, ensuring alignment with business objectives; Serve as a project manager for key initiatives delivering measurable outcomes
- Define and maintain streamlined processes for ad hoc requests, ongoing data management, issue resolution, and change management to ensure operational efficiency
- Manage third-party data integrations (e.g., DST, Broadridge) to ensure seamless workflows for the intermediaries business
- Establish and monitor metrics to measure platform adoption and CRM team servicing levels. Develop KPIs to drive continuous improvement and user satisfaction
REQUIREMENTS
- Minimum of 8 years of direct experience with Salesforce platform with expert proficiency in administrative processes and architectural constructs; Certifications such as ADM201 and ADM211 are preferred
- Prior experience in Financial Services (5-10 years), preferably within Asset Management, with a solid understanding of institutional, intermediary, and/or wealth management businesses
- 3 5 years of direct managerial experience; managing global teams would be a plus
- Ability to balance technical CRM capabilities (e.g., configuration, reporting, integrations) with business-focused solutions that drive commercial outcomes.
- Strong data management skills, including automated batch processes and governance.
- Familiarity with analytics and dashboarding tools; Tableau is a plus.
- Strong project management and program management experience, with proficiency in platforms such as Azure Dev/Ops, Jira, Trello, or similar agile project management platform is preferred
- Demonstrated ability to integrate diverse challenges and ideas from multiple industries or disciplines, uncovering fresh perspectives and delivering innovative solutions
- Proven success in engaging with both technical/analytical and business professionals, with the ability to translate complex insights into clear, actionable recommendations for non-technical stakeholders
Salary 170 220k (Our client is willing to flex for the right candidates)
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.