Senior Manager, SalesForce CRM Posted May 17
Request Technology - Stephanie Baker , Charlotte, NC
*Bachelor's degree is a must. Candidates can be located anywhere in the East Coast. Open to travel every Monday through Thursday.

Leading global Professional Services Company is seeking a Senior Manager of SalesForce Customer Relationship Management (CRM) to work with the business process and development teams to design, implement and deploy to a wide variety of financial services clients (eg Banking, Insurance, Capital Markets) at the enterprise level.

Candidates for this role should possess knowledge of the capabilities (both functional and technical) and integration capabilities. Candidates should be able to design marketing, sales, and service business processes that align and take advantage of the capabilities. Additionally, the candidate should have the ability to uncover business requirements, and be able to create and effectively demonstrate solutions that address customer requirements and align with the business strategy.

Candidates should have an understanding of Call Centers, Contact Centers or Delivery Centers as well as marketing, sales, and services processes. Candidates should have an understanding of key operational metrics and performance indicators used to manage a Customer Relationship Support environment.

Candidates should possess knowledge of the relationship between a Customer Support environment and other Business units such as Sales, or Back Office. Candidates should have knowledge of one or more key technology enablers used within a Customer Support environment such as Computer Telephony Integration, Portal self-service, Knowledge or Case Management.

SalesForce CRM Senior Manager has the following responsibilities:

Provides solutions to complex business problems for area(s) of responsibility where analysis of situations requires an in depth knowledge of organizational objectives.

Involved in setting strategic direction to establish near term goals for area of responsibility.

Interacts with senior management levels at a client and/or within Company, which involves negotiating or influencing on significant matters.

Interacts with senior management at a client and/or within Company on matters where they may need to gain acceptance on an alternate approach.

Decisions have a major day to day impact on area of responsibility.

Has latitude in decision-making and determining objectives and approaches to critical assignments.

Decisions have a lasting impact on area of responsibility with the potential to impact outside area of responsibility.

Manages large teams and/or work efforts (if in an individual contributor role) at a client or within Company.


Minimum 6 years of experience with one or more of the Financial Services Industries (Banking, Capital Markets, Insurance)

Minimum of 6 years of CRM systems implementation experience in one or more of the financial services industries (Banking, Capital Markets, or Insurance)

Minimum of 5 years of

Project Management experience

Bachelor Degree

Preferred Skill Requirements:

Previous Experience with:

Another leading management consulting firm or internal consulting experience in the home office

Sales, Marketing, Service and Cloud experience certifications

Software system implementation with customer support experience

Call center experience

Understanding of key CRM Business Architectural concepts

Agile and Iterative experience

Professional Skill Requirements:

Strong project management skills with a proven ability to estimate, plan and effectively execute and control projects to deliver agreed upon scope on time within budget

Effective people development skills with a proven ability to coach and grow project team members

Ability to facilitate complex discussions

Strong analytical and problem-solving skills

Exposure to and/or experience in CRM functionality in financial service industries (eg Banking, Capital Markets, Insurance)

Demonstrated experience in one or several of the following: Personal Lines insurance, Small Commercial Lines Insurance, Large Specialty Insurance, Life insurance, Capital markets, Wealth Management, Banking, Domestic Companies and/or Multi-National Companies.

Employment Type: Permanent
Work Hours: Full Time
Other Pay Info: DOE + bonus

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