VP of CRM & Platforms

Our client is seeking a Vice President, CRM & Platforms Lead to own and evolve its Salesforce ecosystem and broader sales enablement technology platform. This individual will play a highly visible role partnering with senior business leaders to drive CRM strategy, user adoption, data quality, reporting, analytics, and technology innovation across the distribution organization.

The following information aims to provide potential candidates with a better understanding of the requirements for this role.
What You'll Do• Own the strategic roadmap, governance, and administration of Salesforce CRM and related sales enablement platforms• Partner closely with Sales, Relationship Management, Marketing, Product, Technology, and Finance teams to identify opportunities for process improvement and technology enablement• Drive CRM adoption, usability, and data quality initiatives to improve business outcomes and sales effectiveness• Develop and maintain reporting, dashboards, and analytics that support executive decision-making• Translate business requirements into scalable platform solutions and enhancement projects• Lead sprint planning, backlog prioritization, project execution, and stakeholder communication• Collaborate with internal technology teams and external partners to deliver platform enhancements and integrations• Leverage AI and automation tools to streamline processes, improve workflows, and enhance user experience• Maintain documentation, governance standards, and platform best practices• Manage and develop a CRM professional responsible for user support, requirements gathering, testing, and delivery
Qualifications• 7+ years of Salesforce Administration experience within a B2B environment• Proven experience owning CRM strategy, platform governance, and roadmap execution• Strong understanding of Salesforce architecture, reporting, analytics, and data management• Experience partnering with executive stakeholders and translating business needs into technology solutions• Background leading cross-functional initiatives and managing multiple priorities simultaneously• Salesforce certifications such as Salesforce Administrator, Business Analyst, Platform App Builder, or Platform Developer are highly desirable• Experience with Agile methodologies, sprint planning, and backlog xzbcwsv management• Demonstrated leadership and people management experience preferred• Exceptional communication, presentation, and stakeholder management skills
Preferred Experience• Investment Management, Asset Management, Wealth Management, Capital Markets, or broader Financial Services experience• Experience integrating and supporting sales and marketing technology platforms• Familiarity with tools such as Salesforce, Marketo, Tableau, Seismic, LinkedIn Sales Navigator, Dialpad, Responsive, Allego, and emerging AI technologies
This is an opportunity to combine strategic leadership with hands-on platform expertise while helping shape the future of a growing commercial technology environment.