Full-Time
Salesforce BSA
IT Trailblazers
No salary listed
Boston, MA, USA
In Person
Category
 IT & Security (1) |
|---|
Required Skills
Salesforce
Data Analysis
Requirements
- Relevant Experience Required 2+ years.
- Solid analytical problem solver with the ability to drive tech adoption and results, includes strong presentation skills (may present to groups of 50+).
- Ability to understand and communicate technology as it relates to the business; may require ongoing product or system certifications.
- Experience in providing accurate, timely & responsive services on complex problems. Seen as trusted, go-to resource.
- Ability to establish and maintain strong relationships within the department and across business functions.
- Ability to communicate technology related information, enhancement options and clearly detail implementation processes to varying audiences.
Responsibilities
- Champion of Intermediary Salesforce instance on behalf of the business.
- Incumbent will translate business requirements between the business and Information Technology, leveraging his or her knowledge in financial services CRM best practices.
- This includes recommending and leading enhanced design, tools and training.
- Individual will recommend CRM tools (development/App Exchange, etc.) that align with firm strategy.
- Acts as the "voice " of the user community to ensure tool continually meets firm needs.
- Includes leading steering committee for ongoing assessment of features with proactive recommendations.
- As the role sits in the business, the Manager is attuned to the distribution strategy and effectively communicates system benefits for ongoing utilization/adaption.
- Partner with Reporting & Analytics team to ensure data is optimized in dashboards to create an environment where Sales Management and Senior Management can reinforce sales practices or coach team(s).
- Individual will create dashboards, advise management on activity trends and highlight both key performance indicators and leading indicators to optimize sales efficiency.
- Ongoing consultative resource for future development of tools that optimize business processes and drive momentum on continued utilization, including onboarding new hires to Salesforce instance.
- Individual will be known as the go-to, trusted partner that can answer questions in a timely manner.