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Apex Group

Global fund administration and related services

CRM Technology Manager

Enterprise ApplicationsConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • Proven experience managing Salesforce systems and associated platforms, including implementation and optimisation.
  • Experience managing and developing a team.
  • Proficiency in Salesforce and related technologies.
  • Ability to manage complex projects and deliver results on time and within budget.
  • Excellent communication skills with the ability to engage and influence stakeholders at all levels.
  • Strong analytical and problem-solving skills focused on continuous improvement.
  • Bachelor's degree in Human Resources, Information Technology, or a related field.
  • Deep understanding of Salesforce processes and their optimisation.
  • Experience leading or participating in a Salesforce implementation and managing the live system.
  • Experience with integrations, reporting, projects, and security.
  • Experience reviewing system configuration before moving changes to production.
  • Ability to manage and prioritise a team's work across multiple systems.
  • Experience with Salesforce transformation projects or programmes involving system implementation and process re-engineering.
  • Experience educating stakeholders about Salesforce-related processes and their wider business impacts.
  • Ability to identify problems, determine root causes, define solutions, and propose them.
  • Ability to translate technical expertise into solutions and process guidance for improvements or user issues.
  • Ability to map processes and outline risks and controls.
  • Experience in data analysis, data manipulation, and reporting.
  • Experience managing system budgets and exercising cost containment or cost reduction.
  • Excellent analytical, quantitative, problem-solving, and critical-thinking skills with strong attention to detail.

Responsibilities

  • Oversee the implementation, configuration, and maintenance of the Salesforce ecosystem, including Xactly and Pardot, ensuring it meets organisational needs.
  • Lead a team of CRM specialists by providing guidance, support, and development opportunities.
  • Partner with departments to identify and implement process improvements using Salesforce capabilities.
  • Manage Salesforce-related projects, including system upgrades, new module implementations, and integrations with other systems.
  • Collaborate with stakeholders to understand their needs and align Salesforce solutions with business objectives.
  • Ensure Salesforce systems comply with regulatory and audit requirements and maintain high standards of data security and privacy.
  • Develop and deliver training programmes for end users and provide ongoing support for effective Salesforce use.

Desired Qualifications

  • Salesforce certification is a plus.

About the Company

Apex Group

Global fund administration and related services

Apex Group provides a single-source suite of financial services, including fund administration, corporate services, banking, custody, depositary services, and ManCo offerings, with digital onboarding and ESG advisory for private markets. Its platform lets clients choose individual services or an integrated package that covers the whole value chain, all supported by technology and data. The company differentiates itself through its global scale, reach, and growth through numerous acquisitions that expand capabilities and local expertise while keeping a single-provider experience. Its goal is to deliver high-quality, consistent client service worldwide with local delivery and to advance its integrated offering in private markets, tokenization, and cross-asset support.

Company size
5,001-10,000
Company stage
Debt Financing
Total funding
$1.5B
Headquarters
Hamilton, Bermuda
Founded
2003

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