Global Head of Salesforce Platform - Managing Director

Who we are looking for

The Salesforce/CRM Managing Director is responsible for overall maintenance, development, performance, data quality and integrations with Salesforce.com. The role leads a global team, supports a significant user community (2500-5000), and manages the risk, budget and vendor relationship for this comprehensive CRM platform. The position is involved in the architectural design or modification of systems and business processes often with cross-functional teams. The MD will interact with the business stakeholders and subject matter experts in order to document, organize and clarify and execute on the business requirements and workflows. A successful Managing Director will have excellent analytical skills, technical leadership, setting best practices including integration and application development, deployment, testing (unit and systems), and iterative refinement; the ability to integrate information from multiple sources to execute effectively and efficiently in a dynamic environment; have solid written and oral communication skills with a demonstrated ability to communicate complex technical topics to management and non-technical audiences; be proactive with proven strength in researching and finding solutions to creatively introduce alternative business processes and workflows to enhance what the stakeholders provided; the ability to train individuals on the Salesforce application.

Why this role is important to us

You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

What you will be responsible for

• Managing Team – Involves onshore and offshore team, including career development, key person risk reduction, performance management, team meetings, and work assignment, supervison and load balancing
• Maintenance & Development - Architect and management of all required Salesforce releases, maintenance, managing all integrations with other systems/tools including APIs, configuration & custom development, and overall tool performance.
• Project /Process Improvement – Project management and execution of several complex process improvement initiatives involving web form based entry by clients, case management with required routing for client inquires and requests, visibility into all cases by client service and other in the Chief Commercial office, integration with underlying systems (Inquiry and Workflow tools) and the associated testing and launch of these significant technology transformation projects.
• Data Management - Management of all Salesforce data and resulting Salesforce reporting within the system, including dashboards for various levels/teams within the organization
• User Management - All user set up, significant batch user set up and rollouts, user access management, user training, ongoing maintenance of guidelines/procedures and user communications/updates
• Case Management - Responsiveness to all user cases resolution, tracking and trending analysis
• Demand Management - All demand management from cases, champions/working group and executives, prioritization and execution of those priorities.
• Internal Engagement – Engage with full user community and executive leadership, conduct recurring meeting cadence and presentations and partner with other internal stakeholders, including technology teams.
• Vendor Management - Management of Salesforce.com vendor including – contract, third party risk management, procurement and accounts payable/budget management for Salesforce ecosystem.
• Salesforce Community Engagement - Engagement with Salesforce.com support team and overall Salesforce community/conferences to keep abreast of best practices, industry trends and highlight those developments to State Street for consideration and process improvement.

What we value

These skills will help you succeed in this role

• Certified Salesforce Architecture and Development Technical Expertise
• API/Cloud/Applications expertise
• Agile development methodology familiarity
• Expertise with various “relational databases” (Salesforce dasbobards, Tableau, IBI, Power BI)
• Leadership/Team Management Skills
• Procurement and vendor management skills
• Project Management Sk