Vice President, CRM Strategy & Transformation

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.

The Job/What You’ll Do:

We are seeking an influential and visionary Vice President of CRM Strategy & Transformation to lead and shape the evolution of our CRM strategy, delivering immediate transformation impact while setting a foundation for sustained growth, cultural leadership, and long-term operational alignment. This role is integral to developing a multi-year roadmap that drives efficiency, enhances customer engagement, and positions our CRM as a central driver of corporate growth. With a focus on building high-performing teams and embedding a customer-centric culture, this role will work closely with senior leaders across Sales, Marketing, Service, and IT to ensure the CRM strategy aligns seamlessly with corporate objectives and accelerates business growth.

We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office.

Responsibilities:

• Define and lead the long-term CRM strategy, aligning with business goals and customer-centric principles to drive scalable revenue growth and organizational impact.
• Develop and oversee a multi-year CRM roadmap, establishing benchmarks for productivity and efficiency gains across Sales, Marketing, and Service functions.
• Cultivate a high-performance project team by fostering a customer-centric culture and promoting cross-functional collaboration that positions CRM as a growth driver.
• Build strong partnerships with senior leaders across Sales, Marketing, Service, and IT, ensuring that CRM initiatives integrate seamlessly with corporate strategy.
• Identify and leverage underutilized CRM features and advanced capabilities to maximize platform value and position CRM as a key contributor to business impact.
• Champion change management and user adoption, leading engagement strategies that ensure CRM system buy-in and support long-term utilization.
• Oversee the business side of the CRM transformation, collaborating with IT to manage integrations, data management, and testing, while ensuring alignment with business objectives, data integrity, security, and compliance.
• Leverage CRM digital capabilities to enhance and personalize the end-user digital experience, ensuring that the CRM platform supports seamless interactions and strengthens client engagement with the firm.
• Define and monitor KPIs and success metrics for CRM performance, continuously optimizing to meet corporate growth targets.
• Continuously assess CRM trends and best practices, fostering innovation to ensure that the CRM ecosystem evolves with market demands and business needs.

Knowledge, Skills, Abilities:

• Proven expertise in Salesforce CRM, including strategy, implementation, and lifecycle management within complex, cross-functional business environments.
• Strong cultural leadership experience, with a demonstrated ability to build high-performing teams and foster a collaborative, customer-centric culture.
• Exceptional business influence skills, with a track record of successful collaboration and alignment with senior leaders across Sales, Marketing, Service, and IT, including EVP and C-level stakeholders.
• Strategic project management and analytical skills, with a focus on data-driven decision-making and a commitment to driving sustained business impact.
• Deep understanding of the financial services industry, including regulatory requirements, client expectations, and market dynamics.
• Experience in business process optimization, scalability strategies, and CRM innovation, with an emphasis on long-term operational efficiency and adaptability.
• Advanced change management skills to lead organizational adoption and integration of CRM initiatives.

Education & Experience:

• Bachelor’s degree in Business, Information Systems, Data Science, or a related field; MBA or advanced degree preferred.
• 10+ years of experience in CRM management, Sales Operations, Revenue Operations, or similar roles, with extensive experience in executive positions focused on CRM strategy, team leadership, and organizational impact.

Compensation: The Base Salary range for this position is between $200,000-$280,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This po