Director of Salesforce CRM - onsite

Description

Job Title:  DIRECTOR OF SALESFORCE CRM

At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family!

Overview: 

The Director of Salesforce CRM will lead the implementation, configuration, and integration of our Salesforce CRM platform. This leadership role will oversee the technology roadmap, ensure the platform aligns with business objectives, and drive efficiencies for all departments throughout Premier America that use Salesforce for member data/interactions. This role will work with stakeholders to design, build, and manage Salesforce and other related data structures to mine data, identify trends, mitigate risks, conceptualize and seize opportunities for new product development/enhancement to support the Credit Union’s strategy for attaining loyal membership growth. As a valued thought partner, this role will work collaboratively with multiple teams across the credit union and bring an ownership mentality to the credit union’s performance and growth.

What You Will Do: 

• Define and execute the Salesforce CRM technology strategy to support the sales goals and targets. 
• Partners with leadership across various departments, including retail, contact center, digital, consumer lending, real estate, marketing, Engineering, and IT to identify and prioritize business needs. 
• Develop a multi-year Salesforce roadmap, ensuring scalability, innovation, and alignment with organizational objectives. 
• Oversee the end-to-end implementation of Salesforce, including requirements gathering, solution design, configuration, customization, and integration with other enterprise systems. 
• Lead complex Salesforce integrations with internal systems such as ERP, marketing automation platforms, and other business tools. 
• Drive the migration of legacy systems to Salesforce, ensuring data integrity and minimal disruption. 
• Build and lead a high-performing team of Salesforce administrators, developers, and analysts. 
• Mentor and develop team members, ensuring they stay up to date with Salesforce technologies and best practices. 
• Conduct regular performance reviews, provide feedback, and establish development plans for team members. 
• Foster an environment of continuous learning, promoting certifications and professional growth. 
• Analyze current sales processes and workflows to identify opportunities for automation and efficiency improvements using Salesforce features and capabilities. 
• Partner with sales leadership to drive adoption and optimize usage of Salesforce. 
• Ensure accurate data collection, reporting, and dashboarding to enable data-driven decision-making. 
• Oversee the optimization of the Salesforce platform, including configuration, customization, and integration, to maximize functionality and usability. 
• Identify emerging Salesforce features, tools, and technologies, advocating for their adoption to improve business processes. 
• Ensure that new functionalities are integrated smoothly to enhance user adoption and system performance. 
• Champion the automation of manual processes through tools like Flow, Process Builder, and Apex to increase efficiency and reduce operational bottlenecks. 
• Establish and enforce governance policies for Salesforce, including security, data privacy, and access controls. 
• Ensure Salesforce is maintained in compliance with regulatory requirements and industry standards. 
• Manage vendor relationships and contracts related to Salesforce and third-party applications. 
• Develop custom reports and dashboards that provide actionable insights to senior management. 
• Provide stakeholders with data-driven recommendations that inform business decisions. 
• Define key performance indicators (KPIs) for Salesforce usage and performance, regularly monitoring them to ensure alignment with business objectives.

Requirements

What We Are Looking For: 

• Bachelor’s degree from an accredited college or university in Computer Science, Information Systems or related field required. Graduate degree (MBA or equivalent) preferred.
• 12+ years of experience related to CRM experience, with the last 5 years in Salesforce
• Proven experience leading Salesforce implementations, configurations, and