Global Head of Salesforce Platform - Managing Director (Finance)
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 Skills
- Other business skills:
- Strategy and Analytics
- Research and Best Practices
- Consultancy and Cross Collaboration
- Written and Verbal communication skills
- MS Outlook software skills (excel, powerpoint, word)
Education & Preferred Qualifications
- Bachelors in Computer Science or Data Management (Masters preferred)
- Current Salesforce certifications including Admin (Advanced preferred), and some combination of Strategy Design Architect , User Experience Designer, Cloud developer and Platform Developer
- Minimally 20 years' experience in CRM management with at least 15 years in Salesforce
- Preferrable experience in Investment Services, Asset Manager or Financial Management Industry
- They must have experience with data migration and data quality initiatives
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Salary Range:
$170,000 - $267,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
State Street's Speak Up Line
Salary Minimum: 170000Salary Maximum: 267500