Job Description
Purpose
CRM Solutions Lead is accountable to drive the deployment, configuration, and ongoing optimization of our CRM (Salesforce) platforms across our retail and institutional asset management business. This role will serve as a bridge between Distribution, Marketing, and Technology teams, ensuring CRM tools empower the sales team to manage leads, build lasting customer relationships, and drive sales performance.
What you will be doing
- Define and execute the vision and roadmap for CRM integration into our ecosystem, ensuring it delivers measurable impact and aligns to the business strategy.
- Lead the rollout and configuration of Salesforce across Retail Distribution and Institutional teams.
- Partner with Technology to ensure seamless integration with internal systems and data sources.
- Deeply understand sales processes, lead management workflows, and client engagement challenges to shape CRM platform priorities.
- Tran...