Salesforce CRM Manager
We are currently partnering with a prestigious asset management firm to support their search for a Salesforce CRM Manager with a strong focus on Service Cloud. This is a fantastic opportunity to join a forward-thinking organisation that is investing heavily in its digital transformation and client service capabilities.
Our client is seeking a Salesforce CRM Manager to lead the strategic development and day-to-day management of their Salesforce platform, with a particular emphasis on Service Cloud. This role will play a key part in enhancing client service delivery, streamlining case management, and driving CRM adoption across the business.
Key Responsibilities
- Own the Salesforce Service Cloud platform, ensuring it is aligned with business goals and client service strategies.
- Collaborate with internal stakeholders to gather requirements and deliver scalable, user-friendly solutions.
- Lead a team of Salesforce professionals (internal and external) to deliver enhancements, integrations, and support.
- Develop and maintain workflows, automations, dashboards, and reports to support operational efficiency.
- Ensure data quality, system integrity, and compliance with regulatory standards.
- Act as the subject matter expert on Salesforce Service Cloud and stay up to date with platform developments.
Ideal Candidate Profile
- 5+ years of hands-on Salesforce experience, with a strong focus on Service Cloud.
- Salesforce Administrator and Service Cloud Consultant certifications preferred.
- Background in financial services or asset management is highly desirable.
- Strong understanding of case management, automation (Flows), and client service operations.
- Excellent communication and stakeholder engagement skills.
- Experience managing third-party vendors or offshore teams is a plus.
FAQs
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