CRM Solutions Manager (Salesforce)
About the position
The Senior CRM Solution Manager is responsible for providing solutions for business needs on the Salesforce platform. You will drive how we use Salesforce to sell to our B2B customers and onboard them. You will work with stakeholders to evaluate existing Salesforce capabilities and identify initiatives to add new capabilities and improve their processes and experience.
This role is based in our North American office in Jacksonville, FL and offers a flexible hybrid work environment where you will have a blend of 3 in office days and 2 remote working days in the work week.
Responsibilities
• Work with business stakeholders in Sales, Marketing and Operations to understand their business needs
• Work with stakeholders, User Experience, Product Managers, and Technology to design solutions for business needs on the Salesforce platform.
• Write user stories, create process diagrams and mock-ups to describe the solutions, and collaborate with the development teams to see the solutions through to completion. Support the stakeholders during user acceptance testing.
• Define the value proposition of new initiatives with the stakeholders to effectively prioritize CRM initiatives.
• Collaborate with the engineering teams and architects to assess the feasibility and effort of CRM initiatives.
• Collaborate with the other CRM solutions managers and development teams in prioritization of the backlog, grooming, sprint planning, demos and participate in other agile ceremonies.
• Develop and communicate product vision and roadmap to manage stakeholder expectations.
• Serve as the CRM subject matter expert, helping stakeholders identify opportunities for improvements, analyze complaints and issues, and identify solutions.
• Work with stakeholders to define initiatives and create business cases to obtain approval and funding in our budget planning process.
Requirements
• Bachelor's Degree in a related field of study.
• 5-7+ years Product Management experience (banking or financial services experience preferred).
• Proficient knowledge of the Salesforce platform so that you can design solutions on this platform that are easy to maintain and manage.
• Experience working with agile development teams and processes, supported by JIRA, Confluence, or similar systems.
• Ability to communicate results to management and in a fast-paced environment.
• Ability to develop, lead and manage large, complex initiatives.
• Must be willing to submit to a background investigation and drug test as part of the selection process.
• This position is not eligible for visa sponsorship. Applicants must have authorization to work in the country without the need for sponsorship.
Nice-to-haves
• Experience in the payments industry is a great plus.
• Salesforce, Product Management or Product Owner certifications preferred, not essential.
Benefits
• Health insurance
• Health savings account
• Dental insurance
• Vision insurance
• 401(k) matching
• Life insurance
• Paid time off
• Parental leave
• Disability insurance
• Childcare assistance
• Education reimbursement
• Fitness membership
• Volunteer time off
Apply tot his job
Apply To this Job
The Senior CRM Solution Manager is responsible for providing solutions for business needs on the Salesforce platform. You will drive how we use Salesforce to sell to our B2B customers and onboard them. You will work with stakeholders to evaluate existing Salesforce capabilities and identify initiatives to add new capabilities and improve their processes and experience.
This role is based in our North American office in Jacksonville, FL and offers a flexible hybrid work environment where you will have a blend of 3 in office days and 2 remote working days in the work week.
Responsibilities
• Work with business stakeholders in Sales, Marketing and Operations to understand their business needs
• Work with stakeholders, User Experience, Product Managers, and Technology to design solutions for business needs on the Salesforce platform.
• Write user stories, create process diagrams and mock-ups to describe the solutions, and collaborate with the development teams to see the solutions through to completion. Support the stakeholders during user acceptance testing.
• Define the value proposition of new initiatives with the stakeholders to effectively prioritize CRM initiatives.
• Collaborate with the engineering teams and architects to assess the feasibility and effort of CRM initiatives.
• Collaborate with the other CRM solutions managers and development teams in prioritization of the backlog, grooming, sprint planning, demos and participate in other agile ceremonies.
• Develop and communicate product vision and roadmap to manage stakeholder expectations.
• Serve as the CRM subject matter expert, helping stakeholders identify opportunities for improvements, analyze complaints and issues, and identify solutions.
• Work with stakeholders to define initiatives and create business cases to obtain approval and funding in our budget planning process.
Requirements
• Bachelor's Degree in a related field of study.
• 5-7+ years Product Management experience (banking or financial services experience preferred).
• Proficient knowledge of the Salesforce platform so that you can design solutions on this platform that are easy to maintain and manage.
• Experience working with agile development teams and processes, supported by JIRA, Confluence, or similar systems.
• Ability to communicate results to management and in a fast-paced environment.
• Ability to develop, lead and manage large, complex initiatives.
• Must be willing to submit to a background investigation and drug test as part of the selection process.
• This position is not eligible for visa sponsorship. Applicants must have authorization to work in the country without the need for sponsorship.
Nice-to-haves
• Experience in the payments industry is a great plus.
• Salesforce, Product Management or Product Owner certifications preferred, not essential.
Benefits
• Health insurance
• Health savings account
• Dental insurance
• Vision insurance
• 401(k) matching
• Life insurance
• Paid time off
• Parental leave
• Disability insurance
• Childcare assistance
• Education reimbursement
• Fitness membership
• Volunteer time off
Apply tot his job
Apply To this Job