Head of Institutional CRM Platform & Salesforce Architecture
Ares Management
A leading global investment manager is seeking a Principal-level technology leader to serve as Head of Institutional and Client Relationship Management Technology. The role involves strategizing and delivering capabilities for institutional client workflows and managing a high-performing team. Candidates should possess significant technology experience and familiarity with Salesforce platforms, institutional fundraising, and investor engagement. The position is based in New York, offering competitive compensation and benefits. #J-18808-Ljbffr
- ...shape the future! As the Head of Solutions Architecture at Cohere, you will be the strategic... ...team to ensure Cohere's platform evolves to meet customer needs... ...production. Experience with CRM and sales enablement tools (e.g., Salesforce, HubSpot) and technical sales...PlatformSalesforceFull timeWork at officeRemote workWorldwideFlexible hours
$160k - $180k
...Head Of CRM New Jersey, United States Are you a Head of CRM who thrives on building... ...CRM execution processes. Monitor CRM platform performance, campaign KPIs, and service... ...understanding of CRM platforms such as Salesforce, HubSpot, Braze, or similar systems....PlatformSalesforceFull timeWork at officeRemote work$300k - $350k
...technology leader to serve as Head of Institutional and Client Relationship Management (CRM) Technology ,... ...define and deliver platforms to support the full lifecycle... ...defining platform architecture, establishing... ...authority for the firm's Salesforce platform architecture...PlatformSalesforceTemporary workWork experience placementFlexible hours- ...role involves designing automated workflows, enhancing CRM capabilities, and implementing data enrichment... ...of experience in sales operations and strong skills in Salesforce administration, automation platforms, and an understanding of the B2B sales process. The position...PlatformSalesforce
$300k - $350k
...investment management solutions to institutional clients. Our assets... ...Senior Vice-President & Global Head of Distribution, CIBC Global... ...pension market, U.S. wealth platforms, and U.S. consultants. You are... ...detailed activity logs in the CRM system. Who You Are You...PlatformLocal areaRemote work- ...located in NYC is currently hiring a CRM Product Manager. This is a full... ...is responsible for owning the Salesforce.com platform supporting their global Institutional and Intermediary (Retail)... ...com administrative processes and architectural constructs Strong data...PlatformSalesforceFull timeCurrently hiring
$235k - $275k
...Description Position Overview The Head of Licensing and Relationship... ...entitlements, compliance analytics, CRM integrations). ~ Direct the Business... ...Tools and Systems ~ CRM (e.g., Salesforce, HubSpot); Customer Success platforms (e.g., Gainsight); Contract...PlatformSalesforceContract workInterim roleLocal area- ...Job Title: IT Business Analyst - Institutional Private Client Fundraising Location... ...Client fundraising technology platform. This role partners with Investor... .... ~ Hands-on experience with CRM platforms (e.g., Salesforce or similar) used for tracking investor...PlatformSalesforceContract workLocal area3 days per week
- ...Manager in Midtown, Manhattan is seeking a CRM Sales Data Associate! Responsibilities... ..., and Report Requests. Manage the Salesforce CRM platform for the Intermediary Sales Team,... ...as ad hoc reports for the BD, RIA and Institutional sales teams. Reviewing data and compiling...PlatformSalesforceWork at office
- ...Head of CRM About the Company Emerging iGaming startup Industry Gambling & Casinos Type Privately Held About the Role... ...campaigns across multiple markets, and experience with CRM platforms and marketing automation tools. Strong organizational, project...PlatformRemote work
- ...Hybrid Our client is an architecture and engineering firm... ...government entities, and institutional clients through multiple... ...channels, including RFP platforms, LinkedIn, targeted prospect... ...skills Proficiency in CRM systems (Pipedrive or Salesforce), marketing analytics,...PlatformSalesforceShift work
$100k - $150k
...employees and over 80,000 institutional, commercial, and... ...We're looking for a CRM Product Lead to own the... ...global Dynamics 365 platform spanning Marketing, Sales... ...with engineering, architecture, and security teams... ...makes you stand out: Salesforce experience is preferred...PlatformSalesforceRemote work1 day per week$90k - $120k
...the firm's presence across third-party databases and platforms utilized by institutional investors and consultants. This role will ensure... ...institutional databases (eVestment, Preqin, etc.) and CRM systems (Salesforce preferred). ~ Excellent project management skills,...PlatformSalesforceLocal area- ...banks and credit unions. Our platform unifies AI and human... ...proprietary ChannelLess® Architecture. With AI for All™, organizations... ...powers over 700 financial institutions and maintains an industry-... ...Slides. Familiarity with CRM tools (Salesforce) and Project Management...PlatformSalesforceWork at officeRemote workShift work
$96k - $132k
...Ramp is a financial operations platform designed to save businesses... ...partnerships with financial institutions that drive sales opportunities... ...client relationship data within Salesforce What You Need Strong written... ...and/or sales roles Prior CRM experience (preferably Salesforce...PlatformSalesforceFull timeWork from homeHome officeRelocation packageFlexible hours- ...Description The Director, Institutional Giving is a senior leadership role responsible for setting and executing... ...database and customer relationship management (CRM) systems: Preferred platforms include Salesforce, Raiser’s Edge, or similar. Ability to...PlatformSalesforceWork at officeRemote workShift workAfternoon shift
- Triskel Consulting is seeking a CRM Team Lead for Promotions & Gamification in Georgia, USA. This high-visibility role... ...proven leadership skills, and hands-on experience with CRM platforms like Optimove or Salesforce. Join a fast-growing team dedicated to innovation in the...PlatformSalesforce
$160k - $180k
...opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of... .... Position Purpose: The Global Head of Corporate Access will work closely with... ...‑functional coordination across the platform. Partnering closely with the Director of...PlatformWork at office- Debevoise & Plimpton LLP in New York is seeking a CRM Manager to enhance its Marketing Department. The ideal candidate will... ...of CRM administration experience and familiarity with Salesforce or similar platforms. You will oversee day-to-day CRM functions, handle integration...PlatformSalesforce
- UNIZON Taskforce Technology is seeking a Senior CRM Systems Specialist to enhance its business development platforms. This hybrid role requires a minimum of 5 years... ..., focusing on optimizing systems like Salesforce and InterAction. The ideal candidate will possess...PlatformSalesforce
- ...Duties and Responsibilities CRM Growth & Audience Strategy Monitor and grow CRM... ...post-show patron communications Manage Salesforce Marketing Cloud and Data Cloud... ...to assess CRM performance Vendor & Platform Management Manage relationships with...PlatformSalesforce
- CELINE is seeking a CRM Analyst based in New York to enhance client relationships and drive business growth through CRM strategies... ...in the luxury or retail sectors. Proficiency in CRM platforms like Salesforce and analytical tools such as SQL and Tableau is essential....PlatformSalesforce
$180.22k - $299.64k
...Enterprise Architect to drive transformation within its Connected CRM and Commerce Practice. This role involves translating... ...years of experience in technology leadership, especially with platforms like Salesforce and Adobe. The role offers a salary range of $180,215.00 - $...PlatformSalesforceFlexible hours- brobstongroup.com - Jobboard is seeking a hands-on omnichannel CRM analyst responsible for planning, executing, and measuring... ..., strong SQL skills, and familiarity with major CRM platforms like Salesforce. The successful candidate will collaborate with various teams...PlatformSalesforce
- ...Senior Staff Engineer, CRM Salesforce We're Nagarro. We are a digital product engineering company that is scaling in a big way! We build... ...~4+ years of experience working in Salesforce platform (Sales/Service Cloud and Not for Profit Cloud) ~ Expertise...PlatformSalesforce
$45 - $60 per hour
...L.P. in New York is seeking an experienced Enterprise CRM & Data Governance Consultant. This role involves assessing... ...include over 10 years of experience in enterprise CRM architecture, with a strong focus on Salesforce. Our ideal candidate communicates effectively with...SalesforceHourly pay- ...for their go-to-market operations. This role involves CRM administration, integration building, and ensuring... ...years in RevOps or Sales Ops, ideally with experience in Salesforce, HubSpot, and sales engagement platforms. Benefits include unlimited PTO, health coverage, and...PlatformSalesforceWork at office
- ...collective intelligence of the world's top financial institutions to create the most sophisticated credit risk platform available. Join the growing New York team as a... ...to succeed. Proficiency with MS Office and Salesforce. Benefits: Competitive base salary...PlatformSalesforce
$45 - $60 per hour
Bloomberg L.P. is seeking an experienced Enterprise CRM & Data Governance Consultant for their New York office. This role involves... ...candidate will have over 10 years of experience, particularly in Salesforce, and will effectively bridge communication between business and...SalesforceHourly payWork at office- ...productivity using Agentforce Solution Architecture & Implementation: • Lead the... ...roles. • Experience in Salesforce Agentforce, or AI platforms. Also, Data cloud, Snowflake and other... ...• Experience with CRM platforms (e.g., Salesforce) and AI...PlatformSalesforce
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