Vice President, CRM & Platforms Lead
Confidential
Vice President, CRM & Platforms Lead
About the Company
Well-regarded investment management company
Industry
Financial Services
Type
Public Company
Founded
1986
Employees
201-500
Categories
- Finance
- Investment Management
- Consulting & Professional Services
- Real Estate Investment Trusts
Specialties
- real estate
- real assets
- preferred securities
- listed infrastructure
- mlps and midstream energy
- and natural resource equities
About the Role
The Company is seeking a Vice President, CRM & Platforms Lead to spearhead the development and management of a distribution innovation stack, with a primary focus on Salesforce CRM and emerging technologies. This senior role is pivotal in creating and maintaining a strategic roadmap for CRM and other platforms, monitoring system usage, and identifying opportunities for business development. The successful candidate will be responsible for providing training on best practices, building platform-related reporting and analytics, and collaborating with cross-functional teams to ensure the successful delivery of system enhancements. A key aspect of the role is to act as a thought partner to the Head of Sales Enablement and the Distribution COO, with a strong emphasis on usability, adoption, and analytics impact. Applicants must have a minimum of 7 years' experience in B2B Salesforce administration, with a preference for those with a background in the asset management industry. The role requires a candidate with a strong technical understanding, including data architecture, and the ability to translate technical issues into business requirements. Experience in integrating marketing automation tools and a range of industry software and tools for sales and marketing is essential. The ideal candidate will have Salesforce Certified Administrator certification, as well as other relevant Salesforce certifications, and a proven track record of effectively leading and managing people. Excellent interpersonal and communication skills, along with a commitment to inclusive behaviors, are also necessary for this position.
Hiring Manager Title
Senior Vice President, Head of Sales Enablement
Functions
- Information Technology
- ...Vice President, Defined Contribution Lead About the Company Leading international alternative asset organization... ..., or wealth management platforms is essential. The ideal candidate will... ...strategic initiatives. Proficiency in CRM systems and pipeline management processes...PlatformCRMWork at office
$147.1k - $213.3k
Job TitleAssistant Vice President - Cybersecurity Platforms Lead and Risk ManagementDivision: Corp IT, CybersecurityLocation: New York, NY (Location: 80% New... ...and digitalized future in IT retail, e-commerce, CRM, data, AI, cybersecurity, Cloud and E-Marketing. You never...PlatformCRMPermanent employmentFull timeWork experience placementSummer workWork at officeWork from homeFlexible hours3 days per week- ...experienced professionals in 17 locations worldwide.Role SummaryAs a CRM Analytics Lead within the Workplace Solutions Client Relationship... ...future-state workflows and support implementation of enabling platforms.Coordinate business rhythms (monthly/quarterly reviews,...PlatformCRMWorldwide
$155k - $215k
...technology team, focused on our pricing and execution platform.The role involves designing, building, and... ...and shape the future of our communities. This is a Lead Software Engineering position at the Vice President level, which is part of the job family responsible...PlatformTemporary work$140k - $205k
...Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management... ...a highly strategic and execution-oriented leader to lead Platform Growth & Distribution for the Investing with Impact team. This...PlatformFull timeTemporary workWork at officeWorldwide- J.P. Morgan Wealth Management is seeking a Vice President, Strategic Execution Lead to drive execution of ConnectWealth, a flagship transformation focused on modernizing investment platforms, enhancing advisor experience, and enabling the next generation of wealth management...Platform
$176.72k - $265.08k
...network.We are looking for an AI Adoption & Commercialization Senior Lead to own the vision, strategy, and measurable outcomes of AI... ...-facing value and internal agility at scale.Sitting within the Platforms and Data Services organization, this role places you to drive...PlatformFull timeLocal area- We’re seeking a future team member for the role of Vice President AI Strategy Lead. This role is located in New York City.In this role, you’ll make... ...business outcomes.Support strategy for AI-enabled platforms, digital employees, knowledge capabilities, workflow automation...PlatformWorldwideFlexible hours
- ...Audience Development Executive to build and lead a new audience development function... ...social, digital, FAST, and emerging discovery platforms * Leverage audience insights, media... ...manage relationships with agency partners, CRM/lifecycle marketing platforms, and internal...PlatformCRMTemporary work
- ...million Chase customers. Our transaction-based marketing platform leverages first-party data to expertly match businesses... ...shop and get more from the brands they love. As a Vice President, Client Success Team Lead within Chase Media Solutions, you will report to the Head...PlatformWork visa
- ...that is clear, consistent, and measurable. As a Brand Strategy Lead, Global Olympic and Paralympic Sponsorship in the centralized... ...you will translate sponsorship strategy into a unified creative platform and integrated go-to-market approach. You will lead end-to-end brand...Platform
$110k - $130k
...Job Description Job Description Vice President, Business Development – Façade Compliance... ...deliver solutions for some of the region's leading real estate owners, developers, and... ...Experience using Salesforce or a comparable CRM platform. Note: Technical expertise is...PlatformCRMFull timeMonday to Friday- ...transactions across borders, industries, and platforms. Operating in over 160 countries and... ...more than 120 currencies, we are a leading processor of USD payments with daily transaction... ...volumes in the trillions.As a Vice President, Applied AI/ML Lead (Sr Level IC role)...Platform
- ...Bring your expertise to JPMorganChase. As a Vice President in Compliance, Conduct and Operational... .... As a Compliance Risk Management Lead - Vice President supporting the... ...market. Our global product and technology platform, integrated client service model and network...Platform
- ...agency. You will serve as a trusted senior advisor to clients, lead complex omnichannel and engagement assignments, guide teams... ...recommendations.• Fluency across digital channels and platforms, including CRM, web, mobile, social, media, search, emerging channels, and...PlatformCRMFull timeSeasonal workWork at officeLocal areaFlexible hoursShift work3 days per week
- ...investment of an industry leader, access to leading-edge technologies and the opportunity... ...mutual company built to last.Corporate Vice President, Cyber Security Incident Response Team... ....· Experience with incident management platforms, case management tooling, and security...PlatformWork experience placementWork at officeLocal areaShift work3 days per week
- ...Vice President of Technology & AI Infrastructure About the Company... ...aspects of the organization, and leading IT operations to support strong... ...systems, data, and platform leadership, as well as project... ...leadership, AI, data governance, and CRM platforms, with a preference...PlatformCRM
- ...collaboration needs. The Regional Vice President - Sales is accountable for... ...pricing recommendations, and lead proposal drafting and... ...proposals into formal agreements. CRM and Data Accuracy: Utilize... ...by its proprietary AI platform, LucyIQ™, the company provides...PlatformCRMContract workWork at officeRemote workHome office
- ...Vice President, BPO Solutions Sales About the Company Respected provider of top-notch... ...multiple opportunities, and be proficient in CRM platforms for sales management. Excellent... ...are essential. The role also involves leading the development of customized solutions...PlatformCRM
$154.05k - $278.45k
...Sales Leader Salesforce is the #1 AI CRM, where humans with agents drive customer... ...Ready to level-up your career at the company leading workforce transformation in the agentic... ...working within the Software/Infrastructure/Platform (SaaS, IaaS, PaaS) space Degree or...PlatformCRMWork experience placement$180k - $200k
...Position Summary The Area Vice President of Sales will provide leadership and vision in developing revenue generating... ...effectively manage sales activities General CRM Activities: Straumann SAP CRM provides a platform for every field based employee to plan and...PlatformCRM- ...Vice President of Solutions, BPO About the Company Provider of consulting, outsourcing... ...of Solutions will also be expected to lead the development of proposals, RFP/RI responses... ...strategic proposals. Proficiency with CRM platforms for pipeline management and excellent...PlatformCRM
$175k - $190k
...qualified opportunities, pipeline coverage, and leads, based on real close rates, deal sizes,... ...Stand up real pipeline management in the CRM: agreed stage definitions, entry and exit... ...partner ecosystem, including technology platforms and agency partners, into a measurable...PlatformCRMTemporary work- ...creative bar across long-form, Shorts, and live. As a Vice President, YouTube Strategy Channel Lead within Consumer & Community Banking (CCB), you will... ...influence how Chase shows up on the world’s largest video platform—and build systems that scale. Job responsibilities...PlatformSeasonal work
- ...Vice President of Development About the Company Philanthropic organization scaling social... ...and institutional donors, and leading all fundraising activities. This role... ...record of ethical conduct. Proficiency in CRM platforms is essential, and experience with multi...PlatformCRMWork at office
$180k - $215k
...clients. Along with client work, this team leads the agency's thought leadership... ...with multichannel marketing (MCM), digital platforms, marketing automation (e.g., Salesforce Marketing... ...Cloud, Adobe Experience Manager), CRM, and analytics.Experience balancing strategic...PlatformCRMRemote workFlexible hours- ...Vice President, Sales Operations About the Company Innovative provider... ..., Sales Operations to lead the strategic and operational... ...operations, deep expertise in CRM and sales technology, and the... ...well as experience with CRM platforms and the broader sales technology...PlatformCRM
- ...Vice President of Implementation About the Company Innovative financial... ...of Implementation to lead the strategy, structure, and... ...transition onto the company's platform, with a focus on new client setup... ...must, as is experience with CRM, implementation, ticketing, reporting...PlatformCRM
- ...experienced, high-energy, and motivated Senior Vice President to join our team. The role of a... ...while leveraging The Federal Savings Bank platform. Annual Chairman's Club trips to desirable... ...such as Total Expert or a similar CRM is a plus. Outside Sales Compensation...PlatformCRMFull timeBank staff
£60k per year
...a member of myGwork – the largest global platform for the LGBTQ+ business community. Please... ...across performance marketing, lifecycle, and CRM. This role is not about optimizing... ...grow. What you will do: Define and lead the growth strategy across performance marketing...PlatformCRMTemporary workWork experience placementRemote workHome officeFlexible hours
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