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Live Vacancies

Salesforce CRM Project/ Improvement Manager

  • Location

    City of London, London

  • Sector:

    Agile & Change

  • Job type:

    Permanent

  • Salary:

    £90000 - £110000 per annum

  • Contact:

    Paul Parker

  • Contact email:

    Paul@pioneer-search.com

  • Job ref:

    BBBH21390_1535016864

  • Published:

    10 months ago

  • Expiry date:

    2018-08-30

  • Start date:

    ASAP

  • Consultant:

    #

Salesforce CRM Project Manager - KYC, Client on-boarding, Process Improvement, Asset Management, Wealth Management, FX Brokerage

Salesforce CRM Project Manager with a solid background enhancing Salesforce CRM systems in a medium sized Brokerage/ Asset Manager or a Private Bank/ Hedge Fund is urgently required to join a global Financial Services client in their London office. This is a real opportunity for somebody who is looking to be integral in shaping the strategy of the CRM function within the organisation.

Your role will involve taking overall ownership of the Salesforce CRM & designing and implementing the improvement plan with minimal supervision. you will be working alongside technical and non-technical project teams to achieve company change goals.

The following experience will be ideal:

  • Extensive experience managing CRM enhancements within a medium size Wealth/Asset Manager or Brokerage
  • Proven experience spearheading best practices & processes for the Salesforce CRM across an organisation
  • Good knowledge of the full trade life-cycle including client onboarding, KYC checking and lead generation tools
  • You will be highly experienced at influencing C suite stakeholders
  • Experience streamlining workflow processes through effective use of the existing CRM
  • Proven knowledge helping business stakeholders to realise the potential that the Salesforce CRM can bring
  • End to end project life-cycle management experience
  • Proven background of delivering business critical projects
  • Experience working on projects that will cover multiple geographies

If you have the necessary skills and experience, please forward your CV for immediate review.

Salesforce CRM Project Manager - KYC, Client on-boarding, Process Improvement, Asset Management, Wealth Management, FX Brokerage