CRM Manager
Core
Senior Implementation Manager overseeing a team of Salesforce specialists to manage and customize multiple Salesforce instances with a Practifi overlay for the Dynasty CRM Platform.
Role type
Senior IC Salesforce Implementation Manager (Team Lead)
Builds
Customized Salesforce instances, complex workflows, integrations, and data migrations for the Dynasty CRM Platform.
Domain
Financial Services / CRM / Salesforce
Required skills
Salesforce declarative development, Salesforce administration, Practifi platform, Salesforce Financial Services Cloud, workflow design, data migration, team leadership, project management, integration management, QA process management, stakeholder communication
Preferred skills
Salesforce Advanced Administrator, Platform App Builder, Apex, Lightning Web Components, APIs, wealth management experience, fintech experience, managing external development vendors
Technologies
Salesforce, Practifi, Apex, Lightning Web Components, APIs
Responsibilities
Supervise and mentor CRM Implementation Specialists; manage work allocation for weekly sprints; oversee complex system conversions and new integrations; customize Salesforce instances and create complex workflows; develop reports and dashboards; manage QA processes for the team; coordinate with 3rd-party developers and vendors; translate business requirements into implementation work.
Seniority
Senior, hands-on IC with team leadership