Director of Participant Enablement
Core
Lead client and participant readiness initiatives by designing an end-to-end readiness system, managing the CRM ecosystem, and optimizing Salesforce and merchant referral tools to drive performance.
Role type
Director of Participant Enablement (Strategy & Execution)
Builds
End-to-end readiness systems, CRM ecosystem, merchant referral tools, and enablement platforms
Domain
Financial Services / Payments / Fintech
Deliverable
dashboards & analysis
Required skills
Salesforce architecture and configuration, CRM strategy, third-party tool integration, marketing technology stack management, data governance, KPI framework design, process automation, merchant referral program management
Preferred skills
People management, Salesforce certifications, financial services domain expertise, B2B/B2B2C marketing automation, building enablement functions from scratch
Technologies
Salesforce (Sales Cloud, Service Cloud, Marketing Cloud, Pardot, Experience Cloud), RAM, RMS, HubSpot, Marketo, Flow
Responsibilities
Define and execute Salesforce roadmap, oversee adoption of marketing technologies, prioritize automation to reduce friction, lead implementation of merchant referral software, develop CRM dashboards and KPIs, translate engagement data into actionable insights
Seniority
Director, strategic leadership with hands-on technical oversight