Director, CRM System, IT​/Tech

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Location: New York City (Hybrid: 4 days in-office, 1 day remote)

About the Role

We are seeking a Director, Sales Enablement Platforms to lead the development and management of our distribution innovation stack, including Salesforce CRM and emerging technologies. Reporting to the Head of Sales Enablement, you will own the strategic roadmap for CRM platforms, drive process enhancements, and deliver solutions that empower our Sales, Relationship Management, Marketing, and Finance teams.

Key Responsibilities

• Lead architecture and administration of Salesforce CRM and related platforms.
• Define user stories, features, and epics for development and deployment.
• Manage sprint planning, backlog prioritization, and project timelines.
• Collaborate cross-functionally to gather requirements and design scalable solutions.
• Maintain documentation of Salesforce processes and configurations.
• Provide training, end-user support, and foster CRM data quality through validation rules and KPI monitoring.

What We’re Looking For

• 7+ years of B2B Salesforce administration experience (asset management industry preferred).
• Salesforce Certified Administrator; additional certifications (Platform Developer, Business Analyst) are a plus.
• Experience integrating marketing automation tools (Pardot, Marketo, Hub Spot).
• Familiarity with tools like Tableau, Seismic, Linked In Sales Navigator, Dialpad, RFP.IO, Allego.
• Strong communication skills and ability to manage multiple projects simultaneously.
• Commitment to diversity and inclusion.

Why Join Us?

• Opportunity to shape CRM strategy and drive innovation.
• Collaborative, inclusive culture that values diverse perspectives.
• Hybrid work arrangement in our NYC office.

• Director

• Full-time

• Information Technology

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