The Sr Director, CRM Salesforce will lead the implementation, configuration, and integration of our Salesforce CRM platform. This leadership role will oversee the technology roadmap, ensure the platform aligns with business objectives, and drive efficiencies for our sales team.
Primary Duties:
- Strategic Leadership:
- Define and execute the Salesforce CRM technology strategy to support the sales organization’s goals.
- Partner with senior leadership across sales, marketing, Engineering, and IT to identify and prioritize business needs.
- Develop a multi-year Salesforce roadmap, ensuring scalability, innovation, and alignment with organizational objectives.
- Implementation and Integration:
- Oversee the end-to-end implementation of Salesforce, including requirements gathering, solution design, configuration, customization, and integration with other enterprise systems.
- Lead complex Salesforce integrations with internal systems such as ERP, marketing automation platforms, and other business tools.
- Drive the migration of legacy systems to Salesforce, ensuring data integrity and minimal disruption.
- Team Leadership:
- Build and lead a high-performing team of Salesforce administrators, developers, and analysts.
- Mentor and develop team members, ensuring they stay up-to-date with Salesforce technologies and best practices.
- Process Optimization:
- Analyze current sales processes and workflows to identify opportunities for automation and efficiency improvements using Salesforce features and capabilities.
- Partner with sales leadership to drive adoption and optimize usage of Salesforce.
- Ensure accurate data collection, reporting, and dashboarding to enable data-driven decision-making.
- Governance and Compliance:
- Establish and enforce governance policies for Salesforce, including security, data privacy, and access controls.
- Ensure Salesforce is maintained in compliance with regulatory requirements and industry standards.
- Manage vendor relationships and contracts related to Salesforce and third-party applications.
Minimum Qualifications:
- Bachelor’s degree in Computer Science, Information Systems, or a related field (Master’s degree preferred).
- 12+ years of related experience, with at least 5 years specifically in Salesforce.
- Proven experience in leading Salesforce implementations, configurations, and integrations in a large, complex organization.
- In-depth knowledge of Salesforce Sales Cloud, Service Cloud, and relevant Salesforce technologies such as Apex, Visualforce, and Lightning.
- Strong understanding of sales processes, pipeline management, and sales reporting.
Preferred Knowledge, Skills and/or Abilities:
- Excellent leadership, project management, and communication skills.
- Salesforce certifications such as Salesforce Certified Administrator, Salesforce Certified Platform Developer, or Salesforce Certified Sales Cloud Consultant are highly desirable.
- Experience working with Agile/Scrum methodologies.
- Knowledge of APIs, middleware, and integration tools such as MuleSoft or similar platforms.
- Familiarity with data migration tools and best practices.
- Ability to balance technical expertise with business acumen to translate complex requirements into actionable solutions.