VP of CRM & Platforms

Our client is seeking a Vice President, CRM & Platforms Lead to own and evolve its Salesforce ecosystem and broader sales enablement technology platform. This individual will play a highly visible role partnering with senior business leaders to drive CRM strategy, user adoption, data quality, reporting, analytics, and technology innovation across the distribution organization.What You'll Do

• Own the strategic roadmap, governance, and administration of Salesforce CRM and related sales enablement platforms
• Partner closely with Sales, Relationship Management, Marketing, Product, Technology, and Finance teams to identify opportunities for process improvement and technology enablement
• Drive CRM adoption, usability, and data quality initiatives to improve business outcomes and sales effectiveness
• Develop and maintain reporting, dashboards, and analytics that support executive decision-making
• Translate business requirements into scalable platform solutions and enhancement projects
• Lead sprint planning, backlog prioritization, project execution, and stakeholder communication
• Collaborate with internal technology teams and external partners to deliver platform enhancements and integrations
• Leverage AI and automation tools to streamline processes, improve workflows, and enhance user experience
• Maintain documentation, governance standards, and platform best practices
• Manage and develop a CRM professional responsible for user support, requirements gathering, testing, and deliveryQualifications
• 7+ years of Salesforce Administration experience within a B2B environment
• Proven experience owning CRM strategy, platform governance, and roadmap execution
• Strong understanding of Salesforce architecture, reporting, analytics, and data management
• Experience partnering with executive stakeholders and translating business needs into technology solutions
• Background leading cross-functional initiatives and managing multiple priorities simultaneously
• Salesforce certifications such as Salesforce Administrator, Business Analyst, Platform App Builder, or Platform Developer are highly desirable
• Experience with Agile methodologies, sprint planning, and backlog management
• Demonstrated leadership and people management experience preferred
• Exceptional communication, presentation, and stakeholder management skillsPreferred Experience
• Investment Management, Asset Management, Wealth Management, Capital Markets, or broader Financial Services experience
• Experience integrating and supporting sales and marketing technology platforms
• Familiarity with tools such as Salesforce, Marketo, Tableau, Seismic, LinkedIn Sales Navigator, Dialpad, Responsive, Allego, and emerging AI technologiesThis is an opportunity to combine strategic leadership with hands-on platform expertise while helping shape the future of a growing commercial technology environment.