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- Tasks: Lead transformation projects using Salesforce to enhance productivity for sales teams.
- Company: Citi is a global financial services leader with 200 million customer accounts worldwide.
- Benefits: Enjoy a full-time role with opportunities for growth and development in a dynamic environment.
- Why this job: Join a diverse team making a real impact in financial services while developing your skills.
- Qualifications: Experience as a Salesforce Administrator or Consultant, with relevant certifications preferred.
- Other info: Citi values diverse backgrounds and encourages all to apply, regardless of experience.
The predicted salary is between 112000 - 168000 ÂŁ per year.
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- Citi Commercial Bank (CCB) is part of Citi, a leading global financial services company, which has approximately 200 million customer accounts and does business in over 160 countries and jurisdictions. CCB targets clients with revenues between $10M – $3B and supports them with a wide range of financial solutions such as Term and Working Capital Financing, Cash Management, Foreign Exchange, Interest Rate Derivatives and Trade Services.
- We are seeking a dynamic and motivated Vice President level candidate to help deliver the roadmap of our global Salesforce CRM platform, work with users to understand how to best address their needs, and help build and maintain a best-in-class productivity tool for our sales teams. This role is located in London and reports directly to the CCB Global CRM Design & Develop Lead.
- Citi Commercial Bank (CCB) is part of Citi, a leading global financial services company, which has approximately 200 million customer accounts and does business in over 160 countries and jurisdictions. CCB targets clients with revenues between $10M – $3B and supports them with a wide range of financial solutions such as Term and Working Capital Financing, Cash Management, Foreign Exchange, Interest Rate Derivatives and Trade Services.
- We are seeking a dynamic and motivated Vice President level candidate to help deliver the roadmap of our global Salesforce CRM platform, work with users to understand how to best address their needs, and help build and maintain a best-in-class productivity tool for our sales teams. This role is located in London and reports directly to the CCB Global CRM Design & Develop Lead.
The Salesforce Solutions Manager will play an integral role in supporting a variety of groups within CCB who rely heavily on the Salesforce CRM platform. Alongside the rest of the team, this person will be responsible for overseeing the configuration, customization, maintenance and day to day operations of the platform. We’re seeking an individual that can find ways to maximize efficiencies by making full use of the platform’s features and benefits.
Job Description
Responsibilities include:
- Leading cross-functional transformation projects using Salesforce as the core foundation
- Working with internal stakeholders to create and execute configurations that support business priorities and initiatives
- Providing training to Salesforce users as required, to help expand knowledge and skills across the organization
- Working with the Technology team and other partners to manage data integrations with 3rd party tools
- Developing cross functional process improvements using Salesforce
- Performing regular internal system audits and preparing for upgrades
- Ability to build proof of concepts (POC) using Salesforce and work in partnership with Technology to implement scalable solutions
- Guide Technology teams in utilising standard, out of the box solutions, as opposed to custom built functionalities
- Monitoring and ensuring data quality and integrity
Requirements
- Previous experience as a Salesforce Administrator/Salesforce Consultant
- Certifications: Salesforce Certified Administrator or better (Platform App Builder, Advanced Administrator)
- Experience with Marketing Cloud, Tableau, Omnistudio, Financial Services Cloud or any other Salesforce products a plus
- Knowledge of APEX, Force.com SOQL Triggers and Visual Force Page development a plus
- Excellent organizations skills; ability to accomplish multiple tasks with efficiency through prioritization of duties
- Experience leading cross-functional projects.
- Excellent verbal and written communications skills.
- Proven analytical, critical thinking, and conceptual skills. Financial acumen is a plus
- Excellent interpersonal skills
- Demonstrated ability to synthesize information and drive results with a high sense of urgency
- Must be comfortable with uncertainty and working in a large, complex organization
- Must be able to work independently with minimal direction / supervision
Equal Opportunity
We recognize talent comes from a wealth of experience and ideas beyond just the technical specifications of a role. If you feel like you can make a meaningful impact even if you don’t necessarily check all the listed requirements, please still consider applying . Diversity of experience and skills supplemented with drive are cornerstones to innovation and excellence and we encourage people from all backgrounds to apply to our positions.
- Additional Job Description
Additional Job Description
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Job Family Group:
Product Management and Development
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Job Family:
Product Development
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Business Development and Sales
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Industries
Banking, Financial Services, and Investment Banking
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Salesforce Transformation Manager, VP employer: Citi
Contact Detail:
Citi Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salesforce Transformation Manager, VP
✨Tip Number 1
Familiarise yourself with the latest Salesforce features and updates. Being knowledgeable about the platform will not only help you in interviews but also demonstrate your commitment to staying current in a rapidly evolving field.
✨Tip Number 2
Network with professionals in the Salesforce community, especially those who work in financial services. Attend relevant meetups or webinars to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've led cross-functional projects using Salesforce. Highlight your ability to collaborate with various teams and how you’ve successfully implemented solutions that improved efficiency.
✨Tip Number 4
Research Citi's approach to CRM and their specific needs within the Commercial Bank. Tailoring your understanding of their business model and challenges will show that you're proactive and genuinely interested in contributing to their success.
We think you need these skills to ace Salesforce Transformation Manager, VP
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Salesforce Transformation Manager role. Focus on your previous roles as a Salesforce Administrator or Consultant, and emphasise any certifications you hold.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific projects you've led that demonstrate your ability to manage cross-functional teams and drive transformation using Salesforce.
Highlight Relevant Skills: In your application, clearly outline your technical skills related to Salesforce, such as knowledge of APEX, SOQL, and any experience with Marketing Cloud or Financial Services Cloud. This will help you stand out as a qualified candidate.
Showcase Your Soft Skills: Don't forget to mention your interpersonal and communication skills. The role requires excellent verbal and written communication, so provide examples of how you've effectively communicated with stakeholders in past projects.
How to prepare for a job interview at Citi
✨Understand the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of the Salesforce Transformation Manager role. Familiarise yourself with how Salesforce is used within Citi and be prepared to discuss how your experience aligns with their needs.
✨Showcase Your Technical Skills
Given the technical nature of this role, be ready to discuss your experience with Salesforce products, especially any certifications you hold. Highlight specific projects where you've successfully implemented Salesforce solutions or improved processes.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle cross-functional projects. Prepare examples from your past experiences where you led a project or overcame challenges using Salesforce.
✨Demonstrate Strong Communication Skills
As this role involves working with various stakeholders, it's crucial to showcase your communication skills. Be clear and concise in your responses, and provide examples of how you've effectively communicated complex information to non-technical teams.
