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For Companies At a Glance
- Tasks: Lead the global CRM strategy and manage a team of specialists.
- Company: Join a top-tier global investment management firm making waves in the industry.
- Benefits: Enjoy competitive pay, professional development opportunities, and a dynamic work environment.
- Why this job: Be at the forefront of CRM innovation and make a real impact on business success.
- Qualifications: Experience with Salesforce and a background in investment management are essential.
- Other info: This is a newly created role, offering a chance to shape the future of CRM.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
A global investment management firm is hiring for a Head of CRM Platform in a newly created role in the business.
This role reports into the Head of Business Management and is responsible for managing and developing the firm’s global CRM strategy following the launch of the global Salesforce platform.
Key responsibilities:
- Work with all business areas to define and agree the CRM platform (Salesforce) strategy
- Provide vision, leadership and advance the business and user requirements
- Maintain relationships with senior management in all business areas
- Develop annual budgets and plans for the support and development of the CRM Platform
- Manage a global team of CRM specialists
Our client is looking for a candidate with experience in supporting the Distribution (Sales, Client Relations and Marketing) business and driving a CRM strategy throughout the firm. Project management skills and a customer centric approach are ideal.
Extensive knowledge of Salesforce and in-house investment management experience are essential for this role.
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Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of CRM Platform (Salesforce)
✨Tip Number 1
Network with professionals in the investment management and CRM sectors. Attend industry events or webinars where you can meet people who work with Salesforce and understand the specific needs of firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends and best practices in CRM strategies, particularly those related to Salesforce. This knowledge will help you demonstrate your expertise during discussions with our team.
✨Tip Number 3
Prepare to discuss your experience in managing teams and projects. Highlight any successful CRM initiatives you've led, especially those that improved sales or client relations, as this aligns closely with what we’re looking for.
✨Tip Number 4
Showcase your understanding of the investment management landscape. Being able to speak the language of our business will set you apart and demonstrate your commitment to driving our CRM strategy forward.
We think you need these skills to ace Head of CRM Platform (Salesforce)
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Head of CRM Platform. Understand the key responsibilities and required skills, especially focusing on Salesforce expertise and project management.
Tailor Your CV: Customise your CV to highlight relevant experience in CRM strategy, Salesforce management, and any leadership roles you've held. Use specific examples that demonstrate your ability to drive a CRM strategy and manage teams.
Craft a Compelling Cover Letter: Write a cover letter that connects your background with the firm's needs. Emphasise your experience in investment management and how it aligns with their goals for the CRM platform. Show enthusiasm for the role and the company.
Proofread and Edit: Before submitting your application, carefully proofread all documents. Check for spelling and grammatical errors, and ensure that your formatting is consistent. A polished application reflects your attention to detail.
How to prepare for a job interview at Mason Blake
✨Showcase Your Salesforce Expertise
Make sure to highlight your extensive knowledge of Salesforce during the interview. Be prepared to discuss specific projects where you've successfully implemented or managed Salesforce solutions, as this will demonstrate your capability to lead the CRM platform effectively.
✨Demonstrate Leadership Skills
As the Head of CRM Platform, you'll need to provide vision and leadership. Share examples from your past experiences where you've led teams or initiatives, particularly in a global context, to show that you can manage and inspire a diverse group of CRM specialists.
✨Understand the Business Needs
Familiarise yourself with the investment management industry and the specific needs of sales, client relations, and marketing teams. During the interview, articulate how you would align the CRM strategy with these business areas to drive success and improve user experience.
✨Prepare for Budget Discussions
Since you'll be responsible for developing annual budgets for the CRM platform, be ready to discuss your experience with budget management. Prepare to explain how you've allocated resources effectively in previous roles and how you plan to approach budgeting for the CRM strategy.
