Job Description

ROLE OVERVIEW



PURPOSE OF JOB



We are seeking a strategic and technically proficient Senior Manager to lead the Salesforce function within our Digital Team, supporting the broader Business Development and Marketing (BD&M) function. This role will oversee the day-to-day operations of our Salesforce platform, manage a small team of Salesforce specialists, and drive the roadmap for future development in collaboration with divisional marketing teams. You'll be the go-to expert for Salesforce objects including Contacts, Accounts and Opportunities (Enquiries) within BD&M, ensuring the platform is optimised, scalable, and aligned with business goals.



MAIN RESPONSIBILITIES AND DUTIES


Own and evolve the Salesforce roadmap in partnership with divisional marketing team leaders, aligning platform development with BD goals and marketing strategies. Work collaboratively with the divisional marketing teams to support the delivery of business development and marketing plans where related to CRM. Act as the primary liaison between BD stakeholders and the Digital Team with regards to CRM systems. Collaborate with the Marketing Automation Team on configuration and integration efforts for Salesforce. Collaborate with Pardot / Automation platform leads and other key systems to ensure data integrity and system performance. Troubleshoot complex issues and implement scalable solutions. Translate business needs into technical requirements. Communicate platform capabilities and limitations clearly to non-technical stakeholders. Champion user adoption and training initiatives. Support with providing ad-hoc CRM reporting. In support of the above some travel to other JTC jurisdictions will be periodically required. Remain up-to-date with the latest developments in related CRM tools, and best practices, and make recommendations for continuous improvement. Adhere to JTC core values and expected behaviours. Any other duties as deemed necessary by senior management. Manage our dedicated team BD&M CRM Administrators. Provide day-to-day guidance, troubleshooting support, and technical leadership. Foster a collaborative and high-performing team culture.

ESSENTIAL REQUIREMENTS


Demonstrated hands-on experience with Salesforce Sales Cloud and Financial Services Cloud and CRM Analytics including platform management and strategic planning. Basic understanding of Marketing Cloud and Account Engagement as well as Data Cloud, Agentforce and Einstein. Proven experience in Salesforce product management, ideally in a client-side CRM Manager or agency/partner role. Strong understanding of Salesforce architecture, administration, and org management. Demonstrable experience with Salesforce Analytics (CRMA), including the ability to design and articulate new reports that integrate multiple datasets to deliver actionable insights Experience leading teams and managing cross-functional projects. Salesforce certifications (Administrator, Platform App Builder, Architect, or Consultant). Strong, demonstrable troubleshooting and problem-solving skills. Excellent communication and stakeholder management abilities. Experience with roadmap development and platform scaling. Experience with Salesforce, ideally Salesforce Financial Services Cloud. Strong organisational skills with excellent attention to detail, the ability to work to tight deadlines. Ability to manage multiple tasks concurrently and prioritise effectively. Self-motivated, proactive and a willingness to learn new skills, tools and platforms. Demonstrating a genuine interest in CRM management. Prior experience in the financial services industry is desirable but not essential. Degree or relevant Salesforce / CRM qualifications or certificates.

OUR COMMITMENT TO INCLUSION & WELLBEING



JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.