Head of Sales Enablement

Head of Sales Enablement

Requirements

• Minimum of 8 years of direct experience with Salesforce platform with expert proficiency in administrative processes and architectural constructs; Certifications such as ADM201 and ADM211 are preferred
• Prior experience in Financial Services (5-10 years), preferably within Asset Management, with a solid understanding of institutional, intermediary, and/or wealth management businesses
• 3 – 5 years of direct managerial experience; managing global teams would be a plus
• Ability to balance technical CRM capabilities (e.g., configuration, reporting, integrations) with business-focused solutions that drive commercial outcomes.
• Strong data management skills, including automated batch processes and governance.
• Familiarity with analytics and dashboarding tools; Tableau is a plus.
• Strong project management and program management experience, with proficiency in platforms such as Azure Dev/Ops, Jira, Trello, or similar agile project management platform is preferred
• Demonstrated ability to integrate diverse challenges and ideas from multiple industries or disciplines, uncovering fresh perspectives and delivering innovative solutions
• Proven success in engaging with both technical/analytical and business professionals, with the ability to translate complex insights into clear, actionable recommendations for non-technical stakeholders

Responsibilities

• Build and maintain relationships with key business stakeholders to understand priorities, needs, and opportunities for enablement and to improve the seller experience and user experience
• Lead and Manage a global team of Salesforce Administrators (6) and data analysts (3) that provide day-to-day support for users, run ongoing processes to ensure data integrity of the platform, provide new joiner and ongoing training, and deliver workflow improvements
• Oversee Salesforce platform changes, including updates, enhancements, workflow changes; Partner with our CRM IT team to ensure technical support for the platform and deliver on change initiatives
• Collaborate with Business Analytics, Sales Data Management, Enterprise Data Governance teams to ensure proper data governance and usability of captured data for analytics purposes
• Stay informed of CRM best practices, industry trends, updates to Salesforce, the CRM vendor landscape, and sales technology advances
• Develop business cases for initiatives in collaboration with business stakeholders, CRM team, and IT. Propose innovative solutions, evaluate vendors, and make informed build-versus-buy recommendations and decisions
• Design and implement a strategic roadmap for the Salesforce platform, ensuring alignment with business objectives; Serve as a project manager for key initiatives delivering measurable outcomes
• Define and maintain streamlined processes for ad hoc requests, ongoing data management, issue resolution, and change management to ensure operational efficiency
• Manage third-party data integrations (e.g., DST, Broadridge) to ensure seamless workflows for the intermediaries business
• Establish and monitor metrics to measure platform adoption and CRM team servicing levels. Develop KPIs to drive continuous improvement and user satisfaction

Preferred Qualifications

• Certifications such as ADM201 and ADM211 are preferred
• Managing global teams would be a plus
• Familiarity with analytics and dashboarding tools; Tableau is a plus
• Proficiency in platforms such as Azure Dev/Ops, Jira, Trello, or similar agile project management platform is preferred