Asset Management – Salesforce Administration CRM

Job Description

You are a strategic thinker passionate about driving solutions in Sales CRM . You have found the right team.

You will work closely with cross-functional teams to ensure the platform delivers value, improves efficiency, and enhances the overall client experience for our Asset Management business.

Job Responsibilities:

• Provide ongoing business support to the users of Asset Management Customer Relationship Management platform and undertake business process engineering initiatives - Apply critical thinking to troubleshoot issues, proactively identify and develop new ideas / innovations that will add value to the business and team
• Oversee the day-to-day management of the CRM platform, ensuring it meets the evolving needs of Sales and Client Service teams. Identify opportunities for platform enhancements and optimizations to improve user experience and operational efficiency.
• Analyze CRM data to identify trends, usage patterns, and areas for improvement. Work with stakeholders, highlighting key insights and recommendations for platform enhancements. Design and own process improvements for data quality analysis, auditing, tracking, cleansing, and escalation to ensure high quality data within various systems
• Collaborate with Sales, Client Service, Technology, and other stakeholders to gather and prioritize requirements for CRM enhancements. Act as a liaison between technical teams and business users to ensure alignment and effective communication.
• Develop and maintain detailed user personas for Sales and Client Service teams to ensure the CRM platform addresses their specific needs and workflows. Conduct regular user feedback sessions to gather insights and refine user personas.
• Define and prioritize CRM features and enhancements based on business value, user feedback, and strategic goals. Develop and maintain a product roadmap that aligns with organizational objectives and stakeholder expectations.
• Develop and deliver training materials and sessions to ensure effective adoption and utilization of the CRM platform by Sales and Client Service teams. Provide ongoing support and troubleshooting assistance to users, addressing any issues or concerns promptly.

• At least 3 years of relevant industry experience and knowledge of sales process, MBA (Finance)/Engineering is required
• Strong academic background with established analytical, programming and technical skills
• Experience working with an industry recognized Customer Relationship Management platform -Salesforce.com
• Experience with databases and data analysis software proficiency with SQL/Python/BO/Alteryx
• Ability to delve into details with a view to proactively solve issues, develop new ideas and add value to existing functions
• Excellent communication, collaboration, and problem-solving skills.
• Strong project management skills - Ability to manage multiple priorities and work effectively in a fast-paced environment

• Certifications in Customer Relationship Management , Data Management & Business Intelligence domain is preferable
• Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable