Salesforce CRM Lead - Isle of Man, United Kingdom - Nedbank Private Wealth

Nedbank Private Wealth

Verified Company

Isle of Man, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Salesforce CRM Lead:

We have a great opportunity for an experienced Salesforce CRM leader to join at a very exciting time. This role will be responsible for leading, owning and managing our Customer Relationship Management (CRM) platform.

This includes leading a team of salesforce administrators in managing the CMR strategy, the development and implementation of new features and capabilities as well as the ongoing maintenance and management of the CRM platform.

Who are we?

Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE.

The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, together with trustee and corporate services to both business and private clients worldwide.

At Nedbank Private Wealth, we value the 6Cs, which are the behaviours we encourage in all of our employees: Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.

Role Specific Details

Lead the Strategy, design, development and management of the CRM platform.
Manage the ongoing maintenance and optimisation of the CRM platform
Work with other change and technology teams to be the lead CRM representative on change programmes and projects involving the CRM platforms
Develop and manage a roadmap of enhancements and features in collaboration with your team and the organisational change management process to add business value
Take part in agile project sprints, lifecycles and manage resource accordingly
Develop and adapt strategies, processes, tools and approaches to optimise the efficiency of the team in collaboration with other platform leads
Ensure that the CRM platform meets the needs of our business and clients
Work with other platform teams and external parties where integration or cross platform activity is required
Manage, Motivate and lead the team on a day to day basis
Collaborate with stakeholders at all levels of the organisation to determine CRM system requirements and functionalities
Develop and maintain through, up to date knowledge of CRM practices, trends and emerging technologies
Analyse business requirements with your team and design innovative solutions to business problems
Manage and maintain processes, procedures and policies relating to their platforms
Vendor management of relevant business systems suppliers
Work closely with the change management team and Chief Technology Officer to agree current priorities and resource allocation between BAU and project activities
Work closely with the CTO to ensure BAU and project activities are aligned with the NPWI technology strategy
Mentor and development of junior engineers and administrators

Technical Skills and Experience

Minimum of 5 years working alongside technology and change professionals within a banking and investments environment
Minimum of 2 years experience leading, maintaining and developing CRM solutions.
Experience of Systems and Business Analysis
Proven track record of successfully implementing software, IT and business projects
Knowledge and understanding of systems testing (Regression Testing, Smoke testing, automated test tools
Strong people skills and leadership experience
Indepth understanding of business needs with the ability to establish / maintain high levels of customer trust and confidence
Good leadership skills and ability to work well within a team
Excellent attention to detail
Ability to influence key decision makers
Strong negotiation skills
Excellent communication skills, with the ability to engage senior executives and staff

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Life at Nedbank
We recognise that our people are our most asset; they are at the centre of the company. We recruit individuals who share our dedication, drive and commitment to client service. It is why we are accredited by the Best Companies to Work For as an outstanding company.

Supporting our employees is at the heart of what we do, whether it's through our extensive benefits package or our many social activities and charity fundraisers.

Some of our recent events include paddleboarding, cocktail night and our annual rounders evening, to name a few.

We also promote our climate positive workforce through Ecologi, where we fund projects helping fight against climate change, plant trees, and reduce our carbon footprint.

Training and development is of the utmost importance to us we're continually striving to learn, share our knowledge and improve our expertise.

We have a dedicated platform for online learning, live training sessions and access to thousands of courses, in addition to supporting our employees in their journey to explore, learn and grow.

To apply

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