Company:
Fanning Personnel
Location: Boston
Closing Date: 26/10/2024
Salary: £150 - £200 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Job Responsibilities:
- Partner with Salesforce IT team & key business stakeholders to manage and prioritize the backlog of requested enhancements.
- Act as liaison with key stakeholders across IR, Client Experience, Compliance, and Marketing to ensure Salesforce is meeting the needs of the business.
- Support the design and implementation of new Salesforce functionality and business processes; lead testing and training of new features, as necessary.
- Document firm fundraising processes and Salesforce.com best practices; provide training to new users and ongoing training as necessary.
- Act as Salesforce SME on relevant cross-functional projects related to Commercial & Marketing Operations or Client Experience, as necessary.
- Support the ongoing management of the Salesforce.com and CRMA product roadmap (alongside Salesforce IT team and VP, Commercial Operations).
- Enhance Salesforce data quality by creating/monitoring data quality dashboards and partnering with business stakeholders to address data quality issues.
- Monitor key integrations and ensure errors are identified and fixed in a timely manner.
- Support historical data cleanup efforts to improve overall accuracy and reliability of IR and Client Experience data.
- Complete other ad hoc projects and initiatives, as necessary.
Qualifications:
- Extensive experience with Salesforce.com CRM platform; familiarity with CRM Analytics, Marketo, Seismic, and other relevant commercial applications is a plus.
- Strong communicator, in both written and verbal form.
- Driven self-starter with a bias for action and desire to continuously improve upon the status quo.
- Team player who enjoys collaboration and working cross-functionally to drive change.
- Avid learner who desires to continuously grow and develop.
- Problem solver who enjoys bringing abstract concepts into reality.
- Experience with MS Excel (lookups, pivot tables) and PowerPoint.
- 2-4 years of experience.
Required Years of Experience:
2
Additional Info:
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Fanning Personnel