Senior SalesForce CRM Manager

Job ID:
Charlotte, NC
Information Technology, Telecommunications, Array
per year
Zip Code:
Employment Type:
Full time

Job Description:

*Candidate must have a Bachelors degree, and be open to copany paid travel Monday through Thursday each week, always home on weekends.*

Prestigious Enterprise Professional Services Company is currently seeking a Senior SalesForce CRM Manager. Candidate will provide solutions to complex business problems where analysis of situations requires an in depth knowledge of organizational objectives.


Involved in setting strategic direction to establish near term goals for area of responsibility.
Interacts with senior management levels at a client and/or within Company, which involves negotiating or influencing on significant matters.
Interacts with senior management at a client and/or within Company on matters where they may need to gain acceptance on an alternate approach.
Decisions have a major day to day impact on area of responsibility.
Has latitude in decision-making and determining objectives and approaches to critical assignments.
Decisions have a lasting impact on area of responsibility with the potential to impact outside area of responsibility.
Manages large teams and/or work efforts (if in an individual contributor role) at a client or within Company.

It is our intention for our people to live where they work and work where they live. However, in the context of our profession and serving our clients there may be times when you will need to travel.


Minimum 6 years of experience with one or more of the Financial Services Industries (Banking, Capital Markets, Insurance)
Minimum of 6 years of CRM systems implementation experience in one or more of the financial services industries (Banking, Capital Markets, or Insurance)
Minimum of 5 years of
Project Management experience
Bachelor Degree

Preferred Skills:

Another leading management consulting firm or internal consulting experience in the home office
Sales, Marketing, Service and Cloud experience certifications
Software system implementation with customer support experience
Call center experience
Understanding of key CRM Business Architectural concepts
Agile and Iterative experience
Professional Skill Requirements:
Strong project management skills with a proven ability to estimate, plan and effectively execute and control projects to deliver agreed upon scope on time within budget
Effective people development skills with a proven ability to coach and grow project team members
Ability to facilitate complex discussions
Strong analytical and problem-solving skills
Exposure to and/or experience in CRM functionality in financial service industries (eg Banking, Capital Markets, Insurance)
Demonstrated experience in one or several of the following: Personal Lines insurance, Small Commercial Lines Insurance, Large Specialty Insurance, Life insurance, Capital markets, Wealth Management, Banking, Domestic Companies and/or Multi-National Companies.

Company Info
Request Technology - Craig Johnson