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Head of CRM Platform (Salesforce)

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Date Posted

13 November 2019



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A global investment management firm is hiring for a Head of CRM Platform in a newly created role in the business.

This role reports into the Head of Business Management and is responsible for managing and developing the firm’s global CRM strategy following the launch of the global Salesforce platform.

Key responsibilities:

  • Work with all business areas to define and agree the CRM platform (Salesforce) strategy
  • Provide vision, leadership and advance the business and user requirements
  • Maintain relationships with senior management in all business areas
  • Develop annual budgets and plans for the support and development of the CRM Platform
  • Manage a global team of CRM specialists

Our client is looking for a candidate with experience in supporting the Distribution (Sales, Client Relations and Marketing) business and driving a CRM strategy throughout the firm. Project management skills and a customer centric approach are ideal.

Extensive knowledge of Salesforce and in-house investment management experience are essential for this role.


“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”

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