Salesforce Director
CRC Insurance Services
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Job Level
Tech Stack
About the role
- Grow & maintain the relationships with Sales and Service teams to stay abreast of upcoming Salesforce demands for the company.
- Work with other business managers to ensure best practices are shared and adopted.
- Develop strategic vision and playbooks to maximize net sales revenue across both new sales, add-on and upsell.
- Understand business processes and potential constraints (budget, timeline, expertise, etc.) to define optimal and reasonable project scope and expectations.
- Develop and maintain process automation & dashboards for efficiency and scale for routine manual tasks for faster decision-making.
- Work with internal clients to clearly understand their needs, document the high-level requirements and validate the requirements to make sure the solution is aligned to their expectation.
- Lead a functional team and facilitate cross-functional collaboration across internal stakeholders.
- Work across sales and service teams to optimize SFDC integration, driving adoption and providing ongoing enhancements to meet internal team’s satisfaction requirements and demand.
- Guide the development of materials required for workshop sessions.
- Understand Agile framework and agile ceremonies.
- Design the UAT phase to review the final solution against the requirements.
- Develop an overall project plan that includes detailed release, outage and launch approaches.
Requirements
- Bachelor’s degree or equivalent required.
- 8-10 years’ experience in product management, partnership management, strategic partnerships, or management consulting.
- 4 or more years’ experience with Salesforce.com platform.
Benefits
- medical, dental, vision, life, disability, and AD&D insurance
- tax-advantaged savings accounts
- 401(k) plan with company match
- generous paid time off programs, including company holidays, vacation and sick days, new parent leave
- professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Salesforceprocess automationdashboardsproject managementUATAgile frameworkstrategic visionrequirements documentationcross-functional collaborationsales optimization
Soft Skills
relationship managementcommunicationleadershipcollaborationproblem-solvingstrategic thinkingadaptabilitystakeholder engagementfacilitationdecision-making
Certifications
Bachelor's degreeSalesforce certification