Senior Manager, Salesforce Development, Wealth Management CRM

Minimum 10 years of experience in a Management or Development Lead role with proven experience with Agile methodology delivering large-scale complex projects/programs.,Experience managing teams and capacity planning.,Proficiency in requirements management and communication, including walkthroughs, scope and change management, traceability, configuration management, backlog management & prioritization.,Experience implementing CRM solutions in the financial sector, coupled with experience in integrating applications using tools like GraphQL, Kafka and REST APIs.,Ability to combine traditional business analysis skills with lean/agile analysis skills, and identify the need for and use techniques from either skillset (e.g., system context diagrams, use cases, storyboards, relative estimation).,Experience in leading requirements planning and prioritization including stakeholder analysis and effort estimation.,Proficiency in requirements elicitation techniques such as Data Analysis, Document Analysis, Interviews, Facilitated Workshops, Observation, Prototyping, Focus Groups, Surveys.,Deep understanding of the Salesforce platform and its architecture and product suite including Sales & Service Cloud and/or Financial Services Cloud.,Salesforce Administrator and Salesforce Platform App Builder Certifications.

Minimum 10 years of experience in a Management or Development Lead role.,Proven experience with Agile methodology delivering large-scale complex projects/programs.,Experience implementing CRM solutions in the financial sector.,Salesforce Certifications: Salesforce Administrator, Salesforce Platform App Builder (Must-have).,Nice-to-have Salesforce Certifications: Salesforce Platform App Builder, Sales Cloud, Service Cloud.,Nice-to-have: Wealth Management industry experience related to business processes and workflows.,Nice-to-have: Experience with CRM Analytics and leveraging for Predictive Analytics, Next Best Action.