CRM Manager leading Salesforce strategy and optimization at ClearBank. Driving customer engagement and operational efficiency through innovative CRM solutions.
Responsibilities
Lead the development and execution of a comprehensive CRM strategy aimed at driving business growth, enhancing customer experience, and achieving targeted revenue outcomes.
Serve as the owner of Salesforce, setting the vision for how CRM enables customer lifecycle management, internal collaboration, and business intelligence.
Act as a trusted advisor to the Executive Committee on CRM-related opportunities and risks.
Partner with senior leaders across the Group to identify and prioritise CRM initiatives that drive commercial outcomes, operational efficiency and enhance the organization’s competitive position.
Ensure Salesforce is embedded into core business processes, from onboarding and servicing to risk management and compliance.
Partner with Compliance, Infosec and Data Security teams to ensure CRM initiatives meet regulatory standards (e.g., FCA, GDPR).
Oversee the architecture, configuration, and integration of Salesforce with other core enterprise systems.
Drive innovation through automation, AI, and analytics capabilities within the platform.
Ensure platform scalability, security, and compliance with regulatory standards (e.g., GDPR, FCA, DNB).
Establish and lead CRM governance forums to manage roadmap prioritisation, data quality, and platform standards.
Define and track KPIs to measure CRM effectiveness, adoption, and ROI across the Group.
Ensure robust change management and training programmes to support user adoption.
Develop and lead a high-performing CRM team, including Salesforce architects, product managers, and analysts on day-to-day operations, to drive product development, prioritization and product backlog management.
Foster a culture of collaboration, continuous improvement, and customer-centricity.
Requirements
Proven track record of success in a similar role, leading CRM strategy and Salesforce platform management in a regulated industry (preferably banking or fintech).
Strong technical understanding of Salesforce architecture, capabilities and eco system (Apex, Lightning, Service Cloud, Experience Cloud).
Experience with Salesforce deployment tools (e.g., Gearset, Copado) and integrations (e.g., Jitterbit, DocuSign).
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