CRM Delivery Consultant

About the Role

Key Responsibilities

• Work closely with Marketing team members to gather and document requirements, ensuring that the platform meets their needs.
• Work with product managers to translate business requirements into user stories for the development team and oversee the development and implementation of new features.
• Demonstrate features and functionality that enable campaigns to business partners.
• Ensure that all Salesforce implementations meet quality standards, are tested thoroughly, and are delivered on time.
• Coordinate and provide training to users on new features and functionalities within Salesforce.
• Provide end user support and education for any issues that arise, acting as an escalation point.
• Ensure Salesforce implementations comply with company policies, industry standards, and data security regulations.

Requirements

• Demonstrated critical thinking skills, ability to analyze information accurately, and make sound decisions.
• Strong oral and written communication skills to clearly convey complex findings.
• Ability to work independently, take initiative, and be accountable for results.
• Ability to partner with multiple stakeholders and manage multiple priorities in a fluid environment.
• Enjoys new challenges and has a growth mindset.
• Champion the importance of data quality and accuracy.
• Understanding of Marketing Campaign Management and application across channels.
• Experience with Salesforce CRM (Financial Services Cloud, Sales/Service Clouds, Marketing Cloud).
• Salesforce Admin and/or Product Owner certification is a plus.
• Knowledge of Salesforce Marketing Cloud, Journey Builder, Loyalty Cloud, and related capabilities is a plus.
• Domain knowledge related to consumer and commercial banking, customer journeys, and customer experience.
• Bachelor's Degree in MIS, Marketing, Computer Science, or related field, or equivalent experience.
• Minimum 3-5 years of demonstrated experience in relevant roles.
• Banking/Financial services experience is strongly preferred.

Nice to Have

• Salesforce certification as Admin and/or Product Owner.
• Experience with Salesforce Marketing Cloud, Journey Builder, Loyalty Cloud, and related capabilities.
• Banking and Financial Services domain knowledge.

Qualifications

• Bachelor's Degree in MIS, Marketing, Computer Science or a related field or an equivalent combination of education, training, and experience.
• Minimum 3-5 years of demonstrated experience in relevant roles.

Benefits & Perks

• Medical with wellness incentives, dental, and vision.
• HSA with company match.
• Maternity and parental leave.
• Tuition reimbursement.
• Mentor program.
• 401(k) with 6% match.