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, driving resolution and functioning as an escalation point.
• Ensure Salesforce implementations comply with company policies, industry standards, and data security regulations.

Requirements

• 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 related roles.
• Experience in Banking / Financial services is strongly preferred.
• Demonstrated understanding of Marketing Campaign Management across channels, including offer and incentive-based programs.
• Proficiency with Salesforce.com (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, Salesforce Loyalty Cloud, and related capabilities is a plus.
• Domain knowledge related to consumer and commercial banking, customer journeys, and customer experience (CX).
• Strong oral and written communication skills, with the ability to analyze information and make sound decisions.
• Ability to work independently, take initiative, and manage multiple priorities in a fluid environment.

Nice to Have

• Salesforce Admin and/or Product Owner certification.
• Experience with Salesforce Marketing Cloud, Journey Builder, Loyalty Cloud, and related automation tools.
• Additional technical skills or certifications related to Salesforce or marketing automation.

Qualifications

• College Graduate and/or Job Experience Equivalent

Benefits & Perks

• Wellness program
• Health savings account (HSA) with company match
• Health, dental, and vision insurance
• Tuition reimbursement
• Parental leave
• 401(k) with 6% match
• Mentor program
• Medical benefits with wellness incentives