Hiring for VP Level for CRM Salesforce role for Mumbai Location

CRM Support and Project Management team is part of AM's global Data, Digital and Distribution organization. The core objective of the team is to ensure that the data in global CRM (Salesforce), Business & Client Service platforms etc. remains of top quality, strategic and keeps pace with an ever changing client and regulatory environment.

- The team is focused on driving the data agenda forward, building on and supporting the overall CRM platform and data capabilities across the Client journeys.

- The team in India is responsible for supporting a diverse range of business process and reporting needs across our Asset Management organization. The team provides functional and user support to the CRM platform. It plays a pivotal role in the data management/governance stream to help generate vital business/strategic insights for decision making. The team plays a major role in leading, partnering and driving global strategic projects to enhance and build AM platforms and data capabilities

- The role requires leading a team which engages, and works closely with the Distribution teams, and their partners (Client Service, Marketing, Product, Finance, Data Delivery/Business Intelligence and Technology).

Job Specification :

- We are seeking highly motivated and self driven candidates with a unique blend of leadership, interpersonal and analytical skills.

- In addition to functional responsibilities, the lead is expected to act as a key engagement point with global teams and lead a highly motivated team for both qualitative and quantitative agenda of the group.

- In this role, you will be expected to lead the CRM support team, build close partnerships with CRM user / stakeholders, manage and drive global project and work closely with product owner groups across business platforms.

- We are a highly collaborative team - so you will have significant potential for learning and creating an impact so as to add value to the organization.

- The team is responsible for end user support, data quality and controls on client data across life cycle.

Functional Responsibilities :

- Understand current and future business needs, follow CRM industry trends and innovations to proactively improve and maximize the value of the CRM system to be in line with the changing strategies and stakeholder requirements - understand processes / workflows / integrations and translate them into CRM solutions

- The goal is to improve user experience and adoption of CRM system. Aim to simplify processes, maximize efficiency and provide necessary functionalities relevant for user groups

- Drive the team to strategically achieve data modernization and integrity across client journeys by deploying right governance and design strategy on client data

- Engage closely with leadership/business and relevant Product Owners to build/support the end-to-end design, roadmap, implementation plan and adoption strategy.

- Planning, delivery governance, resource optimization & monitoring of critical issues/risks across CRM support/projects and identify/execute improvement programs

- Provide ongoing business support to the users of Asset Management CRM platform, help to set / manage best practices for Salesforce objects, data management, security and compliance.

- Drive user success & adoption of CRM (SFDC) by enabling change network and stakeholder engagement/training

- Act as the interface to technical teams, follows development (design, build, test and implementation phases) and aligns with other CRM sub-product owners on priorities

- Ability to work in an agile environment and should be able to lead projects end to end. Provide / review JIRA boards, user stories, participate across SCRUM ceremonies efficiently

Data Stewardship - Support strong data governance and management to ensure compliance with data standards and a single client view is maintained. Develop consistent data definitions, data owners, define data 'golden sources' and created standardization

- Design and own process improvements for data quality analysis, auditing, tracking, cleansing, and escalation to ensure high quality data within various systems

- The lead should develop in-depth subject matter expertise as well as guide the junior resources on the team with function/domain

- Responsible to build a scalable and sustainable organization, manage controls agenda, and have defined engagement & governance model with key stakeholders with identified metrics and performance parameters.

- Drive collaborations/partnerships with related functions/groups in the broader organization and drive team integrations

Qualifications :

- Relevant industry experience and knowledge of sales process, MBA (Finance)/Engineering is a plus.

- Strong academic background with established analytical, programming and technical skills (Certifications in CRM, Data Management/Analytics & Data warehouse domain is preferable)

- Experience working with an industry recognized CRM platform (Salesforce.com is a plus)

- Project Management Background, Product Owner Certifications and AGILE Certifications are preferable

- Experience with databases and data analysis softwares SQL/Python/BO/Alteryx is a plus

- Strong Microsoft office skills (Word, Excel, PowerPoint)

- Excellent communicator (written and verbal) with strong interpersonal skills

- Experienced people manager adept at working in matrix organization and managing dynamic high performance teams

Skills :

- Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable

- A passion for technology, financial services and asset management

- Demonstrable professional user story writing expertise and presentation/story telling skills

- A balanced approach combining judgment, analytical rigor, curiosity, open-mindedness and creativity

- Ability to delve into details with a view to proactively solve issues, develop new ideas and add value to existing functions

- Ability to build and drive high performing teams, motivated teams

- Strong project management skills

- Ability to multi-task and manage competing priorities/workflows

- Proven ability to quickly learn the business, the application and adapt to ever changing priorities

- Ability to analyze large data sets, summarize findings and recommend feasible solutions

- Ability to explain complex ideas and methods to business partners is essential

- Strong commitment to eye for detail

- Self-motivated, team leader with a strong work ethic

- Ability to build relationships across global teams

- Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritize and set expectations of others accordingly)

- Demonstrable professional user story writing expertise and client presentation skills

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