Vice President, CRM Developer

Major Responsibilities/Activities

• Developing integration solutions for our CRM ecosystem
• Development of service-based solutions to integrate between different platforms, including services hosted in Azure and Microsoft Fabric
• Development of applications utilizing Azure App Services (PaaS), Azure SQL Database, and Microsoft Fabric
• Working with developers and other IT members in identifying and proposing application system changes, enhancements, or troubleshooting issues
• Supporting business users, investigating, and resolving application errors, data discrepancies and queries
• Clearly articulating technical concepts to lead business stakeholders
• Working with departments to shape our strategic vision around CRM and related marketing materials

Minimum Requirements

• A Bachelor’s Degree in the Information Technology field is required
• 10+ years’ experience with C#/Python, .NET Core, and SQL Server in a similar financial services environment
• Substantial experience in developing application solutions through all phases of the application lifecycle from initial requirements gathering to ongoing enhancements
• Strong knowledge of SQL for advanced querying, window functions, CTEs, pivoting, and handling slowly changing dimensions
• Strong knowledge of ETL tools and patterns
• Strong knowledge of Salesforce, Pardot, Marketo and their relevant APIs
• Ability to work independently and as part of a team
• Strong customer service skills, with excellent written and verbal communication, in order to communicate with all levels of end users and help develop sustainable business solutions that address user requirements
• Ability to work with users and managers to prioritize between tasks
• Prior proven vendor management skills
• Understanding of the standard CRM object model (Account, Contact, Firms, Opportunity, Lead, Campaign)
• Excellent written and verbal communication skills
• Knowledge of Salesforce SOQL, Bulk API, and REST API
• Reasonable financial product knowledge and knowledge of the portfolio management process (Positions, weights, benchmarks, etc.)
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives

Beneficial Skills

• Experience with Microservices
• Experience with Microsoft Fabric, Azure DataBricks, or Snowflake
• Experience with Azure DevOps (CI/CD)
• Recent experience in an Asset Management Firm or Hedge Fund
• Reasonable knowledge of master data management concepts
• Experience with Python and various data manipulation libraries
• Experience of using job scheduling software (JAMS, ActiveBatch, AutoSys or equivalent)
• Technical writing and documentation proficiency