Vice President, CRM & Platforms Lead

About the role

The Vice President, CRM & Platforms Lead will be responsible for the development & management of a distribution innovation stack, including the administration of Salesforce CRM and other emerging technologies. Reporting to the Head of Sales Enablement, this role will develop & maintain a strategic roadmap for the CRM and other platforms; monitor system usage; identify opportunities for overall improvement to drive markering and distribution business development; provide training and education on best practices; and build platform-related reporting and analytics.

Responsibilities

• Act as a senior thought partner to the Head of Sales Enablement and the Distribution COO, with a strong focus on usability, adoption, and analytics impact.
• Partner with Sales leadership to identify opportunities to improve sales productivity, coverage, and execution, and directly translate those opportunities into platform and data solutions.
• Demonstrate strong technical understanding—including data architecture—and the ability to translate technical issues across different business units into requirements.
• Collaborate with IT resources and leverage AI to Architect small-to-large solutions.
• Define epics for development and deployment, maintain project plans, timelines, and status reports to keep stakeholders informed.
• Manage sprint planning and backlog prioritization.
• Ensure maintenance of ongoing CRM & Sales Enablement process documentation and system configurations as business processes evolve and new features are added.
• Audit CRM data quality through validation rules, monitoring KPI dashboards, and bulk data processing.
• Recommend optimal ways to drive business and marketing engagement such as lead engagement.

Requirements

• Minimum Requirements: 7+ years B2B Salesforce administration. Asset management industry preferred.
• Experience leveraging AI tools to streamline business analysis and articulate problem statements and solutions.
• Adept at communicating complex concepts and working with business partners to co-develop and lead CRM deliverables.
• Ability to develop and maintain roadmaps and identify technical and systemic dependencies to structure medium-to-large initiatives.
• Salesforce Certified Administrator certification, as well as other Salesforce certifications such as Platform Developer and Business Analyst preferred.
• Demonstrated experience effectively leading, developing, and managing people is preferred.
• Experience integrating Marketing Automation tools.
• Knowledge and familiarity with industry software and tools for Sales and Marketing such as Tableau, Agentic AI, Marketo, Seismic, LinkedIn Sales Navigator, Dialpad, Responsive, and Allego.
• Excellent interpersonal and communication skills.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.