Macquarie Bank

Salesforce CRM Platform Lead

Macquarie Bank$100K — $130K *
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience with Salesforce or similar CRM platforms
  • Ability to troubleshoot complex platform issues
  • Experience in client onboarding and transaction lifecycle workflows
  • Strong communication and stakeholder management skills
  • Proactive approach to data quality and continuous improvement

Responsibilities

  • Oversee daily operations of the CRM platform
  • Manage and prioritize platform backlog based on business impact
  • Act as a liaison between business users and technology teams
  • Identify and implement process improvements and optimization
  • Support client onboarding, transaction execution, and servicing activities

Benefits

  • Hybrid working model with 4 days in the office per week
  • Opportunity to enhance CRM platform and drive business outcomes
  • Work in a role that influences key operational workflows
  • Collaborate closely with diverse teams and stakeholders
  • Gain exposure to the Commodities and Global Markets business sector
Full Job Description
  • Email


Our team delivers and supports critical client relationship management capabilities that enable client onboarding, deal execution, and ongoing client servicing. We work closely with business and technology teams to ensure our CRM platform operates effectively, supports business priorities, and continues to evolve to meet changing needs. By combining operational excellence with continuous improvement, we help drive efficient workflows, data integrity, and a seamless user experience across the platform.

While Macquarie offers hybrid working for many of our roles, this role does require 4 days a week in our advertised location.

What role will you play?

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As a 12 month contractor you will take ownership of the day-to-day operation and ongoing enhancement of our CRM platform, ensuring it effectively supports business-critical processes and delivers a reliable experience for stakeholders. Acting as a key link between business users and technology teams, you will manage platform priorities, resolve complex issues, and balance operational support with strategic improvement initiatives.

You will oversee the platform backlog, prioritizing work based on business impact and urgency while maintaining continuity for activities that support client onboarding, transaction execution, and client servicing. You will identify opportunities to improve processes, optimize platform performance, and increase automation, helping the business operate more efficiently and effectively. Reporting to the CRM Product Owner, you will work closely with business stakeholders, technology teams, and delivery partners to drive outcomes that support business growth and operational excellence during your 12 month contract.

What you offer

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• 5+ years of experience administering and supporting Salesforce or a comparable enterprise CRM platform, including system architecture, workflows, approval processes, and data management
• Proven ability to troubleshoot complex platform issues, manage priorities, and coordinate resolution across business and technology teams
• Experience supporting client onboarding, transaction lifecycle, client servicing, or other business-critical operational workflows
• Strong stakeholder management and communication skills, with the ability to translate technical concepts into practical business outcomes and influence decision-making
• Proactive and outcome-focused approach with a strong sense of ownership, experience managing data quality and governance processes, and a commitment to continuous improvement and platform optimization

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

About Commodities and Global Markets

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Commodities and Global Markets is a global business offering capital and financing, risk management, market access, physical execution and logistics solutions to its diverse client base across Commodities, Financial Markets and Asset Finance.

Empowering all kinds of bright and driven people

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About Macquarie Bank

Macquarie Bank is a global financial services provider that offers banking, financial advisory, investment and funds management services. The company was founded in 1969 and is headquartered in Sydney, Australia. Macquarie Bank operates in 31 countries and has a strong presence in Australia, Asia, Europe, and the Americas. The company has a diversified business model, with operations in areas such as infrastructure, real estate, and commodities. Macquarie Bank is committed to sustainability and has implemented several initiatives to reduce its environmental impact, such as reducing its carbon footprint and investing in renewable energy.
Learn more about Macquarie Bank
Size
18,133 employees
Industry
Founded
1969
NASDAQ

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