Industry: Financial Services•
8 - 10 years
Posted 428 days ago
Region: Woodbridge State: NJ
Bessemer Trust is seeking a highly skilled and motivated Salesforce Manager to lead the adoption and delivery of business value of Salesforce. In addition, the Salesforce Manager will assist our staff transition to modern development processes and tools, including Design Thinking, Agile methodology, Jira and native development on the cloud (PaaS).
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations. The firm oversees more than $100 billion in assets for approximately 2,200 relationships.
Building on the firm’s collaborative culture and history of business innovation, the Technology group at Bessemer, after completely revamping its computing environment over the last decade, has been strategically pursuing an innovation journey – encompassing state-of-the-art open-workspace, alignment and collaboration with business, Design Thinking, Agile, idea management, cloud computing (SaaS, IaaS, PaaS), mobile, APIs, vendor research, and ongoing staff development – making the firm an ideal place for technology professionals to pursue challenging and rewarding careers.
The Salesforce Manager will be a member of the Bessemer Trust Application Delivery department, within the Technology organization. Application Delivery is responsible for integrating, delivering, maintaining and supporting all applications used by our employees and clients.
This position reports to the Head of Application Delivery and is located in Woodbridge, New Jersey.
Maximize adoption and realized business value of Salesforce
Assist our staff transition to modern development processes and tools, including Design Thinking, Agile methodology, Jira and native development on the cloud (PaaS)
Manage a team of developers, including work assignment, mentoring, performance reviews, compensation and career progression
Partner with Marketing on Salesforce Marketing Cloud and the mailings process
Work with Client Advisory Relationship Manager and Business Partners to prioritize backlog of initiatives and enhancement requests
Plan and oversee approved initiatives and allocate resources
Coordinate with Business Analysis and Quality Assurance groups to align resources
Negotiate vendor contracts and work with Legal through the review process
Work with Information Security and Legal on vendor risk management
Lead Design Thinking sessions to define value models
Manage backlogs and sprints utilizing Jira and agile methodology
Provide project status to senior management
Manage vendor relationships
Facilitate large meetings and brainstorming sessions
Develop a deep understanding of Bessemer's business processes as well as expertise of our systems, workflows, data structure and culture
Ensure developers and applications comply with our best practices, policies and procedures
Participate in and support internal audit and regulatory reviews
BA / BS required - Business / Finance / Economics / Computer Science preferred
5 years or more managing Salesforce. Success with adoption and delivering business value to users.
7-10 years or more of financial services system-related experience. Experience at a private wealth management company or family office is preferred.
Acknowledged depth and breadth of technical knowledge and expertise with Salesforce and Marketing Cloud
Salesforce Certified Administrator preferred. Additional Salesforce certifications a plus.
Excellent interpersonal skills. Able to develop effective working relationships. Proven ability to influence professionals at all levels and to lead teams across functions.
Superior cross-organizational program management skills. Strong project management skills resulting in projects that are delivered on time and on budget.
Demonstrated ability to prioritize and manage multiple assignments in a fast-paced and competitive environment
Exceptional communication skills, including the ability to convey complex ideas clearly and concisely
Unquestionable integrity and personal credibility
Effective problem diagnosis and solution aptitude
Self-confidence and mature mind-set
Established track record of building collaborative relationships
Recognized for fostering teamwork
Work quality reflects high degree of thoroughness and attention to details
Entrepreneurial orientation and initiative - a self-starter