VP, Squad Leader, Salesforce Platform at Fidelity Investments in Durham, NC

JOB DESCRIPTION:

Fidelity’s Workplace Investing (WI) business unit uses Salesforce platform for its Client Relationship Management (CRM) and various other capabilities and uses the platform as a key component of the associate experience for sales & client service teams. Considering the current usage & future potential, WI considers the Salesforce platform a key strategic asset & capability.

The VP, Squad Leader, Salesforce Platform will be responsible for platform’s overall vision, strategy, outcomes, metrics & alignment with business and technology needs. This role will be accountable for creating & socializing the platform strategy & associated outcomes within WI & will be encouraged to balance short-term achievements with long-term vision & strategy. He/she will lead a cross-functional agile team consisting of business analysts, engineers, technology architects, etc. to deliver incremental client/business value aligned with the platform’s overall vision & strategy.

This role will be part of the Employer Journeys tribe within the Employer Experience domain. He/she will partner closely with Employer Journeys tribe leader & squad leaders, leaders in sales, marketing, relationship management & operations, tribe & squad leaders within other domains/tribes and chapter leaders within various technology & other chapter areas.

The Expertise You Have

• Bachelor’s degree required; MBA preferred but not required
• 5-10 years of experience in product leadership, management, product development or strategy
• 2-5 years of combined experience in Salesforce platform or applying Salesforce platform within a business for its CRM & other capabilities
• Strong communication, presentation and collaboration experience with internal and external partners and team members
• Experience in financial services industry is a plus

The Skills You Bring

• Product leadership & management
• Critical thinking
• Expertise in applying Salesforce capabilities to drive client/business value
• Exhibit strong cross-functional leadership and collaboration skills to navigate a multi-stakeholder environment with a range of priorities and perspectives
• Comfortable leading, advising and collaborating with partners & associates without formal management

The Value You Deliver

• Define & manage overall vision, strategy, outcomes, metrics & alignment with business and technology needs for WI’s Salesforce platform
• Lead a cross-functional agile team consisting of business analysts, engineers, technology architects, etc. to deliver incremental client/business value aligned with the platform’s overall vision & strategy.

COMPANY OVERVIEW

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.