The role : Director, Salesforce Strategy & Development Grade : 13 (for internal use only) Location : Virtual - US / New York preferred The Impact : S&P Global is seeking a Salesforce/CRM expert to join S&P Dow Jones Indices as the Director of Salesforce Strategy & Development. In this role, you will lead a dedicated Salesforce team within the Commercial Excellence organization. You will develop a strategy and roadmap to evolve Salesforce capabilities to support mid-to high single digit top line growth. You will drive decision making and execute new strategies via advanced analytics, disciplined test & learn, and effective partnerships. You will report to the Head of Commercial Data & Analytics and work closely with the Commercial (Client Coverage, Channel, Marketing, Research), Product, Legal, and Finance teams. You will manage a team of CRM, Salesforce and Data Analytics resources and serve as a Subject Matter Expert to Marketing, Sales, Channel and Client Experience. You and your team will develop a deep understanding of the business models in which we operate and deploy leading edge technologies and sales tools to provide sophisticated data-driven prospecting, metrics, and actionable intelligence. As leader of the team, you have strong hands-on analytics experience, drive, and curiosity. You know how to rise above the numbers and explain the crucial commercial insights to colleagues at all levels. You will help strengthen commercial excellence within SPDJI, drive greater efficiency, and strengthen controls. Responsibilities :
Developing architecture strategy for Salesforce, overseeing the build out and integration of Salesforces within the SPDJI's commercial organization.
Act as a lead for all Salesforce strategy, requirements, integrations, development and administration
Democratize data by enabling access to key business drivers, trends, and operating metrics
Participate in cross-functional teams that address strategic business issues involving CRM, marketing, and sales.
Identify and execute commercial data automation and streamlining opportunities
Develop and maintain custom data input screens, reports, dashboards, validation rules, and workflow.
Maintain the functional areas of data management, accounts, contacts, leads, opportunities, Quotes, Orders, Cases, etc.
Assist with the training of new and existing end users
Maintain system metrics to track trends in usage and data integrity.
Identify usage problems and craft technical / communication plans to remedy.
Develop training materials and train users on Salesforce functionality.
Work closely with business and outside vendors to provide Salesforce support.
Lead release and deployment processes for assigned projects.
Provide high quality solutions to business problems for CRM for Sales, Channel and Marketing
This is a Hands-on role for a person that can roll up his or her sleeves for Salesforce Administration, Configuration, design and development discussions and triaging with business personnel.
S&P Global states that the anticipated base salary range for this position is $110,100 to $228,700. Base salary ranges may vary by geographic location. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, visit https://www.spgbenefitessentials.com/newhires.Qualifications :
6+ years' experience in Salesforce management and client data reporting/analytics, preferably within the Financial industry
Bachelor's degree in quantitative field (e.g. Statistics, Engineering, Computer Science, Economics or related field), Master's degree preferred.
Exceptional analytical/conceptual thinking acumen to solve business problems and articulate key findings to senior leaders/stakeholders in a succinct and concise manner
Understanding of sales and digital marketing platforms and working knowledge of sales systems and tools
Knowledge of automated systems for statistical analysis and tracking of commercial sales data for forecasting purposes
Knowledge of forecasting techniques, surveys, trend analysis, econometric models, and machine learning algorithms
Demonstrated knowledge of MS Excel, Salesforce, SQL, Tableau, R; Salesforce certification a plus
Ability to visualize complex data sets that provide insights and clearly inform areas of action
Ability to project-manage effectively, and manage several concurrent projects through collaboration across teams/geographies
Excellent communication and interpersonal skills, and ability to build and retain strong working relationships
Organized, detailed-oriented and strategically focuses
Critical experiences :
Previous experience with Salesforce implementation or experience in developing, managing, or enhancing Salesforce CRM platforms
Previous experience working across a fast-paced matrix organization partnering with cross-functional teams and external vendors to deliver analytical insights at top speed
Proven track record of converting business needs into analytical plans - experience with critically evaluating complex business information from multiple perspectives, including questioning assumptions and validity
Proven experience of building solutions and enabling analysis at scale to drive decision-making
Proven track record of effectively managing and coaching direct reports
Demonstrable leadership and influencing skills in a team setting, including extended teams where members are not always direct reports
At S&P Dow Jones Indices, our role can be described in one word: essential. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500(r) and the Dow Jones Industrial Average(r). More assets are invested in products based upon our indices than any other index provider in the world; with over 1,000,000 indices, S&P Dow Jones Indices defines the way people measure and trade the markets. We provide essential intelligence that helps investors identify and capitalize on global opportunities. S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spdji.com . S&P Global has a Securities Disclosure and Trading Policy ("the Policy") that seeks to mitigate conflicts of interest by monitoring and placing restrictions on personal securities holding and trading. The Policy is designed to promote compliance with global regulations. In some Divisions, pursuant to the Policy's requirements, candidates at S&P Global may be asked to disclose securities holdings. Some roles may include a trading prohibition and remediation of positions when there is an effective or potential conflict of interest. Employment at S&P Global is contingent upon compliance with the Policy. S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Please note that S&P Global is a federal contractor, and in keeping with the US Government's federal contractor vaccine mandate, the company plans to require all employees in the US to be fully vaccinated if and when such requirements becomes enforceable. S&P Global will also follow other state and local vaccine requirements which may apply. 202 - Middle Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT202.2 - Middle Professional Tier II (EEO Job Group)