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RBFCU Wealth Management

Salesforce CRM Senior Director - Sales & Marketing Technology

Reposted 15 Days Ago
Be an Early Applicant
In-Office
Boston, MA, USA
250K-300K Annually
Senior level
In-Office
Boston, MA, USA
250K-300K Annually
Senior level
Lead global CRM technology strategy, mentor teams, collaborate across regions, and drive innovation in sales and marketing solutions.
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About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

We’re seeking a dynamic Sales & Marketing Technology Leader to shape our global Salesforce CRM strategy and technology excellence. This role will focus on enhancing core capabilities across our global teams. The Sales & Marketing Technology Leader will provide Salesforce CRM ecosystem expertise and leadership that supports and drives both strategic solutions and enhancements. They will have the ability to partner and influence business partners, internal teams, and/or vendors to deliver high quality products within the expected timeframes and planned roadmaps. This is a hands-on role that will include day-to-day collaboration with key business stakeholders, product development, technology leads and offshore engineering teams.

This is your chance to influence the future of how we serve clients, drive business growth, and empower our teams with the best-in-class sales and marketing solutions.

Key Responsibilities

How you'll spend your time... 

  • Lead Global Tech Strategy: Own the global technology strategy for Sales and Marketing products across EMEA, North America, and India; specifically, the Salesforce CRM & Marketing ecosystem. 
  • Cross-Regional Leadership: Manage and align technology teams across EMEA, North America, and India, ensuring a consistent technology strategy and approach that supports business objectives globally. 
  • Strategic Influence: Use technology to drive strategic decisions with business partners around sales enablement, distribution optimization, and client service innovation. 
  • Mentor & Develop Teams: Lead and develop a high-performance team of technology professionals, fostering innovation, collaboration, and excellence across all regions. 
  • Provide Thought Leadership: Influence the refinement of features, processes, and best practices to ensure the optimal performance and availability of technologies. Ensure improvements align with existing engineering principles and align with the roadmap. 
  • Continuously develop specialized knowledge and technical subject matter expertise by remaining apprised of industry trends, the direction of emerging technologies, and their potential value to the business. Effectively present the value proposition of business-appropriate emerging technologies to technology leadership.  

 

Required Qualifications

  • Bachelors degree or equivalent in Engineering or other related degree focus. 7-10+ years of experience in engineering and integration technology and/or software development, progressing in complexity and responsibility. Proven success working with other design engineers and architects teams.
  • Salesforce CRM & SaaS Knowledge: Hands-on experience (5-10 years) with the Salesforce CRM ecosystem and SaaS technologies, with a deep understanding of how they can be leveraged to create high-performance business solutions and outcomes.  
  • Asset Management: Proven experience in asset management, especially in distribution, sales, marketing, and client servicing. 
  • Leadership & Collaboration: Ability to lead and inspire global teams, driving alignment and collaboration across regions while ensuring business goals are met. 
  • Strategic Vision: Experience with setting technology strategy in alignment with business priorities. A forward-thinking leader with the ability to adopt emerging technologies and drive innovation in sales enablement, distribution optimization, and client service innovation. 
  • Strategic Influence: Use advanced Salesforce CRM capabilities, AI, and ML to drive strategic decisions, from sales and marketing enablement including operational efficiency. 
  • Agile Acumen: Knowledge of Agile practices, quarterly PI planning and backlog management. Validated maturity and efficiency in leadership of technical projects and teams via incremental product planning. 
  • Communication Skills: Exceptional communication and influencing skills, capable of explaining complex technical concepts to senior stakeholders and cross-functional teams. 

Base Pay Salary

The estimated base salary for this role is $250,000 – $300,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Technology

Line of Business  

TECH Technology

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Top Skills

SaaS
Salesforce CRM

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