CRM Technology Manager

The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.

That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.

Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

Job Summary: The CRM Technology Manager will be responsible for overseeing the implementation, management, and optimisation of Salesforce and related technology solutions. This role requires a strategic leader with a deep understanding of Salesforce functionalities and the ability to drive efficiency and effectiveness across the organization.

Reports to: Head of Enterprise Applications

Key Responsibilities:

1. Manage Salesforce Systems: Oversee the implementation, configuration, and maintenance of Salesforce EcoSystem (Including Xactly/Pardot) ensuring they meet the organisation's needs.
2. Team Leadership: Lead a team of CRM specialists, providing guidance, support, and development opportunities.
3. Process Improvement: Partner with various departments to identify and implement process improvements, leveraging Salesforce capabilities.
4. Project Management: Manage Salesforce-related projects, including system upgrades, new module implementations, and integrations with other systems.
5. Stakeholder Engagement: Collaborate with key stakeholders to understand their needs and ensure Salesforce solutions align with business objectives.
6. Compliance/Audit and Security: Ensure Salesforce system comply with regulatory/Audit requirements and maintain high standards of data security and privacy.
7. Training and Support: Develop and deliver training programs for end-users and provide ongoing support to ensure effective use of Salesforce.

Qualifications:

1. Experience: Proven experience in managing Salesforce systems and associated platforms including implementation and optimisation.
2. Leadership: Strong leadership skills with experience in managing and developing a team.
3. Technical Skills: Proficiency in Salesforce and related technologies.
4. Project Management: Demonstrated ability to manage complex projects and deliver results on time and within budget.
5. Communication: Excellent communication skills, with the ability to engage and influence stakeholders at all levels.
6. Problem-Solving: Strong analytical and problem-solving skills, with a focus on continuous improvement.
7. Education: Bachelor's degree in Human Resources, Information Technology, or a related field. Salesforce certification is a plus.

About You:

1. You have a deep understanding of Salesforce processes and how they can be optimised.
2. You are a strategic thinker with the ability to translate business needs into effective Salesforce configuration.
3. You are passionate about leveraging technology to drive efficiency and improve employee experiences.
4. You are a collaborative leader who can build strong relationships with stakeholders and inspire your team to achieve their best.
5. Strong knowledge of Salesforce. Having led or been part of an implementation of Salesforce and managed the system once live is a must.

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies.

Prepare to accelerate.

We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster.

Positive change starts with you.

We're a people-powered business with a vision to inspire a new era of service-led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster.

The journey is yours to own.

When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.