Salesforce CRM Manager

About PSD Citywide

 PSD Citywide is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader that specializes in enterprise asset management and financial budgeting for municipalities. Over our years of experience, we have developed cutting-edge software solutions for our client’s asset management and financial budgeting needs, leaving behind mature and manageable programs making positive impacts in local communities.

PSD Citywide’s service areas are configured to meet three essential needs for governments: policy research and analysis, high-performance technology, and credible data. Through our infrastructure and financial consulting practice, we work with decision-makers to refine organizational systems, programs, and processes for better corporate outcomes.

As we continue to grow our team, we are seeking a full-time Salesforce CRM Manager to join our Marketing team. This is a remote based role. The ability to travel will be required in this role.

Description

This resource leads the use of Salesforce within the company, administering a solution used by our sales, marketing, and finance teams to successfully perform their day-to-day duties and meet their KPIs. The resource will be responsible for managing all activities on the Salesforce platform, understanding the business needs and helping the business identify solutions (package or custom) that will enhance overall business processes, increase efficiency, and promote adoption. They will also be a subject matter expert, sharing information around best practices in the CRM and business process space.

Qualifications

• 7+ years of experience on the Salesforce platform either as an Administrator or Business Analyst
• 2+ years in a Salesforce Manager role, with experience in Service Cloud and Sales Cloud required
• Bachelor’s degree or equivalent work experience in the areas of Information Science, Computer Science, or related disciplines.
• In-depth knowledge of Salesforce configuration and monitoring tools
• Highly analytical and process-driven, with high problem-solving and communication skills
• Experience in performing Salesforce upgrades and ensuring successful integrations with external systems, e.g., Sage, Mavenlink, HubSpot
• Project Management Skills, PMP certification would be considered an additional asset
• A highly collaborative person with excellent interpersonal, communication, and coaching skills - including the ability to communicate effectively with stakeholders at all business levels
• Certifications including but not limited to Salesforce Administrator or Salesforce Advanced Administrator as well as Salesforce Platform App Builder

Responsibilities & Duties

• Oversee and ensure adherence to Salesforce Governance practices and policies
• Partner with the marketing/sales teams and key stakeholders to create a platform roadmap and define priorities
• Oversee data and metadata backup process and proactively troubleshoot any errors
• Manage Sandbox environments and release path, proactively advising and preparing all stakeholders to ensure limited impact on sales and marketing operations
• Monitor data quality and implement solutions to remediate data issues
• Develop and continuously provide enhancements to dashboards and other reporting requirements needed by sales, marketing and finance to successfully manage the business
• Proactively manage system maintenance including security reviews, release updates, health checks, etc. - ensuring optimal performance of Salesforce systems and products
• Work to ensure that HubSpot, the marketing CRM, is properly integrated and optimized, working with the Manager of Marketing Automation
• Lead the integration of other apps and tools required by supporting departments, including but not limited to Mavenlink, Sage, SalesLoft, and more
• Identify unused or underutilized platform features and develop strategies and successfully execute programs to improve
• Maintain up to date certifications and knowledge on new Salesforce features
• Train and ensure all users are up to date on processes, features, and best practices
• Other duties assigned

Recruitment Process

All resumes will be reviewed for experience working with key technologies. Only those who qualify will be contacted for an initial screening interview. We strive to provide a quick recruitment process, but to find the right candidate for the job the process may take up to a month to complete. We will let the candidates know if we will not be moving them to the next step in the process.

Phone Interview

If you are invited to a screening interview you will discuss your experience with one of our HR team members. This interview is an opportunity to get to know a little more about the company, the type of work we do and impact we have.

Virtual Interview

Candidates invited to a virtual interview will meet with our hiring team and HR. This will allow the candidate to get to know the team as well as learn more about our processes, culture, and growth opportunities we have at PSD.

Why work with us?

Employee personal and career growth is important to us, and we will encourage you to pursue the things you care about.  We have a mentoring program that matches you with a senior developer for your first three months to ensure you get fully acquainted with our tech. We also encourage continuous learning through a Training & Development program allowing our developers to fully explore their interests and contribute to different product development teams at PSD.

Employee Perks

• Competitive Salaries
• Full Benefits Package
• Work from home
• Relocation Assistance Program
• Company Matched RRSP Contributions
• Flex Hours & Paid Time off
• Social and Charity events and initiatives
• Ergonomic Workstations

PSD is an equal opportunity employer. We are committed to providing accommodations for people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the recruitment and selection process. Should you require any accommodation, please indicate this when you apply, and we will work with you to meet your accessibility needs.