VP, Head of CRM Technology
Quick Overview
Job Description
An asset management firm in New York City is seeking a VP, Head of CRM Technology to join their team in Midtown Manhattan. This player-coach role combines hands-on CRM and data architecture leadership with team mentoring, stakeholder partnership, and ownership of the Salesforce ecosystem and related data platforms.
About the Opportunity:
Shift: Day
Schedule: Monday to Friday
Hours: Standard business
Setting: Hybrid (at least 4 days onsite)
Responsibilities:
Own the strategy, architecture, and roadmap for the CRM technology ecosystem
Lead hands-on development and technical oversight across Salesforce and related data applications
Manage CRM data integrations, including inbound and outbound data flows and enterprise interfaces
Oversee CRM data architecture, including master data management, warehousing, and analytics platforms
Partner with senior stakeholders and mentor the CRM development team while coordinating with vendors and business leaders
Qualifications:
10+ years of experience in CRM or Data Application Development
Hands-on experience with C#, Python, .NET Core, and SQL Server
Deep knowledge of Salesforce integration patterns, including REST, SOAP, Bulk API, Platform Events, and CDC
Experience with Azure App Services, Azure SQL, Microsoft Fabric, ETL patterns, and advanced SQL
Experience leading technical teams and communicating effectively with executive and senior business stakeholders
Experience with CI/CD practices across Salesforce environments
Desired Skills:
Salesforce certification
Exposure to Salesforce Apex, LWC, and Flow
Background in asset management or hedge fund environments
Experience with Databricks, Snowflake, Azure DevOps, microservices, job schedulers, or MDM concepts
Knowledge of portfolio management data and CRM object models
Skills
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