We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and 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. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change
CRM Technology Manager
Location
Mississippi + 6 moreAll locations: Mississippi | Texas | Utah | Serbia | South Africa | Haiti | Spain
Posted
100 days ago
Salary
$0
Seniority
Senior
Job Description
CRM Technology Manager
Apex Group
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. For our business, for clients, and for you 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: Manage Salesforce Systems: Oversee the implementation, configuration, and maintenance of Salesforce EcoSystem (Including Xactly/Pardot) ensuring they meet the organisation's needs. Team Leadership: Lead a team of CRM specialists, providing guidance, support, and development opportunities. Process Improvement: Partner with various departments to identify and implement process improvements, leveraging Salesforce capabilities. Project Management: Manage Salesforce-related projects, including system upgrades, new module implementations, and integrations with other systems. Stakeholder Engagement: Collaborate with key stakeholders to understand their needs and ensure Salesforce solutions align with business objectives. Compliance/Audit and Security: Ensure Salesforce system comply with regulatory/Audit requirements and maintain high standards of data security and privacy. Qualifications: Experience: Proven experience in managing Salesforce systems and associated plaforms including implementation and optimisation. Leadership: Strong leadership skills with experience in managing and developing a team. Technical Skills: Proficiency in Salesforce and related technologies. Project Management: Demonstrated ability to manage complex projects and deliver results on time and within budget. Communication: Excellent communication skills, with the ability to engage and influence stakeholders at all levels. Problem-Solving: Strong analytical and problem-solving skills, with a focus on continuous improvement. Education: Bachelor's degree in Human Resources, Information Technology, or a related field. Salesforce certification is a plus. About You: You have a deep understanding of Salesforce processes and how they can be optimised You are a strategic thinker with the ability to translate business needs into effective Salesforce configuration. You are passionate about leveraging technology to drive efficiency and improve employee experiences. You are a collaborative leader who can build strong relationships with stakeholders and inspire your team to achieve their best. Strong knowledge of Salesforce. Having led or been part of an implementation of Salesforce and managed the system once live is a must. Experience with Integrations, Reporting, Projects and Security is a must. Experience with reviewing system configuration before moving changes to production. Able to manage and prioritise the work of a team across multiple systems. Experienced in Salesforce transformation projects/ programmes where you're implementing systems and improving processes through process re-engineering. Good experience in educating stakeholders regarding Salesforce related processes and how they translate to wider business impacts. Able to identify problems, define the root cause, determine the solution and propose the solution. Able to translate technical expertise into solutions and process guidance to implement improvements or address user issues. Able to map processes, outlining risks and controls. Experienced in data analysis, data manipulation and reporting. Experience in managing system budgets and exercising cost containment/ cost reduction Excellent analytical, quantitative, problem-solving, critical thinking skills with a keen attention to detail Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Job Requirements
- Training and Support:
- Develop and deliver training programs for end-users and provide ongoing support to ensure effective use of Salesforce.
Related Guides
Related Categories
Related Job Pages
More Chief Technology Officer Jobs
• Serve as a trusted advisor to C-level executives, aligning their long-term strategic goals with the Celonis technical vision. • Lead the overarching data, cloud, and innovation strategy for our largest global accounts, utilizing methodologies like Capability Mapping to identify high-value opportunities. • Architect "first-of-a-kind" solutions using emergent technologies like Agentic AI to solve complex enterprise challenges. • Partner with Sales and Value Engineering driving revenue through new customer acquisition and strategic up-selling. • Act as a critical feedback loop between our Product & Engineering teams and the market, ensuring the voice of the customer shapes our future offerings. • Develop and deliver customer-facing position papers, assets, and presentations that establish our brand as a leader in architecture and innovation.
• Contribuer à positionner Wavestone comme le partenaire conseil de confiance des CTO • Adresser des enjeux de transformation des Applications et Socles IT • Aider à refondre les applications pour tirer parti des infrastructures Cloud • Organiser les achats de la filière IT pour permettre la transformation • Assurer une continuité dans l'agilité entre les infrastructures et les équipes • Optimiser la consommation de services pour maîtriser les coûts • Créer de la valeur de façon durable
About Smokeball Join an award-winning legal tech company that’s transforming how law firms work by boosting their organization, productivity, and profitability with software they actually love. Smokeball is a global, community-driven company united by a love for the law and a mission to help small and midsize firms thrive. We’re passionate about what we do and our clients know it! If you’re looking for a company that truly cares about its clients and its people, you’re in the right place. The Role We are seeking a versatile, self-starting, Channel Partnerships Manager (Legal Technology) to lead the creation and growth of Smokeball’s Consultant Partner Program. In this role, you’ll assist in the inception of this program from launch, define processes, build and grow partner relationships that drive client referrals, revenue, and brand. This position will work cross-functionally across sales, marketing, client success and training to establish strong referral relationships with consultants, enable partners, and achieve target revenue KPIs for the program. If you thrive in a dynamic, relationship-driven environment, work well with ambiguity, and are energized by building programs from the ground up in the SaaS or Legal Tech space, we’d love to hear from you. Open to remote candidates or candidates within the Chicagoland area. Our headquarters is located in Chicago, IL, for candidates in the Chicagoland area, the role will be hybrid with 2 days a week in office. Key Responsibilities Business Development: Support the official creation and expansion of Smokeball's consultant partner program by identifying prospective partners and negotiating and signing new partner agreements. Partner Management: Build and maintain strong relationships with key consultant partners to drive shared revenue and client success. Act as the primary point of contact for partners to manage expectations, performance check-ins, and identify opportunities for growth. Sales Support: Work closely with Sales to operationalize partner referral hand-offs and pipeline generation, assisting with consultant intros and demos. Program Strategy & Process Design: Assist in the rollout and ongoing refinement of Smokeball’s Consultant Partner Program, designing operational processes and materials for partner onboarding, performance tracking, and reporting. Software Enablement & Training: Ensure partners have the tools and knowledge to be successful influencers of Smokeball’s solutions by: Developing enablement assets, playbooks, and materials to help partners promote and position Smokeball products effectively Deliver live demos, product update announcements and training sessions to partners. Drive Revenue Targets: Establish, and track against, partner targets for referral quality, program participation, and revenue contribution to drive ROI for the program and achieve KPIs. Marketing Support: Lead co-marketing activities with partners including webinars, case studies, events, and more, working collaboratively with the marketing team to prepare campaigns and design assets. Required Qualifications Compensation $120,000 – 150,000 base salary Meet Some Teammates Your Manager Emma Raimi-Zlatic: Hi, I’m Emma, the Director of Strategic Partnerships at Smokeball. I’ve worked in the Legal Tech industry for over a decade, transitioning from law school to technology. At Smokeball I lead diverse partnerships teams focused on affiliate, bar association, and other Legal Tech programs and have also run cross-functional events and webinar teams. I’m passionate about assisting the practice of law through innovative technology solutions and enjoy seeing the positive, daily impact of Smokeball on the law firms we serve. The best part of joining our innovative partnerships team is that you will never get bored – you'll get to interact with the industry’s best and brightest partners across the US, join a dynamic, experienced team, and be surrounded by an inclusive group of peers that encourage you along the way. In my personal time, I’m a big believer in prioritizing wellness and love the outdoors, yoga and anything involving a beach. From the great company culture and benefits to the talented team, working at Smokeball is a no brainer! Life at Smokeball Great Culture: We’ve been named a 'Best Place to Work' five years in a row. For us, caring is not optional and we have an ongoing commitment to building a workplace where our people feel valued and collaboration flourishes. Work-Life Balance: 20 vacation days, 7 sick days, 3 reboot days, 11 paid holidays, birthday off, volunteer time, and more! Career Growth: Smokeball believes in investing in our own people and promoting from within. Our own President started at Smokeball as an Account Manager! Benefits: Excellent medical, dental, and vision coverage. 401(k) match, monthly wellness stipend, generous parental leave. The Office: The kitchen is stocked with breakfast items, snacks, and beverages, and we have plenty of games to help you relax (ping-pong, billiards, pinball). We also offer weekly catered lunch and free monthly massages provided by a licensed massage therapist! Want to Know More? Why do we do what we do? Where did the name ‘Smokeball’ come from? What are our values? Learn more here ! Smokeball values diversity & inclusion and is proud to be an Equal Employment Opportunity employer. Smokeball considers all individuals seeking employment without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. If you’re excited about this role, we encourage you to apply even if your experience doesn’t check every box.
Chief Technology Officer
FunnelBridgeWe help recruiting teams integrate WhatsApp and AI into the hiring process, transforming the candidate experience.
• Lead marketplace integrations across various platforms • Collaborate with cross-functional teams to enhance user experience • Ensure technical implementations meet organizational standards
