# Vice President, CRM & Platforms Lead at Confidential in…

> Vice President, CRM & Platforms Lead at Confidential in New York, United States. Category: Operations Jobs. View full job details and apply now on…

Vice President, CRM & Platforms Lead

# Vice President, CRM & Platforms Lead

Confidential Company

## Job Description

Vice President, CRM & Platforms Lead

About the Company

Well-regarded investment management company

Industry Financial Services

Type Public Company

Founded 1986

Employees 201-500

Categories

- Finance

- Investment Management

- Consulting & Professional Services

- Real Estate Investment Trusts

Specialties

- real estate

- real assets

- preferred securities

- listed infrastructure

- mlps and midstream energy

- and natural resource equities

About the Role

The Company is seeking a Vice President, CRM & Platforms Lead to spearhead the development and management of a distribution innovation stack, with a primary focus on Salesforce CRM and emerging technologies. This senior role is pivotal in creating and maintaining a strategic roadmap for CRM and other platforms, monitoring system usage, and identifying opportunities for business development. The successful candidate will be responsible for providing training on best practices, building platform-related reporting and analytics, and collaborating with cross-functional teams to ensure the successful delivery of system enhancements.

A key aspect of the role is to act as a thought partner to the Head of Sales Enablement and the Distribution COO, with a strong emphasis on usability, adoption, and analytics impact. Applicants must have a minimum of 7 years' experience in B2B Salesforce administration, with a preference for those with a background in the asset management industry. The role requires a candidate with a strong technical understanding, including data architecture, and the ability to translate technical issues into business requirements.

Experience in integrating marketing automation tools and a range of industry software and tools for sales and marketing is essential. The ideal candidate will have Salesforce Certified Administrator certification, as well as other relevant Salesforce certifications, and a proven track record of effectively leading and managing people. Excellent interpersonal and communication skills, along with a commitment to inclusive behaviors, are also necessary for this position.

Hiring Manager Title Senior Vice President, Head of Sales Enablement

Functions

- Information Technology

Posted August 29, 2026

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