About the position
The Marketing CRM Consultant is a member of the Marketing and CX organization, reporting to the VP, Marketing Delivery, Data, and Support. The Marketing CRM Consultant will be responsible for working with associates in the Marketing organization to design, deliver and support solutions built on Salesforce CRM (Financial Services Cloud) to enable Marketing programs and campaigns. This role involves working closely with integrated marketing leads, project managers, data analysts and Salesforce developer squads to deliver Salesforce solutions that align with business objectives. This candidate will also work with Salesforce product owners to maintain product backlogs, prioritize user stories, and ensure the timely enablement of our programs and campaigns.
Responsibilities
- Work closely with Marketing team members to gather and document requirements, ensuring that the platform meets their needs.
- Work with product managers to translate business requirements into user stories for the development team and oversee the development and implementation of new features.
- Demonstrate features and functionality that enable campaigns to business partners.
- Ensure that all Salesforce implementations meet quality standards, are tested thoroughly, and are delivered on time.
- Coordinate and provide training to users on new features and functionalities within Salesforce.
- Provide end user support and education for any issues that arise, be on point to drive resolution and function as an escalation point.
- Ensure that Salesforce implementations comply with company policies, industry standards, and data security regulations.
Requirements
- Bachelor's Degree in MIS, Marketing, Computer Science or a related field or an equivalent combination of education, training, and experience
- Minimum 3-5 years of demonstrated experience
- Banking / Financial services experience strongly preferred
Nice-to-haves
- Salesforce CRM (Financial Services Cloud, Sales / Service Clouds, Marketing Cloud) - certified Admin and/or Product Owner would be a plus.
- Salesforce Marketing Cloud, Journey Builder, Salesforce Loyalty Cloud and related capabilities are a plus.
- Alteryx Designer
- Domain knowledge related to consumer and commercial banking, customer journeys, customer experience (CX).
Benefits
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
