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AssetMark
Concord, CA | Full Time
$202k-247k (estimate)
6 Days Ago
Director of Information Technology, CRM
AssetMark Concord, CA
$202k-247k (estimate)
Full Time | Consumer Services 6 Days Ago
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AssetMark is Hiring a Director of Information Technology, CRM Near Concord, CA

Job Description:The Job/What You’ll Do:We are seeking a dynamic and experienced CRM Technical Director with a strong focus on Salesforce to lead our CRM initiatives and drive innovation in customer relationship management.
As the CRM Technology Director with a focus on Salesforce, you will be responsible for overseeing the technical aspects of our Salesforce ecosystem, with a particular emphasis on architecture and design. You will ensure the effectiveness, scalability, and alignment of Salesforce solutions with business objectives, leading a team of Salesforce technical product owners, developers, administrators, and quality assurance specialists. Collaborating with cross-functional teams, you will optimize our CRM capabilities to enhance partner & customer experiences.
We can consider candidates for this position who are able to accommodate a hybrid work schedule at our Concord, CA office.Responsibilities:
  • Design and architect Salesforce solutions that meet business requirements, emphasizing scalability, reliability, and performance, while aligning with industry best practices and architectural standards.
  • Lead the implementation and customization of Salesforce applications, including Sales Cloud, Service Cloud, CRM Analytics and Marketing Cloud, ensuring seamless integration with other systems and platforms.
  • Collaborate with stakeholders to understand business needs and translate them into technical requirements, providing strategic guidance on Salesforce architecture and design decisions.
  • Customize and configure Salesforce to meet the organization's unique needs, developing custom objects, fields, workflows, and reports while adhering to architectural principles.
  • Oversee data management within Salesforce, ensuring data integrity, quality, and security through robust data modeling, migration, cleansing, and maintenance processes.
  • Optimize Salesforce performance through continuous monitoring, tuning, and scalability enhancements, leveraging your expertise in Salesforce platform features and capabilities.
  • Provide technical leadership and mentorship to the Salesforce development team, fostering a culture of innovation, collaboration, and excellence in architecture and design.
  • Collaborate closely with cross-functional teams, including sales, marketing, customer service, and IT, to align CRM initiatives with business goals and objectives.
  • Manage relationships with Salesforce vendors and partners, evaluating new products and services, negotiating contracts, and ensuring vendor performance.
  • Responsible for budget management related to Salesforce initiatives, including forecasting, tracking expenses, and optimizing resource allocation to maximize ROI.
  • Implement resource capacity management and forecasting processes to ensure optimal utilization of team members and alignment with project timelines and priorities.
  • Stay abreast of Salesforce updates, best practices, and industry trends, driving continuous improvement and innovation in CRM architecture and design.
  • Other duties as assigned
Knowledge, Skills, Abilities:
  • Proven track record of leading successful Salesforce implementations and customizations, demonstrating expertise in architectural principles and best practices.
  • Deep technical expertise in Salesforce platform features and capabilities, including Apex, Lightning Web Components, SOQL, and REST/SOAP APIs.
  • Strong understanding of Salesforce data model, security model, and integration patterns, with experience in designing scalable and secure solutions.
  • Experience with Agile development methodologies and tools such as Jira and Confluence.
  • Excellent leadership, communication, and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and stakeholders.
  • Strong problem-solving and analytical skills, with a passion for driving innovation and continuous improvement in CRM architecture and design.
  • Experience with managing teams across multiple geographies
Education & Experience:
  • Minimum of 15 years of experience in CRM systems administration and development, with a strong focus on Salesforce architecture and design.
  • Bachelor's degree in Computer Science, Information Technology, or related field
  • [OPTIONAL] Salesforce certifications such as Salesforce Certified Technical Architect (CTA), Salesforce Certified Application Architect, or Salesforce Certified System Architect.
Compensation: The Base Salary range for this position is between $155,000-$210,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for a comprehensive sales incentive package and competitive benefits.Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.Who We Are & What We Offer:AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
  • Flex Time Off or Paid Time/Sick Time Off
  • 401K – 6% Employer Match
  • Medical, Dental, Vision – HDHP or PPO
  • HSA – Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Consumer Services

SALARY

$202k-247k (estimate)

POST DATE

06/21/2024

EXPIRATION DATE

07/12/2024

WEBSITE

assetmark.com

HEADQUARTERS

STATE COLLEGE, PA

SIZE

500 - 1,000

FOUNDED

1996

TYPE

Public

REVENUE

$200M - $500M

INDUSTRY

Consumer Services

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About AssetMark

AssetMark develops an asset management platform that offers financial planning and investor administration solutions to independent advisors.

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