Demo

Head of Marketing, Sales & Platform Technology

PRI Technology
New York, NY Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 3/8/2025

The Head of Distribution Technology is a pivotal leadership role responsible for spearheading the development and implementation of technology solutions across Marketing, Sales, Employee Platform, and Client Services.


Key Responsibilities

· Strategic Leadership: Define and execute a technological vision aligned with the company's growth goals, focusing on marketing and sales.

· Team Formation: Identify, recruit, mentor, and retain top-tier talent. Build a high-performing Marketing and Sales Tech team to support growth initiatives.

· Technology Expertise: Ensure seamless integration and functionality of key platforms, particularly Microsoft products, Salesforce, and cloud solutions (Azure/AWS). Oversee the integration of CRM systems, CMS, data analytics platforms, and other relevant technologies.

· Actionable Insights: Utilize data analytics to ensure marketing and sales teams have actionable insights and tools to maximize ROI.

· Stakeholder Engagement: Develop strong collaborative relationships with internal teams, particularly marketing and sales, to understand their technology needs and deliver solutions that drive business results.

· Vendor and Platform Management: Manage relationships with key technology vendors and platform providers to ensure optimal value and performance.

· Risk Management: Ensure technology implementations adhere to industry best practices, maintaining data security and compliance standards.

· Project Management: Oversee the planning, execution, and delivery of technology and data projects, ensuring they are completed on time, within scope, and budget.


Required Qualifications

· Bachelor's degree in Computer Science, Information Technology, Business, or a related field; Master’s degree preferred.

· Proven experience in marketing and sales technology leadership roles, with a strong portfolio of successful technology projects.

· Hands-on experience with Salesforce CRM, including implementation, customization, and integration with other systems.

· Strong technical acumen with a deep understanding of cloud, web development technologies, and frameworks.

· Experience in managing and executing website revamps, with a strong understanding of UI/UX principles.

· Demonstrable experience with data analytics and metrics to drive decisions and improvements.

· Excellent project management skills, with a proven track record of delivering both requirement and large, complex projects on time and within budget.

· Strong communication and stakeholder management skills, capable of effectively presenting technical concepts to non-technical audiences.

· Agile and flexible thinker who can drive execution and outcomes.


Desired Qualifications

· Certifications in Azure/AWS, Salesforce, or other relevant technologies.

· Experience with Agile and Scrum methodologies.

· Knowledge of the financial services and asset management industry.

· Experience with digital marketing tools and strategies, including SEO and content management systems.

· Experience with Client Reporting Suite Platforms, such as Vermilion, is a plus.

· Ability to innovate and stay abreast of the latest industry trends and technologies.

· Flexibility and adaptability in a fast-paced environment, with a hands-on approach to problem-solving.

· Strong analytical and strategic thinking skills, with the ability to translate business needs into technology solutions.

· Experience in leading digital transformation projects, particularly involving customer-facing platforms.

· Ability to work cross-functionally with various departments to align technology initiatives with business goals.

· Passion for technology and its use in driving business outcomes.

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