As a Director, Salesforce Operations and Strategy, you will lead a team responsible for customer retention, operational efficiency, and Salesforce strategy across our multi-org environment. This includes overseeing renewals management, revenue retention, and Salesforce administration. This role requires a strong leader with deep Salesforce expertise and a proven ability to drive process improvement and operational excellence. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
In this role, you’ll get to:
Lead and mentor a team dedicated to optimizing Salesforce across our multi-org environment, ensuring alignment with financial services industry standards
Cultivate a high-performing culture emphasizing collaboration and accountability
Define and implement Salesforce architecture and strategy, including data management, security, integrations, and customizations, with a focus on financial services use cases such as wealth management, banking, or insurance
Evaluate and recommend strategies for consolidating to a single Salesforce org versus maintaining a multi-org structure, considering financial services compliance and scalability needs
Oversee Salesforce utilization, ensuring data integrity, process adherence, and effective use of the platform to manage customer relationships and drive operational efficiency in financial services workflows
Bring together a consolidated view of client experience within Salesforce by integrating data and insights from various financial services touchpoints, such as client onboarding and portfolio management
Effectively manage Accounts and Contacts within Salesforce to ensure accurate, complete, and up-to-date information, providing a 360-degree view of financial services clients
Champion process improvement initiatives to enhance efficiency, scalability, and user satisfaction with Salesforce, particularly for financial services-specific processes
Identify and implement opportunities to streamline and optimize workflows, leveraging Salesforce Financial Services Cloud and other relevant technologies and best practices
Collaborate closely with Sales, Marketing, Service, Legal, and other teams to ensure seamless customer experiences and alignment on key financial services objectives
Develop and manage the Salesforce-related budget, ensuring resources are allocated effectively to support team goals and initiatives in the financial services sector
We’re looking for talent who:
Has a minimum of 12-15 years of experience in Account Management, Customer Success, or a related field within the financial services industry, with a strong emphasis on Salesforce administration, architecture, and strategy in a multi-org environment, including expertise in Salesforce Financial Services Cloud
Has a minimum of 7+ years of experience in a leadership role, with a proven track record of managing and developing teams in Salesforce administration and optimization for financial services applications
Has deep understanding of Salesforce architecture and best practices, including experience with data modeling, security models, and integration patterns, tailored to financial services requirements
Has experience in developing and implementing Salesforce strategies, including evaluating single-org versus multi-org approaches, with consideration for financial services regulatory and compliance needs
Has extensive experience with Salesforce in a multi-org environment, including administration, configuration, reporting, user management, security, and integration with financial services systems such as core banking platforms or wealth management tools
Has strong analytical and problem-solving skills; excellent communication, interpersonal, and presentation skills
Thinks strategically with a process-oriented mindset and a demonstrated ability to drive operational excellence and continuous improvement in a financial services context
Has a minimum of a high school diploma or equivalent
Obtains Orion Industry Certification
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
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Salary Range:
$123,491.00 - $196,279.00The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
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What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
