Manager, Enterprise CRM

Posted 5 Days Ago
Be an Early Applicant
Toronto, ON, CAN
In-Office
70K-120K Annually
Entry level
Fintech • Payments • Financial Services
The Role
Leads Salesforce developers and manages enterprise CRM architecture, configuration, customization, development, testing, security, deployments, and code repositories. Serves as a Salesforce subject matter expert across Sales Cloud, Service Cloud, and Financial Services Cloud. Partners with business and IT teams to define requirements, design solutions, coordinate projects, establish best practices, and mentor administrators, developers, and support analysts.
Summary Generated by Built In

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

We are currently seeking a Manager to lead our Salesforce Developers on the Enterprise CRM team. Utilize programmatic and declarative skills to extend and customize Salesforce. Hands-on technical developer, with a focus on delivering functional solutions to meet business needs. They will work with the business to understand needs and to architect, develop and test solutions, as well as help define best practices and opportunities to drive better results.

WHAT YOU WILL DO

  • Manage the Developer resources within the Salesforce eCRM team.  Provide estimates on delivery effort and timelines.  Lead and mentor Salesforce Administrators, Developers and Business Support Analysts.  Identify and lead internal initiatives.
  • Manage architecture and optimize the Salesforce platforms.  Extensive experience with configuration and customization on the Salesforce platform.   Authority level experience defining the system architecture landscape.
  • Design, develop, demonstrate and maintain the Salesforce platform using declarative and programmatic tools.  Develop solutions with proper security and access rights.  Follow established Salesforce standards and best practices for developments and deployments.
  • Oversight of developments and deployments.  Manage and organize the repository for Salesforce platform code base.
  • Strategic advisor and Salesforce product and platform expert.  Experience leading discovery sessions, defining business requirements, writing user stories and providing detailed system and functional designs.  Work collaboratively and effectively communicate.
  • Act as the subject matter expert for the Salesforce platforms including Sales Cloud, Service Cloud, Financial Service Cloud.  Review, understand, and test Salesforce releases and new products.  Identify potential opportunities to enable users.
  • Co-ordinate projects with IT and business partners to meet deadlines and ensure successful implementation.
  • Act as the subject matter expert for the Salesforce platforms including Sales Cloud, Service Cloud, Financial Service Cloud.

WHAT YOU WILL BRING

  • Strong leadership skills.  Able to motivate, develop and manage a team.
  • In-depth knowledge of and experience working with Salesforce:
    • Apex, LWC, SLDS, SOQL, Flows
    • REST/SOAP callouts, Platform Events, error handling.
    • Apex triggers and workflows
    • Build custom objects and fields
    • Salesforce Lightning Design System, and Components
    • Javascript, CSS, HTML, SOQL,  APIs
    • Sharing and security
    • Automation with flow, OmniStudio, and approval processes.
  • Experience with enterprise integration architecture and APIs.

This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $69,500 to $119,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.  

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.   Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.  Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER 

  • Modern HQ location within walking distance from Union Station
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Savings Plan (ESP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top–up program
  • Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747. 

Skills Required

  • Strong leadership skills with the ability to motivate, develop, and manage a team
  • In-depth experience working with Salesforce
  • Experience with Apex, Lightning Web Components, Salesforce Lightning Design System, SOQL, Flows, triggers, workflows, custom objects and fields
  • Experience with REST and SOAP callouts, Platform Events, error handling, JavaScript, CSS, HTML, and APIs
  • Experience with Salesforce sharing, security, automation, OmniStudio, and approval processes
  • Experience with enterprise integration architecture and APIs
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The Company
HQ: Toronto
2,782 Employees

What We Do

CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing

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