CRM Technology Manager

Sorry, this job was removed at 02:18 p.m. (CST) on Friday, Sep 12, 2025
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London, IN
In-Office
Fintech • Payments • Financial Services
The Role

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Job Summary: The CRM Technology Manager will be responsible for overseeing the implementation, management, and optimisation of Salesforce and related technology solutions. This role requires a strategic leader with a deep understanding of Salesforce functionalities and the ability to drive efficiency and effectiveness across the organization.

Reports to: Head of Enterprise Applications

Key Responsibilities:

  • Manage Salesforce Systems: Oversee the implementation, configuration, and maintenance of Salesforce EcoSystem (Including Xactly/Pardot) ensuring they meet the organisation's needs.
  • Team Leadership: Lead a team of CRM specialists, providing guidance, support, and development opportunities.
  • Process Improvement: Partner with various departments to identify and implement process improvements, leveraging Salesforce capabilities.
  • Project Management: Manage Salesforce-related projects, including system upgrades, new module implementations, and integrations with other systems.
  • Stakeholder Engagement: Collaborate with key stakeholders to understand their needs and ensure Salesforce solutions align with business objectives.
  • Compliance/Audit and Security: Ensure Salesforce system comply with regulatory/Audit requirements and maintain high standards of data security and privacy.
  • Training and Support: Develop and deliver training programs for end-users and provide ongoing support to ensure effective use of Salesforce.

Qualifications:

  • Experience: Proven experience in managing Salesforce systems and associated plaforms including implementation and optimisation.
  • Leadership: Strong leadership skills with experience in managing and developing a team.
  • Technical Skills: Proficiency in Salesforce and related technologies.
  • Project Management: Demonstrated ability to manage complex projects and deliver results on time and within budget.
  • Communication: Excellent communication skills, with the ability to engage and influence stakeholders at all levels.
  • Problem-Solving: Strong analytical and problem-solving skills, with a focus on continuous improvement.
  • Education: Bachelor's degree in Human Resources, Information Technology, or a related field. Salesforce certification is a plus.

About You:

  • You have a deep understanding of Salesforce processes and how they can be optimised
  • You are a strategic thinker with the ability to translate business needs into effective Salesforce configuration.
  • You are passionate about leveraging technology to drive efficiency and improve employee experiences.
  • You are a collaborative leader who can build strong relationships with stakeholders and inspire your team to achieve their best.
  • Strong knowledge of Salesforce. Having led or been part of an implementation of Salesforce and managed the system once live is a must.
  • Experience with Integrations, Reporting, Projects and Security is a must.
  • Experience with reviewing system configuration before moving changes to production.
  • Able to manage and prioritise the work of a team across multiple systems.
  • Experienced in Salesforce transformation projects/ programmes where you're implementing systems and improving processes through process re-engineering.
  • Good experience in educating stakeholders regarding Salesforce related processes and how they translate to wider business impacts.
  • Able to identify problems, define the root cause, determine the solution and propose the solution.
  • Able to translate technical expertise into solutions and process guidance to implement improvements or address user issues.
  • Able to map processes, outlining risks and controls.
  • Experienced in data analysis, data manipulation and reporting.
  • Experience in managing system budgets and exercising cost containment/ cost reduction
  • Excellent analytical, quantitative, problem-solving, critical thinking skills with a keen attention to detail

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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The Company
7,423 Employees

What We Do

We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.

Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change

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