We are looking for an experienced, business-oriented, Head of Sales Enablement to lead and manage the Salesforce.com platforms supporting our Global Institutional, Intermediary (Retail), and Private Wealth business lines. This role involves driving strategic evolution, operational excellence and adoption of the CRM Platform, which is used across sales, client services, marketing, management, and analytics teams. The ideal candidate will possess proven leadership capabilities, knowledge of Asset Management, and a working understanding of Salesforce configuration and administration.
The Head of Sales Enablement will oversee a global team of Salesforce Administrators and data analysts, ensuring day-to-day support for users, maintaining data integrity, delivering platform improvements, providing training, and driving adoption. You will collaborate with business stakeholders, IT teams, and analytics groups to develop and execute a strategic roadmap for the platform, while managing key initiatives and driving adoption to align CRM solutions with business objectives.
Responsibilities:
Build and maintain relationships with key business stakeholders to understand priorities, needs, and opportunities for enablement and to improve the seller experience and user experience
Lead and Manage a global team of Salesforce Administrators (6) and data analysts (3) that provide day-to-day support for users, run ongoing processes to ensure data integrity of the platform, provide new joiner and ongoing training, and deliver workflow improvements
Oversee Salesforce platform changes, including updates, enhancements, workflow changes; Partner with our CRM IT team to ensure technical support for the platform and deliver on change initiatives
Collaborate with Business Analytics, Sales Data Management, Enterprise Data Governance teams to ensure proper data governance and usability of captured data for analytics purposes
Stay informed of CRM best practices, industry trends, updates to Salesforce, the CRM vendor landscape, and sales technology advances
Develop business cases for initiatives in collaboration with business stakeholders, CRM team, and IT. Propose innovative solutions, evaluate vendors, and make informed build-versus-buy recommendations and decisions
Design and implement a strategic roadmap for the Salesforce platform, ensuring alignment with business objectives; Serve as a project manager for key initiatives delivering measurable outcomes
Define and maintain streamlined processes for ad hoc requests, ongoing data management, issue resolution, and change management to ensure operational efficiency
Manage third-party data integrations (e.g., DST, Broadridge) to ensure seamless workflows for the intermediaries business
Establish and monitor metrics to measure platform adoption and CRM team servicing levels. Develop KPIs to drive continuous improvement and user satisfaction
Requirements:
Minimum of 8 years of direct experience with Salesforce platform with expert proficiency in administrative processes and architectural constructs; Certifications such as ADM201 and ADM211 are preferred
Prior experience in Financial Services (5-10 years), preferably within Asset Management, with a solid understanding of institutional, intermediary, and/or wealth management businesses
3 – 5 years of direct managerial experience; managing global teams would be a plus
Ability to balance technical CRM capabilities (e.g., configuration, reporting, integrations) with business-focused solutions that drive commercial outcomes.
Strong data management skills, including automated batch processes and governance.
Familiarity with analytics and dashboarding tools; Tableau is a plus.
Strong project management and program management experience, with proficiency in platforms such as Azure Dev/Ops, Jira, Trello, or similar agile project management platform is preferred
Demonstrated ability to integrate diverse challenges and ideas from multiple industries or disciplines, uncovering fresh perspectives and delivering innovative solutions
Proven success in engaging with both technical/analytical and business professionals, with the ability to translate complex insights into clear, actionable recommendations for non-technical stakeholders
In Office Requirements:
About Neuberger Berman Group LLC:
Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.
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Compensation Details
The salary range for this role is $180,000-$220,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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