Business Systems Director – Salesforce

We are partnering with a highly regarded global firm that is looking to add a Director to its Business Systems Team, with a primary focus Salesforce Projects.

The Director will help shape Salesforce and other technology strategy while remaining close enough to the business to lead requirements, evaluate platforms, oversee implementations, improve workflows, and drive adoption.

The opportunity is particularly well suited for someone who has spent their career at the intersection of Salesforce technology and Business / Sales Operations; and wants broader ownership of the platforms used to engage and service marquee institutional clients.

Key Responsibilities

• Own Salesforce Projects: Serve as a senior technology partner to Sales, Investor Relations, fundraising, marketing, and other client-facing teams.
• Lead the investor technology roadmap: Evaluate existing processes and platforms, identify gaps, prioritize initiatives, and help define the future-state technology environment.
• Drive major implementations: Lead Salesforce system evaluations, requirements gathering, vendor selection, implementation, testing, rollout, and ongoing enhancement of business applications.
• Support the investor lifecycle: Oversee technology supporting areas such as CRM, fundraising pipelines, DDQ/RFP workflows, investor onboarding, email marketing, LP portals, service/ticketing workflows, and investor reporting.
• Translate business needs into solutions: Work closely with senior stakeholders to understand complex business processes and convert them into clear functional and technical requirements.
• Improve reporting and analytics: Partner with business and technology teams to enhance investor, fundraising, pipeline, and management reporting.
• Manage integrations and data flows: Help ensure information moves effectively across CRM, onboarding, reporting, marketing, and other enterprise platforms.
• Lead across teams: Coordinate internal technology resources, vendors, developers, QA teams, and business stakeholders across multiple concurrent initiatives.
• Drive Salesforce adoption: Lead testing, documentation, training, change management, and ongoing support to ensure new technology delivers measurable business value.
• Mentor and develop talent: Provide guidance to business analysts and other team members while helping establish strong standards for systems delivery and product ownership.

What We’re Looking For

• Relevant experience across Salesforce – with an emphasis on business analysis, technology product management, software implementation, or related functions.
• Direct experience supporting client service, distribution, or related client-facing functions is valued.
• Track record of owning or materially contributing to the evaluation, implementation, enhancement, and support of enterprise business applications (Salesforce).
• Experience with CRM platforms and investor-facing technology
• Strong stakeholder management skills with the ability to work effectively with senior business leaders, technical teams, and external vendors.
• Ability to operate strategically while remaining comfortable getting into the details of requirements, workflows, data, testing, and implementation.

Additional Experience That Would Be Valuable

Experience with Salesforce or similar enterprise CRM platforms, system integrations/APIs, SQL, Tableau/Power BI, Agile delivery, or alternative investment technology platforms is beneficial but not required across every area.

Compensation & Work Structure

Compensation: base salary + annual bonus & profit sharing 

The firm offers a comprehensive benefits package and a strong long-term compensation structure.

This is an opportunity to take meaningful ownership of technology supporting one of the most important client-facing functions within a sophisticated global investment platform.