Director, Salesforce Operations and Strategy

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, youll 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

Were 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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