Job Description
This is a fixed-term, outcome-focused role created to ensure the successful end-to-end implementation of Salesforce CRM across the Firm, sponsored by the Clients Department. The role exists to strengthen delivery quality, protect long-term platform value, and ensure the Firm extracts the best outcomes from both the implementation partner and the Salesforce platform.
Purpose of the Role
The Firm is replacing a legacy CRM platform of nearly two decades with Salesforce. Given the scale, irreversibility, and strategic importance of this change, this role exists to act as the Firm’s delivery assurance and platform stewardship lead.
The role acts as a key central role between our technical delivery teams and business specialists by providing independent challenge, risk visibility, and deep Salesforce expertise, while leaving day-to-day delivery execution and planning firmly with the core project roles.
This role exists in the context of implementing Salesf...
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