CRM Enablement Manager, B2B
Listed on 2025-12-02
-
IT/Tech
Data Analyst, CRM System
Main Office-Memphis
165 Madison Ave
Memphis, TN 38103, USA
Main Office-Memphis
165 Madison Ave
Memphis, TN 38103, USA
New Orleans
New Orleans, LA, USA
New Orleans
New Orleans, LA, USA
Miami FL
Miami, FL, USA
Miami FL
Miami, FL, USA
Charlotte, NC | Charlotte, NC
Charlotte, NC, USA
Charlotte, NC | Charlotte, NC
Charlotte, NC, USA
Location:Onsite at the location listed in the job posting.
Summary
The CRM Enablement Manager, B2B is a member of the Marketing and CX organization, reporting to the VP, CRM Enablement. The CRM Enablement Manager will be responsible for leading the enablement of Salesforce CRM (Sales and Service) capabilities across multiple B2B related lines of business (Commercial / Specialty, Business Banking, Treasury Management) in the enterprise. This role involves working closely with business leaders, enterprise technology teams and Salesforce developers to oversee the development and implementation of Salesforce solutions that align with business objectives.
This candidate will function as the Product Owner for B2B related solutions and will be responsible for maintaining a product backlog, prioritizing user stories, and ensuring that the platform delivers maximum value to the business.
Weekly Scheduled Hours:Monday
- Friday 9AM–5PM
Responsibilities:
- Backlog Management:
Create, maintain, and prioritize the product backlog, ensuring that the most valuable features are delivered first. - Stakeholder
Collaboration:
Work closely with stakeholders to gather and document requirements, ensuring that the platform meets their needs. - Feature Development:
Translate business requirements into user stories for the development team and oversee the development and implementation of new features. - Functional Demo:
Ability to demonstrate functional delivery to business proponents. - Sprint Planning:
Collaborate with the Scrum Master to plan sprints, ensuring that the development team understands the priorities and requirements. - Quality Assurance:
Ensure that all Salesforce implementations meet quality standards, are tested thoroughly, and are delivered on time. - User Training:
Coordinate and provide training to users on new features and functionalities within Salesforce. - User Support:
Provide end user support and education for any issues that arise, be on point to drive resolution and function as an escalation point. - Continuous Improvement:
Identify areas for improvement within the Salesforce platform and recommend enhancements to optimize performance and user experience. - Reporting & Analytics:
Oversee the creation of reports and dashboards within Salesforce to monitor platform performance and business metrics. - Compliance & Security:
Ensure that Salesforce implementations comply with company policies, industry standards, and data security regulations.
Related Qualities:
- Demonstrated critical thinking skills, ability to accurately analyze information and make sound decisions
- Demonstrated ability to take initiative and accountability for achieving results
- Ability to translate from business language, to technology and back for seamless understanding between groups
- Can move from strategic to tactical
- Is collaborative and has strong leadership skills
- Comfortable working in an agile setting where clear definitions may not exist
- Enjoys new challenges and has a growth mindset
- Must champion the importance of the quality and accuracy of data and information leveraged by our customers and banking partners
Important Knowledge and Skills:
- – Salesforce CRM (Sales / Service Clouds, Marketing Cloud) – certified Admin and/or Product Owner preferred
- Data Platforms:
Salesforce Data Cloud, D&B Hoovers, Rev Up ABX - Marketing Automation and Orchestration:
Salesforce Marketing Cloud, Journey Builder and related capabilities are a plus - Project management: traditional and agile methodologies such as Waterfall, Kanban, Scrum
- Banking and Financial Services:
Domain knowledge related to consumer and commercial banking, customer journeys, customer experience (CX) - Compliance: abreast of financial services regulations, privacy and consent requirements (CCPA, GDPR, etc)
Required Qualifications:
- Bachelor's Degree in MIS, Marketing, Computer Science or a related field or an…
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