CRM Manager

Dynasty Financial Partners•St Petersburg, FL

About The Position

The CRM Manager will serve as a Senior Implementation Manager and oversee the Implementation Specialists team in a player/coach capacity. The role combines team management with hands-on architecture, customization, and administration across multiple customized Salesforce instances with a Practifi overlay. The position is part of the Technology Network Services group in St. Petersburg, Florida, and works directly with technology leadership to ensure quality customization and administration of the Dynasty CRM Platform. The CRM Manager collaborates with Product, Engineering, Client Success, and third-party technology vendors. The role includes managing weekly sprint resources, complex system conversions and integrations, quality assurance, project timelines and budgets, and translating business requirements into CRM implementations. The manager also provides strategic recommendations for system improvements and Salesforce features while balancing firm-specific needs with scalable platform standards.

Requirements

At least 5 years of hands-on Salesforce experience, with significant depth in declarative development and administration across complex environments.
Experience supporting customized or multi-instance Salesforce environments.
Direct experience with Practifi, Salesforce Financial Services Cloud, or a comparable financial services platform built on Salesforce.
Experience designing CRM solutions around end-user workflows, including sales, service, operations, or client relationship management processes.
Experience leading Salesforce administrators, implementation specialists, engineers, or external development partners.
Demonstrated ability to deliver client-facing CRM implementations on committed timelines.
Strong judgment in balancing firm-specific customization with scalable platform standards.
Ability to communicate effectively with clients, technical partners, business stakeholders, and senior leaders.

Nice To Haves

Hands-on experience with Practifi or Salesforce Financial Services Cloud, particularly householding, relationship modeling, account structures, and financial services data models.
Experience in wealth management, RIA, fintech, or financial services environments.
Salesforce Advanced Administrator, Platform App Builder, or related Salesforce certification.
Experience extending Salesforce through Apex, Lightning Web Components, APIs, or custom integrations.
Experience managing external Salesforce development vendors.
Experience leading data migrations and system conversions.
Experience in a fast-growth environment with multiple concurrent implementations.

Responsibilities

Supervise and mentor CRM Implementation Specialists and support successful project execution.
Help grow the CRM implementation capability as the Dynasty network expands.
Allocate and manage team resources across weekly sprints.
Oversee complex system conversion projects and new integration implementations, ensuring timely and accurate delivery.
Coordinate with third-party developers, divide work between internal and external resources, and manage project timelines and budgets.
Customize and administer multiple Salesforce instances with a Practifi overlay, balancing tactical and strategic work.
Create and manage complex Salesforce workflows, primarily using declarative tools.
Develop and deploy customized reports and dashboards to CSM specifications.
Set up integrations with other platforms.
Export, transform, and import data between systems.
Ensure technical deliverables are comprehensive and aligned with project scope.
Manage quality assurance for work completed by the Implementation Specialists team.
Write work item descriptions and document changes to Salesforce instances.
Monitor Salesforce releases and features and recommend features for adoption.
Collaborate and communicate with Product, Engineering, Client Success, clients, technical partners, business stakeholders, and senior leaders.
Track and estimate project resources and provide regular stakeholder updates.
Navigate changing priorities and complex challenges in a fast-paced environment.
Translate business requirements into implementation work aligned with organizational goals.
Recommend strategic system improvements and new features.