CRM Manager

Dynasty Financial Partners, LLC•St. Petersburg, FL

17h

About The Position

The CRM Manager will serve as a Senior Implementation Manager, overseeing the CRM Implementation Specialists team while also contributing directly to the architecture and administration of multiple customized Salesforce instances with a Practifi overlay. This player/coach role is part of the Technology Network Services group in St. Petersburg, Florida, and works directly with technology leadership to ensure high-quality customization and administration of the Dynasty CRM Platform. The role combines team leadership, hands-on Salesforce work, implementation delivery, and strategic planning. The CRM Manager collaborates with Product, Engineering, Client Success, clients, and third-party technology vendors to translate business requirements into CRM solutions, deliver complex conversions and integrations, maintain quality, and recommend platform improvements as the Dynasty network grows.

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 Salesforce-based financial services platform.
Experience designing CRM solutions around end-user workflows, including sales, service, operations, or client relationship management processes.
Experience leading the work of Salesforce administrators, implementation specialists, engineers, or external development partners.
Proven 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 outside 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, providing guidance and support for successful project execution.
Help grow the CRM implementation capability as the Dynasty network expands.
Manage resource allocation 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 timeframes and budgets.
Customize multiple Salesforce instances with a Practifi overlay, balancing tactical and strategic project work.
Create and manage complex workflows, primarily using declarative Salesforce tools.
Develop and deploy customized reports and dashboards to Client Success 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 performed by the Implementation Specialists team.
Write work-item descriptions and document instance changes.
Stay current with Salesforce releases and features and recommend features for incorporation into the system.
Collaborate and communicate with Product, Engineering, and Client Success teammates.
Work with third-party technology vendors to support seamless integration and project execution.
Track and estimate project resource use and provide regular stakeholder updates.
Navigate a fast-paced environment with changing priorities and complex challenges.
Translate business requirements into implementation work aligned with organizational goals.
Provide strategic recommendations for system improvements and new features.