Our client is seeking a Salesforce - Head of CRM and Data Management.
Reporting to the Director of Business Solutions, you will take full ownership of the organisation's CRM and data ecosystem, managing it end-to-end across the business. You will play a key role in shaping CRM architecture while ensuring the highest standards of data integrity.
Your expertise in data management will enable insight-led decision-making across Sales, Marketing, Customer Success, and Finance. Through strong operational leadership, you will translate business objectives into scalable processes, automation, and actionable analytics.
Key Responsibilities
CRM Ownership
Administer, configure, and optimise Salesforce
Oversee and optimise data migration from Acturis and Schemeserve systems
Design scalable data models, including fields, page layouts, validation rules, and approval processes
Maintain automations and ensure adherence to best-practice governance
Manage profiles, permission sets, roles, sharing rules, and security controls
Own the release cycle, including sandbox management, change sets, documentation, and user training
Lead the configuration and optimisation of the opportunity lifecycle
Data Management & Governance
Establish and maintain data handling standards and data dictionaries across systems
Implement robust data quality frameworks, including deduplication, enrichment, validation, and monitoring
Own integrations between Salesforce and core systems
Ensure compliance with data privacy standards and regulations
Analytics and Insight
Develop executive-level dashboards and reports covering pipeline, forecasting, revenue, customer health, and operational KPIs
Partner with senior leadership to define key metrics, segmentation strategies, forecasting models, attribution, and cohort analysis
Enablement and Change Management
Lead user onboarding, training, documentation, and ongoing support to drive adoption and data literacy
Manage vendor relationships and licensing agreements
Oversee UAT processes, troubleshooting, and continuous system improvements
Regulatory Compliance and Risk Management
Maintain and uphold all relevant regulatory and compliance standards
Requirements:
To be considered for this role, you should have:
Minimum 5 years' experience in a commercial CRM and data analysis role
At least 3 years' hands-on Salesforce experience
Experience with Acturis (advantageous)
Proven track record of Salesforce administration within a high-growth environment
Strong proficiency in Salesforce flows, validation rules, permissions, data imports, and reporting
Solid experience in data governance and privacy compliance
Excellent stakeholder management and communication skills
Salesforce certifications (preferred), or willingness to obtain within 12 months
Experience with Salesforce automation tools (preferred)
Familiarity with Acturis and Schemeserve (desirable but not essential)
Strong verbal communication skills
Understanding of lead-to-cash processes (advantageous)
Ability to work both independently and collaboratively
How to Apply
To apply, please submit your CV in confidence.
If you do not hear from us within 7 days, please assume your application has not been successful on this occasion.