Salesforce - Head of CRM and Data Management

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.