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.