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crm cms analytics salesforce marketing automation📋 Description
- Lead software engineering for client systems across client relations, marketing, and analytics
- Partner with Marketing, Product Distribution, and Performance Analytics stakeholders
- Deliver and evolve client-facing systems including CRM, engagement tools, and sales enablement
- Drive distribution reach and sales team productivity
- Ensure innovation, quality, and operational excellence across the tech stack
🎯 Requirements
- 10+ years in tech; 3+ years leading engineering/IT teams
- Experience building/managing large-scale apps and platforms
- Financial services/investment mgmt background preferred
- Experience with enterprise CRM (Salesforce), client SaaS, CMS, Marketing Automation
- Knowledge of investment management data infrastructures and platforms
- Exposure to Performance Measurement and Investment Analysis concepts
- Strong stakeholder mgmt; translate business needs to tech specs
- Familiarity with software delivery, vendor risk, and regulatory compliance
🎁 Benefits
- Discretionary annual bonus
- Benefits eligible
- Medical, dental, life, and long-term disability insurance
- 401(k)/profit-sharing retirement plan
- Open PTO and leaves of absence
- Dependent care resources, tuition reimbursement
- Charitable gifts matching, FSA, commuter benefits
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