Director, Salesforce Operations and Strategy

About This Opportunity

As a Director, Salesforce Operations and Strategy, you will lead a team responsible for customer retention, operational efficiency, and Salesforce strategy across our multi-org environment. This includes overseeing renewals management, revenue retention, and Salesforce administration. This role requires a strong leader with deep Salesforce expertise and a proven ability to drive process improvement and operational excellence. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you'll get to :

• Lead and mentor a team dedicated to optimizing Salesforce across our multi-org environment, ensuring alignment with financial services industry standards
• Cultivate a high-performing culture emphasizing collaboration and accountability
• Define and implement Salesforce architecture and strategy, including data management, security, integrations, and customizations, with a focus on financial services use cases such as wealth management, banking, or insurance
• Evaluate and recommend strategies for consolidating to a single Salesforce org versus maintaining a multi-org structure, considering financial services compliance and scalability needs
• Oversee Salesforce utilization, ensuring data integrity, process adherence, and effective use of the platform to manage customer relationships and drive operational efficiency in financial services workflows
• Bring together a consolidated view of client experience within Salesforce by integrating data and insights from various financial services touchpoints, such as client onboarding and portfolio management
• Effectively manage Accounts and Contacts within Salesforce to ensure accurate, complete, and up-to-date information, providing a 360-degree view of financial services clients
• Champion process improvement initiatives to enhance efficiency, scalability, and user satisfaction with Salesforce, particularly for financial services-specific processes
• Identify and implement opportunities to streamline and optimize workflows, leveraging Salesforce Financial Services Cloud and other relevant technologies and best practices
• Collaborate closely with Sales, Marketing, Service, Legal, and other teams to ensure seamless customer experiences and alignment on key financial services objectives
• Develop and manage the Salesforce-related budget, ensuring resources are allocated effectively to support team goals and initiatives in the financial services sector

We're looking for talent who :

Salary Range : $123,491.00 - $196,279.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNAwe innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.