VICE PRESIDENT OF ENTERPRISE SALESFORCE - ON PREM

Job Title : VICE PRESIDENT OF ENTERPRISE SALESFORCE - ON PREM

At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet todays needs and reach tomorrows dreams.

Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth.

Come grow with us and be part of growth and the Premier America family!

Overview :

The Vice President of Enterprise Salesforce - On Prem is responsible for developing and leading the strategic vision for Salesforce platforms across the enterprise.

This senior leader will drive the architecture, implementation, integration, and optimization of Salesforce solutions, ensuring alignment with the company's business goals.

The VP will lead cross-functional teams, foster collaboration between business and technical stakeholders, and act as the enterprise Salesforce expert, advocating for its adoption and effective usage to drive revenue, enhance customer experience, and improve operational efficiency.

The Vice President will possess a forward-thinking mindset, continuously monitoring emerging industry and technology trends to inform strategic decision-making.

By staying up to speed on the advancements in these technology solutions, the Vice President will be empowered to establish strategies aimed at enhancing and transforming the organization use of CRM.

What You Will Do :

Technical Proficiency : In-depth understanding of Salesforce Financial Services Cloud, Sales Cloud, Service Cloud, MuleSoft.

Deep understanding of financial services, including Branch, Contact Center, Back Office, Wealth, Insurance, etc. operations.

Contact Center, Branch and Back-office Optimization : Assist in the optimization to improve efficiency, productivity, and member satisfaction.

This includes evaluating and implementing new technologies, optimizing workforce management processes, and enhancing performance metrics and reporting.

Performance Monitoring and Analytics : Establish key performance indicators (KPIs) and metrics to track the performance of Salesforce leveraged channels.

Utilize data analytics and reporting tools to analyze trends, identify opportunities for improvement, and make data-driven decisions to optimize performance.

Vendor Managemen t : Experience in managing relationships with technology vendors and third-party service providers. This includes negotiating contracts, evaluating vendor performance, and ensuring compliance with service level agreements.

Leadership Skills : Strong leadership capabilities to manage a team of technical professionals responsible for designing, implementing, and maintaining contact center and digital solutions.

This involves providing guidance, mentorship, and fostering a collaborative work environment.

Project Management : Proficiency in project management methodologies (both Agile and Waterfall) to oversee the successful implementation of technology initiatives.

This includes defining project scope, setting timelines, allocating resources, and managing risks.

Communication Skills : Strong verbal and written communication skills to effectively convey technical concepts to technical and non-technical stakeholders.

This includes the ability to translate business requirements into technical specifications and vice versa.

Member Focus : A member-centric mindset focused on delivering exceptional experiences through contact center and digital technology solutions.

This involves understanding member needs, gathering feedback, and continuously improving systems to meet evolving expectations.

Strategic Planning : Develop and execute the strategic roadmap for Salesforce, aligning with business objectives and ensuring scalability for future growth.

Lead a large-scale, enterprise-wide Salesforce transformation, focusing on customer relationship management (CRM), marketing automation, sales, and service solutions.

Stay ahead of Salesforce ecosystem advancements, recommending innovative solutions to improve business processes and drive digital transformation.

Technology Leadership : Provide leadership and direction to teams responsible for CRM. This includes setting goals, defining priorities, and fostering innovation in technology solutions.

Cross-Functional Collaboration : Collaborate with cross-functional teams including marketing, sales, member ops, lending, IT, and operations to ensure alignment of digital and contact center initiatives with broader organizational goals.

Facilitate communication and coordination among different departments to drive integrated strategies and initiatives.

Risk Management and Compliance : Assess and mitigate risks associated with digital and contact center technologies, including cybersecurity threats, data privacy concerns, and regulatory compliance requirements.

Implement appropriate safeguards and controls to protect sensitive information and ensure regulatory compliance.

Budgeting and Resource Allocation : Develop and manage budgets for Salesforce technology initiatives, ensuring effective allocation of resources to support strategic priorities and achieve desired outcomes.

Monitor spending, track ROI, and adjust plans as needed to optimize resource utilization.

Continuous Improvement : Foster a culture of continuous improvement by encouraging innovation, experimentation, and learning within the digital and contact center technology teams.

Stay abreast of industry trends, emerging technologies, and best practices to drive ongoing innovation and excellence.

What We Are Looking For :

• A minimum of 10 years of relevant professional experience in Salesforce products and solutions.
• A minimum of 5 years with Financial Services experience
• Bachelors or Masters degree from an accredited college or university in computer science or relevant field.
• Salesforce certifications (e.g., Salesforce Certified Administrator, Salesforce Certified Architect) are highly preferred.
• PMP, ITIL or Agile certification a plus
• The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust.

Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position.

A knowledge of Vendors such as Q2, Jack Henry, Salesforce, ServiceNow, JIRA, LucidCharts, Smartsheets, MuleSoft, O365, AWS, AZURE, Alkami, Lumen, Cisco, Avaya, Five9s, Twilio, Genesys, Talkdesk, Nice, Collabrio, Verint, Einstein, ChatGPT, Watson, Alexa, Siri is an asset.

Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

Equal Opportunity Employer Veterans / Disabled

Drug-free Workplace

Pay Grade Info :

To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies.

Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses / credentials, and may vary from the amounts listed below.

The base pay range for this position is : $183k - $205k annually

Perks Important to You :

Our Team Members enjoy the following rewards and benefits :

Competitive pay

Subsidized health care including medical, dental and vision

FSA and HSA

Company-Paid Life and A&D insurance

Discounts on loans (must be a member)

Paid Vacation, Holiday, and Sick time

401k Retirement Saving Plan with a 6% safe harbor employer match

Educational Assistance Program and more!

About Us :

Founded in 1957, Premier America is one of the nations largest credit unions, with over 100,000 members and more than $3 billion in assets.

But more importantly, we are ever mindful of one crucial fact : we exist to serve the needs of all members - the owners of Premier America.

With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.

Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success.

Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.