Salesforce Manager, Sales

2 days ago

Toronto, Canada IVARI Full time

**Welcome to ivari**

Let us introduce ourselves. With 300 employees across Canada_, ivari_ is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.

At _ivari_, everyone is welcome It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.

**This is a 14-month contract opportunity**

**Here’s the job opportunity**

Reporting to the Senior Manager, Salesforce Administration & Solution Architecture, this role is responsible for ensuring the effective and efficient operation and administration of our multi-cloud Salesforce (Sales Cloud, Marketing Cloud Engagement) implementation and platform customizations and add-ons. This includes overseeing the day-to-day tasks associated with user administration, security settings, platform maintenance, business process automation, and marketing journeys.

The role will act as an internal consultant and project manager working closely with sales and marketing leadership to design and deploy efficient, results-oriented functionality across our multi-cloud Salesforce implementation with a focus on solutions that help generate profitable sales and VNB through process automation and sales enablement.

**You will**

**Platform Administration & User Adoption** - Maintain a stable, reliable, and easy to use multi-cloud Salesforce (Sales Cloud and Marketing Cloud Engagement) implementation that provides benefits and efficiencies to our Sales teams helping them strengthen relationships with our advisors.
- Oversee the day to day administration and management of our Salesforce platform
- Assess, provide recommendations for, and manage updates needed to our environment due to internal or external factors
- Stay abreast of any changes in our Salesforce suite of products

**Sales Cloud - Sales Enablement & Process Automation** - Improve the efficiency of the Sales team by automating processes and exposing meaningful, actionable information enabling them to execute more valuable sales activities.
- Act as an internal consultant to identify new innovative and creative opportunities to leverage Sales Cloud to support additional business processes or functions
- Sales Cloud SME
- Project manage the end to end implementation of Sales Cloud solutions
- Partner with and lead other teams on cross-functional Sales Cloud solutions
- Assess, design, develop, and deliver Sales Cloud solutions (data structure, feeds, security, automations, UI/UX, etc.) as impacted by internal projects and business needs
- Document business requirements, assess potential solutions, and prepare BAT/UAT test plans
- Manage the existing integrations, functionality, and automated processes being leveraged in Sales Cloud and identify opportunities for enhancement

**Marketing Cloud Engagement - Integration & Sales Automation** - Manage the design and implementation of ongoing and targeted automated journeys supporting Sales team initiatives.
- Act as an internal consultant to advise Sales on how to best use Marketing Cloud to drive their business objectives
- Marketing Cloud SME
- Assess, design, develop, and deliver Marketing Cloud solutions (data structure, feeds, audiences, automations, queries, journeys, etc.) as impacted by internal projects and business needs
- Document business requirements, assess potential solutions, and prepare BAT/UAT test plans
- Manage the configuration and environment setup of Marketing Cloud and the platform and data integrations between Sales and Marketing Clouds

**What we are looking for**
- Undergraduate degree in Business, Information Technology/MIS, or equivalent work experience
- Must Have/Working towards: Salesforce Certified Administrator, Advanced Administrator, Marketing Cloud Administrator, Marketing Cloud Consultant, and Sales Cloud Consultant
- 5+ years of experience working directly with Salesforce Sales/Service Cloud and Marketing Cloud Engagement as an implementer or administrator
- 2+ years of experience working in life insurance or financial services
- Experience in translating functional business requirements into technical solutions involving Salesforce Sales/Service and/or Marketing Clouds from requirements gathering through to user acceptance test planning and implementation
- Experience owning the change management process for platform changes and enhancements including communications, creating technical and process documents, and conducting training for end users and key stakeholders
- Experience building and maintaining automations using Approval Processes, Workflow Rules, Process Builder, Flows, Automation Studio, and Journey Builder
- Expert level knowledge of and e

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