Director of Digital CRM Platforms will lead the delivery and evolution for the platforms team members use to market, onboard, and originate products. - DIREC005339

S.i. Systems
Victoria, CA
$150K a year
Permanent

Our Financial Services client is seeking a Director of Digital CRM Platforms will lead the delivery and evolution for the platforms team members use to market, onboard, and originate products. - DIREC

This is a Permanent role, Remote

Must Have :

  • 10+ years of digital product delivery , and / or sales product leadership within Financial or Banking industry
  • Proven track record of enabling delivery in an Agile COTS (commercial off the shelf system) environment.
  • Vendor partner management and demonstrated experience in vendor negotiation and contract and SLA management.
  • COTS legacy systems transformation
  • MS Dynamics CRM platform
  • Agile transformations within a complex, multi-product technology organization
  • building and launching cross-organization products and services.
  • University degree in the field of computer science / engineering or information technology or equivalent

Responsibilities

1. Planning and Strategy

  • Contributes to and executes the digital sales platforms multi-year technology strategy and roadmap.
  • Works with stakeholders and external partners to ensure alignment with the enterprise business strategy, objectives and key results.
  • Works closely with other platform and architecture teams to assess suitable technology architecture, influencing definition and design.
  • Leads sales platform design and development, including refining platform requirements and delivery of scalable platforms in an agile environment.
  • Provides thought leadership to formulate and scale minimum viable platforms.

2.Operational Management

  • Leads the technology build of a new COTS LOS platform and the technology build and integration of a MS Dynamics CRM platform.
  • Leads the technology build and integration of pricing and other tooling used for attraction, onboarding, and retention of members.
  • Leads the legacy transformation within the digital sales platform’s roadmap.
  • Leads microservices based development and application scaling / containerization.
  • Utilizes appropriate agile tooling to further develop DevOps CI / CD practices.
  • Establishes and overseas production support processes for servicing platforms, ensuring maximum uptime and rapid resolution of issues.
  • Implements monitoring and incident management tools to proactively identify and address potential problems.
  • Monitors vendor performance and delivery ensuring compliance

3.Leadership

  • Builds, inspires, retains, and leads a high performing technology team.
  • Mentor, coach, and support the technology talent pool to deliver on the organization’s people strategy with a keen eye for developing future talent.
  • Oversees the technical team to take the digital platform concepts from ideation through validation, measurement, and iteration.
  • Continuously motivates the team and drives ongoing improvements through measurable goals, training, and team optimization.
  • Promotes the culture of transparency, ownership, and innovation across the teams.
  • Nurtures and develops a highly engaged, diverse, and capable workforce to effectively execute the digital servicing roadmap and build great relationships with members.
  • Fosters a culture of coaching, mentorship, agile learning, communication, and cross-functional collaboration.
  • 3 days ago
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