Responsibilities

• Lead the design and evolution of Salesforce solutions that support scalable growth across Legends and client environments.
• Partner with senior business stakeholders to identify business challenges, define future-state processes, and translate needs into CRM architecture, system requirements, and insights.
• Own the end-to-end delivery of CRM and insights initiatives, including discovery, solution design, prioritization, implementation oversight, testing, and post-launch optimization.
• Define and enforce standards for CRM data models, reporting, automation, and insight delivery to ensure consistency and trust across the organization.
• Design and oversee Salesforce automation solutions using Flow and Apex, guiding technical decision-making and ensuring best practices are followed.
• Lead cross-functional engagements across services lines, departments and operations to align CRM capabilities with business strategy.
• Develop and deliver executive-level insights, narratives, and recommendations that inform decision-making and operational priorities.
• Proactively identify risks, inefficiencies, and opportunities within CRM data, processes, and architecture, and drive corrective action.
• Mentor CRM Insights Analysts and related team members by setting expectations, reviewing work, and supporting professional development.
• Support adoption and change management by ensuring CRM solutions are intuitive, well-documented, and aligned to user workflows.