Salesforce Implementation Lead

ebury

Salesforce Implementation Lead

Salary Not Specified

ebury, City of Westminster

  • Full time
  • Permanent
  • Remote working

Posted today, 1 Oct | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

job Ref: 7f90be18bf2540079a72fe1cc825be67

Full Job Description

Ebury Mass Payments is a non-banking financial institution which provides cross border payments and foreign exchange services. It is a major supplier of payment services for international payroll, usually through aggregator clients like payroll providers, who bring their underlying corporate clients to EMP. It has enjoyed substantial growth over recent years and is now entering a new phase of business development to address larger customers in its current business markets and to open new sectors that have aggregator style customers. To support this objective, EMP will need new technology solutions that can:

  • Provide the key features necessary to open new business vertical markets and address larger organisations in its current verticals
  • Allow EMP to increase business volumes by an order of magnitude with a similar size of operations team
  • Ensure the sales pipeline is well managed via the CRM system
  • Sustain highest levels of customer service for maximum retention
  • Ebury Mass Payments - Implementation Having completed an RFP and a Proof of Concept with our preferred core banking supplier, EMP is embarking upon the implementation of a future business processing model, covering the core Trading, Cash Management, Payments and Reconciliation processes, along with integrations with other key services like Commercial, Compliance, Accounts and Data. As part of this future roadmap, EMP is also looking at revamping its CRM solution to ensure that it is fit for purpose, can correctly manage various aspects of pre-onboarding activities, can integrate into the core banking platform and, in the longer run, be a single dashboard used by Sales, Client Services and Compliance teams for customer behavioural analysis and reporting. Background: Ebury Mass Payments (EMP) was originally known as Frontier Pay before it was acquired by Ebury Partners in 2019. Subsequently EMP was absorbed into the Ebury ecosystem, and one of the systems that came into use was Salesforce which was the existing CRM solution of Ebury Partners. However, the processes defined in the Salesforce instance were tailored to the sales model specific to Ebury Partners, which is significantly different from that of EMP. As a result, the EMP Sales and other back office teams used (and continue to use) only partial Salesforce functionality, and much of the data storage and tracking is done via Microsoft Excel. As part of its roadmap for implementing new systems support for its growing business of International Mass Payments, EMP has partnered with an external vendor, to implement its core banking system and achieve business growth targets to increase turnover by an order of magnitude without significant growth in operational team size. Managing the sales pipeline, client relationships and the client journey is at the core of EMP's commitment to our clients and, along with a better core trading/payments system, a well suited and bespoke CRM is key to effectively managing and growing our client base. To this end, whilst Salesforce continues to be the CRM of choice, EMP has partnered with another external vendor, Milestone Technologies, to establish and build a bespoke set of processes on the existing Salesforce instance, such that the new EMP and the existing Ebury Partners processes co-exist on the same instance. The vendor is in the midst of developing a solution that will suit EMP while also ensuring existing processes for Ebury Partners are not impacted. This is a contract post where the individual will support the EMP CRM effort by taking responsibility for managing the EMP Salesforce implementation effort. It will need to be implemented in line with EMPs business and regulatory requirements, whilst also coordinating with relevant internal stakeholders from Product, Technology, Compliance, Sales and Client Services teams across the organisation. Candidate Experience: We are seeking an individual who has worked in a FinTech environment as a Salesforce implementation lead. This person will have hands-on experience implementing the Salesforce platform from a techno-functional perspective. The candidate will have experience in working with business stakeholders to understand business requirements, and how they interlink and overlap from a client relationship management perspective. The candidate must also possess a good understanding of the various objects and capabilities within Salesforce, and must know what can be configured vs. coded to achieve the best outcome. The candidate will be representing EMP, and must be able to ensure other internal teams from Ebury Partners as well as the external vendor are in sync and collaborating in an effective manner to achieve EMPs objectives. This candidate will also be involved in helping scope out other future requirements EMP may have for Salesforce, and eventually in training the relevant backoffice teams in using the new EMP CRM once it is developed. The candidate will report to the VP Engineering within EMP and work alongside other EMP Technology staff who are dedicated to implementing the core processing engine. They will also build good relationships with back office EMP staff and help provide vision to what Salesforce can do above and beyond its current use.

    Ebury is a hyper-growth FinTech firm, named in 2021 as one of the top 15 European Fintechs to work for by AltFi. We offer a range of products including FX risk management, trade finance, currency accounts, international payments and API integration., Ebury is a FinTech success story, positioned among the fastest-growing international companies in its sector. Founded in 2009, we are headquartered in London and have more than 1700 staff with a presence in more than 25 countries worldwide. Cultural diversity is part of what makes Ebury a special place to be. From Sao Paulo to Dubai, Bucharest to Toronto, we enjoy sharing team experiences and celebrating success across the Ebury family. Hard work pays off: in 2019, Ebury received a £350 million investment from Banco Santander and has won internationally recognised awards including Financial Times: 1000 Europe's Fastest-Growing Companies. None of this would have been possible without our proudest achievement: our great people. Enthusiastic, innovative and collaborative teams, always ready to disrupt and revolutionise the fast-paced FinTech sector. We believe in inclusion. We stand against discrimination in all forms and have no tolerance for the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story because we want you and your uniqueness to help write our future. Please submit your application on the careers website directly, uploading your CV / resume in English.