Salesforce Implementation Lead

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.

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