First Horizon Bank
CRM Enablement Manager, B2B
First Horizon Bank, Raleigh, North Carolina, United States, 27601
Description
Location:
Onsite at the location listed in the job posting.
Summary
The CRM Enablement Manager, B2B is a member of the Marketing and CX organization, reporting to the VP, CRM Enablement. The CRM Enablement Manager will be responsible for leading the enablement of Salesforce CRM (Sales and Service) capabilities across multiple B2B related lines of business (Commercial / Specialty, Business Banking, Treasury Management) in the enterprise. This role involves working closely with business leaders, enterprise technology teams and Salesforce developers to oversee the development and implementation of Salesforce solutions that align with business objectives. This candidate will function as the Product Owner for B2B related solutions and will be responsible for maintaining a product backlog, prioritizing user stories, and ensuring that the platform delivers maximum value to the business.
Weekly Scheduled Hours:
Monday- Friday 9 AM–5 PM
Responsibilities:
Backlog Management: Create, maintain, and prioritize the product backlog, ensuring that the most valuable features are delivered first.
Stakeholder Collaboration: Work closely with stakeholders to gather and document requirements, ensuring that the platform meets their needs.
Feature Development: Translate business requirements into user stories for the development team and oversee the development and implementation of new features.
Functional Demo: Ability to demonstrate functional delivery to business proponents.
Sprint Planning: Collaborate with the Scrum Master to plan sprints, ensuring that the development team understands the priorities and requirements.
Quality Assurance: Ensure that all Salesforce implementations meet quality standards, are tested thoroughly, and are delivered on time.
User Training: Coordinate and provide training to users on new features and functionalities within Salesforce.
User Support: Provide end user support and education for any issues that arise, be on point to drive resolution and function as an escalation point.
Continuous Improvement: Identify areas for improvement within the Salesforce platform and recommend enhancements to optimize performance and user experience.
Reporting & Analytics: Oversee the creation of reports and dashboards within Salesforce to monitor platform performance and business metrics.
Compliance & Security: Ensure that Salesforce implementations comply with company policies, industry standards, and data security regulations.
Related Qualities:
Demonstrated critical thinking skills, ability to accurately analyze information and make sound decisions
Demonstrated ability to take initiative and accountability for achieving results
Ability to translate from business language, to technology and back for seamless understanding between groups
Can move from strategic to tactical
Is collaborative and has strong leadership skills
Comfortable working in an agile setting where clear definitions may not exist
Enjoys new challenges and has a growth mindset
Must champion the importance of the quality and accuracy of data and information leveraged by our customers and banking partners
Important Knowledge and Skills:
Salesforce.com – Salesforce CRM (Sales / Service Clouds, Marketing Cloud) – certified Admin and/or Product Owner preferred
Data Platforms: Salesforce Data Cloud, D&B Hoovers, RevUp ABX
Marketing Automation and Orchestration: Salesforce Marketing Cloud, Journey Builder and related capabilities are a plus
Project management: traditional and agile methodologies such as Waterfall, Kanban, Scrum
Banking and Financial Services: Domain knowledge related to consumer and commercial banking, customer journeys, customer experience (CX)
Compliance: abreast of financial services regulations, privacy and consent requirements (CCPA, GDPR, etc)
Required Qualifications:
Bachelor's Degree in MIS, Marketing, Computer Science or a related field or an equivalent combination of education, training, and experience
Minimum seven years of demonstrated experience
Banking / financial services experience strongly preferred
About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
Follow Us
Facebook (https://www.facebook.com/FirstHorizonBank)
X formerly Twitter
LinkedIn (http://www.linkedin.com/company/first-horizon-bank)
Instagram
YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Location:
Onsite at the location listed in the job posting.
Summary
The CRM Enablement Manager, B2B is a member of the Marketing and CX organization, reporting to the VP, CRM Enablement. The CRM Enablement Manager will be responsible for leading the enablement of Salesforce CRM (Sales and Service) capabilities across multiple B2B related lines of business (Commercial / Specialty, Business Banking, Treasury Management) in the enterprise. This role involves working closely with business leaders, enterprise technology teams and Salesforce developers to oversee the development and implementation of Salesforce solutions that align with business objectives. This candidate will function as the Product Owner for B2B related solutions and will be responsible for maintaining a product backlog, prioritizing user stories, and ensuring that the platform delivers maximum value to the business.
Weekly Scheduled Hours:
Monday- Friday 9 AM–5 PM
Responsibilities:
Backlog Management: Create, maintain, and prioritize the product backlog, ensuring that the most valuable features are delivered first.
Stakeholder Collaboration: Work closely with stakeholders to gather and document requirements, ensuring that the platform meets their needs.
Feature Development: Translate business requirements into user stories for the development team and oversee the development and implementation of new features.
Functional Demo: Ability to demonstrate functional delivery to business proponents.
Sprint Planning: Collaborate with the Scrum Master to plan sprints, ensuring that the development team understands the priorities and requirements.
Quality Assurance: Ensure that all Salesforce implementations meet quality standards, are tested thoroughly, and are delivered on time.
User Training: Coordinate and provide training to users on new features and functionalities within Salesforce.
User Support: Provide end user support and education for any issues that arise, be on point to drive resolution and function as an escalation point.
Continuous Improvement: Identify areas for improvement within the Salesforce platform and recommend enhancements to optimize performance and user experience.
Reporting & Analytics: Oversee the creation of reports and dashboards within Salesforce to monitor platform performance and business metrics.
Compliance & Security: Ensure that Salesforce implementations comply with company policies, industry standards, and data security regulations.
Related Qualities:
Demonstrated critical thinking skills, ability to accurately analyze information and make sound decisions
Demonstrated ability to take initiative and accountability for achieving results
Ability to translate from business language, to technology and back for seamless understanding between groups
Can move from strategic to tactical
Is collaborative and has strong leadership skills
Comfortable working in an agile setting where clear definitions may not exist
Enjoys new challenges and has a growth mindset
Must champion the importance of the quality and accuracy of data and information leveraged by our customers and banking partners
Important Knowledge and Skills:
Salesforce.com – Salesforce CRM (Sales / Service Clouds, Marketing Cloud) – certified Admin and/or Product Owner preferred
Data Platforms: Salesforce Data Cloud, D&B Hoovers, RevUp ABX
Marketing Automation and Orchestration: Salesforce Marketing Cloud, Journey Builder and related capabilities are a plus
Project management: traditional and agile methodologies such as Waterfall, Kanban, Scrum
Banking and Financial Services: Domain knowledge related to consumer and commercial banking, customer journeys, customer experience (CX)
Compliance: abreast of financial services regulations, privacy and consent requirements (CCPA, GDPR, etc)
Required Qualifications:
Bachelor's Degree in MIS, Marketing, Computer Science or a related field or an equivalent combination of education, training, and experience
Minimum seven years of demonstrated experience
Banking / financial services experience strongly preferred
About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
Follow Us
Facebook (https://www.facebook.com/FirstHorizonBank)
X formerly Twitter
LinkedIn (http://www.linkedin.com/company/first-horizon-bank)
YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)