PURPOSE OF JOB<\/p>\n
\tThis role is responsible for developing and optimising Salesforce specifically for the Business Development & Marketing (BD&M) function. It focuses on delivering BD&M-specific enhancements, improving data integrity across the sales cycle, enabling account-based marketing (ABM) activity, and CRM adoption within the function.
\n\tThis role will oversee the day-to-day operations of our Salesforce platform, manage a small team of administrators, and drive the roadmap for future development in collaboration with divisional marketing teams.<\/p>\n
MAIN RESPONSIBILITIES AND DUTIES<\/p>\n
BD&M Salesforce Development & Enhancements<\/p>\n
\tTranslate Sales, Business development and Marketing requirements into Salesforce configurations, automations, flows, and UI improvements.
\n\tMaintain and evolve BD&M-specific objects, fields, processes, pipelines, and functionality (e.g., Contacts, Accounts, Opportunities\/Enquiries).
\n\tBuild solutions that directly improve Sales and Marketing execution, reporting, targeting, and campaign effectiveness.
\n\tCollaborate with Salesforce Architect \/ JTC Group\u2019s Salesforce Lead (IT) to ensure BD&M developments align with the wider group architecture, change management procedures and governance standards.
\n\tCollaborate with Business Analyst on the BD&M Salesforce roadmap in partnership with divisional marketing team leaders, aligning platform development with BD goals and marketing strategies.
\n\tCollaborate with the Senior Manager \u2013 Marketing Automation to ensure a smooth and well-aligned transition from the Leads and Campaigns objects (marketing process), while supporting ongoing data management across post-conversion objects.<\/p>\n
Data Integrity & Sales Process Quality<\/p>\n
\tOwn data integrity for BD&M-related Salesforce objects.
\n\tImplement validation, deduplication routines, and quality controls to maintain an accurate BD pipeline.
\n\tRun continuous data health checks; lead remediation cycles. Reporting on these efforts.
\n\tEnsure consistent BD&M processes are followed for lead management, enquiries, conversions, and client development journeys.
\n\tOversight of Salesforce Sales processes and support for Leads processes, and other related systems to ensure data integrity.<\/p>\n
ABM-Focused CRM Enablement<\/p>\n
\tDevelop CRM segmentation and targeting configurations to support ABM (1:1, 1:few, 1:many).
\n\tBuild and maintain key account structures, and intent-based data views to support account scoring models and ABM.
\n\tCreate dashboards showing opportunity influence, account engagement and revenue insights.<\/p>\n
BD&M User Adoption & Support<\/p>\n
\tDevelop a BD&M Salesforce user training and enablement programme adhering to change management principles and focused on long-term user adoption.
\n\tSupport for BD&M Salesforce users.
\n\tDevelop BD&M-specific documentation, guides, best practices and process playbooks.
\n\tDrive adoption of new BD&M CRM features and ensure smooth rollout of enhancements.<\/p>\n
Collaboration with Group Salesforce Lead<\/p>\n
\tFeed BD&M requirements, pain points and opportunities into group\u2011level Salesforce planning.
\n\tEnsure BD&M developments align with wider strategic or architectural direction.
\n\tParticipate in cross-functional forums and change management practices.<\/p>\n
General<\/p>\n
\tManage Salesforce admin.
\n\tEnsure high-quality delivery and continuous improvement of Salesforce support within the function.
\n\tRemain up to date with the latest developments in related CRM tools, and best practices, and make recommendations for continuous improvement.
\n\tAdhere to JTC core values and expected behaviours.
\n\tAny other duties as deemed necessary by senior management.<\/p>\n
ESSENTIAL REQUIREMENTS<\/p>\n
\t5+ years Salesforce experience, ideally in Sales Cloud.
\n\tStrong CRM configuration skills (flows, validation rules, page layouts, automation).
\n\tDemonstrated experience managing data quality, deduplication, and process compliance.
\n\tExperience supporting BD, marketing or commercial functions.
\n\tRelevant Salesforce certifications in Marketing Cloud Account Engagement and Sales Cloud.
\n\tUnderstanding of ABM principles and CRM\u2011supported targeting.
\n\tStrong communication & stakeholder management skills.
\n\tStrong, demonstrable troubleshooting and problem-solving skills.
\n\tExcellent communication and stakeholder management abilities.
\n\tStrong organisational skills with excellent attention to detail, the ability to work to tight deadlines,
\n\tAbility to manage multiple tasks concurrently and prioritise effectively.
\n\tSelf-motivated, proactive and a willingness to learn new skills, tools and platforms.
\n\tDemonstrating a genuine interest in CRM management.
\n\tPrior experience in the financial services industry is desirable but not essential.
\n\tDegree or relevant Salesforce \/ CRM qualifications or certificates.<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( http:\/\/www.jtcgroup.com ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"JTC Group","_company_website":"http:\/\/www.jtcgroup.com","_company_tagline":"We are JTC, an independent, award-winning provider of fund, corporate and fiduciary services to institutional and private clients. Established in 1987, we now have over 500 people in offices across 18 jurisdictions, with assets under administration totalling over US$70billion. Our independence and s... read morehared ownership culture means we all share the same priority: the best interests of our clients. Specialties Accountancy Services, Corporate Services, Employee & Executive Services, Family Office Services, Fund Services, Marine & Aviation Services, Private Client Services, and Real Estate Services Block B Century Falls Century Boulevard Century City Milnerton South Africa 7441","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[15],"job-types":[12],"class_list":{"0":"post-34318","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-western-cape","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/34318","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=34318"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=34318"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=34318"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}