Salesforce CRM Senior Director - Sales & Marketing Technology
Posted: 03/13/2026
Job Number: eVQrRklXRjR4eDljL2djS2tmMklxUT09
Pay Rate: 250000-300000 Yearly USD
Job Description
Job Title: Salesforce CRM Senior Director – Sales & Marketing Technology
Location: Boston, MA (Onsite – 4 days per week)
Job Type: Full time
Compensation: $250,000 – $300,000 Base Salary + Bonus + Long-Term Incentives + Relocation Assistance
About the Organization
Our client is a global financial services leader managing more than $1.5 trillion in assets under management, administration, and advisement. With over 22,000 employees across 19 countries, the organization serves more than 3.5 million individual, institutional, and business clients worldwide. The firm delivers industry-leading capabilities in financial planning, global asset management, and insurance solutions while maintaining a strong commitment to innovation, technology transformation, and client experience.
This is a unique opportunity to join a large-scale financial services enterprise and lead the strategic transformation of its Salesforce CRM and Sales & Marketing technology ecosystem.
Position Overview
We are seeking a visionary and hands-on Salesforce CRM Senior Director – Sales & Marketing Technology to lead the global technology strategy for Salesforce CRM and marketing platforms across North America, EMEA, and India. This role will serve as a senior product and technology leader responsible for modernizing CRM capabilities, enabling sales and distribution teams, and driving technology innovation across marketing and client service platforms.
The ideal candidate will bring deep Salesforce CRM expertise, strong experience in asset management or financial services distribution, and a proven track record of leading global technology teams while delivering scalable, enterprise-grade CRM solutions.
This role requires a strategic product leader who can collaborate with business stakeholders, engineering teams, and executive leadership to deliver high-impact sales and marketing technology solutions.
Key Responsibilities
Global Technology Strategy
-
Own and define the global Salesforce CRM and Sales & Marketing technology strategy across North America, EMEA, and India.
-
Drive enterprise CRM innovation to support sales enablement, marketing automation, client engagement, and distribution optimization.
Product Leadership and Innovation
-
Lead the vision and roadmap for Salesforce CRM and related marketing technologies within a complex enterprise environment.
-
Partner with business leaders to translate strategic goals into scalable product and technology solutions.
Global Team Leadership
-
Lead and mentor cross-regional technology teams across multiple geographies including North America, EMEA, and India.
-
Build high-performing teams focused on innovation, collaboration, and engineering excellence.
Sales and Marketing Technology Transformation
-
Implement best-in-class Salesforce CRM capabilities across sales operations, distribution management, and client service functions.
-
Drive adoption of advanced CRM features including AI, analytics, and automation to improve operational efficiency and client experience.
Strategic Business Partnership
-
Collaborate with business partners across sales, marketing, distribution, and client service teams to align technology strategy with business outcomes.
-
Provide technology thought leadership to executive stakeholders.
Agile Delivery Leadership
-
Guide product development teams using Agile methodologies including quarterly PI planning, backlog prioritization, and incremental delivery models.
-
Ensure high quality delivery across offshore and global engineering teams.
Technology Thought Leadership
-
Stay ahead of emerging technologies across CRM, AI, and digital marketing platforms.
-
Evaluate and implement innovative technologies that improve sales enablement, marketing performance, and client engagement.
Required Qualifications
-
Bachelor’s degree in Engineering, Computer Science, Information Systems, or related field.
-
10+ years of experience in enterprise technology leadership, software engineering, or CRM platform development.
-
5–10 years of hands-on experience with Salesforce CRM ecosystem and SaaS platforms.
-
Strong experience delivering Salesforce solutions within financial services, asset management, wealth management, or insurance environments.
-
Proven experience building and leading global technology teams across multiple regions.
-
Experience defining and executing enterprise technology strategy aligned with business priorities.
-
Strong understanding of Salesforce capabilities, CRM architecture, AI/ML integration, and SaaS-based enterprise platforms.
-
Experience working within Agile product development environments, including PI planning and backlog management.
-
Exceptional executive communication skills with the ability to influence senior stakeholders.
Compensation and Benefits
-
Base Salary: $250,000 – $300,000
-
Performance-based bonus and long-term incentives
-
Relocation assistance (if applicable)
-
Comprehensive benefits package including health, dental, vision, life insurance, retirement plans, and paid time off.
Work Environment
-
Hybrid work model with 4 days onsite per week in Boston.
-
Collaborative environment working with global technology and business teams.
Why This Opportunity
-
Executive-level leadership role driving enterprise CRM strategy
-
Opportunity to lead global Salesforce transformation initiatives
-
Work with cutting-edge technologies including AI-enabled CRM capabilities
-
High-impact role within a large global financial services organization