Salesforce Platform Lead Sales

Your Team Responsibilities

The Sales Technology Team at MSCI plays a critical role enabling internal teams to manage and execute business processes across the Opportunity to Order value chain (Opportunity pipeline management and Contract Lifecycle Management) as well as Order to Cash processes (integrations with ERP). Salesforce at MSCI is the strategic platform used by Sales, Client Service, Sales Operations, Marketing, Product Management, Finance, and other business units to achieve their business objectives.

We are seeking a talented and driven Salesforce Platform Lead to join our growing Business Technology (BT) team. This role will interact with our Sales business leaders and stakeholders to analyze current process pain-points, proactively propose solutions, challenge existing processes, and bring fresh ideas and insights to ensure CRM processes are streamlined, efficient and automated to support scale. This role will work on understanding and analyzing business requirements and design scalable solutions to meet their business objectives.

As the lead for the Sales domain, you will also manage a team, develop them as technical experts for the products they support, help plan and manage the workload for the teams, build relationships with the global sales technology users / stakeholders and other business groups as enumerated above.

Your Key Responsibilities

• Deliver across a program of both continuous improvement and enterprise-wide CRM projects that support Sales
• Develop end-to-end solutions by a thorough analysis of business processes, key program objectives and KPIs
• Maintain a keen focus across the critical CRM/ERP integration landscape (CRM to SAP middle-tier), fully understanding the needs of Finance from a CRM data and reporting perspective
• Collaborate with senior business partners, cross-functional Scrum teams, data stewards, project management, prioritization councils, procurement, IT security, SOX (and more) to ensure both the long-term viability of the platform and its alignment to evolving business objectives
• Conduct a rigorous prioritization of initiatives with key stakeholders (cost-benefit analysis) towards the goal of gaining mutual agreement on the most impactful changes
• Oversee system compliance with regulatory controls such as SOX and Data Privacy, and internal security policies
• Ensure alignment of priorities, helping unblock issues, and managing escalations
• Maintain a keen eye on platform usage and adoption metrics to measure success
• Cross-Functional Collaboration:
  • Partner with marketing, sales, and BT teams to develop strategies that support both marketing and sales objectives.
  • Ensure marketing initiatives are aligned with sales needs and workflows, improving the overall customer experience.

Your skills and experience that will help you excel

• In-depth understanding of Salesforce
• Strong understanding of the Lead to Order cycle (Opportunity pipeline management and Contract Lifecycle Management) as well as Order to Cash processes (integrations with ERP)
• Strong analytical and problem-solving skills, team building skills and presentation skills
• Ability to work under pressure to tight deadlines across a diverse project portfolio, with a sharp focus on the incremental delivery of business value
• 360-degree view across System and Application Architecture, Data Architecture, Integration Architecture and Development & Deployment Architecture
• Strong analytical, problem solving and team building skills, attention to details, ability to prioritize and plan effectively, initiative to follow through on directives, and knowledge and sensitivity to global partners/cultures/norms
• Excellent communication and interpersonal skills to work effectively with both technical teams and business stakeholders.
• Advanced framing skills for presentation & communication at all levels of the organization
• Salesforce Architecture certifications. CTA is a big plus.

About MSCI

What we offer you

• Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.

• Flexible working arrangements, advanced technology, and collaborative workspaces.

• A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.

• A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.

• Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.

• Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.

• We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.

To all recruitment agencies

MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.

Note on recruitment scams

We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com