Senior Salesforce Platform Manager at StepStone Group

Needham, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Recruitment, Technology, AdvertisingIndustries

Requirements

Deep understanding of Salesforce’s capabilities
Experience serving as central point of contact for Salesforce operations, maintenance, implementation, and configuration
Ability to partner with key business units and act as subject matter expert for strategic decision-making
Technical leadership and support skills to drive platform adoption and user effectiveness
Proficiency in leveraging data-driven insights for process improvement and optimization
Knowledge of Salesforce integrations (e.g., CPQ, Appcast Portal, Hubspot, Outreach, ZoomInfo, LeanData)
Expertise in data integrity, security, compliance, and governance
Skills in developing dashboards, reports, analytics, and monitoring KPIs
Up-to-date with Salesforce trends, tools, best practices, certifications, and training
Experience collaborating with senior leaders, sales, delivery, COE, marketing, Financial Operations, IT, Product Development, and legal stakeholders

Responsibilities

Execute long-term comprehensive Salesforce strategy aligning with company objectives
Lead Salesforce-related projects from scoping, planning to execution
Serve as primary point of contact for Salesforce initiatives, gathering requirements and providing solutions
Evaluate and recommend Salesforce products and features
Provide training and support to end-users
Stay updated on Salesforce trends and ensure team certifications/training
Lead implementation, configuration, and optimization of Salesforce
Ensure data integrity, security, and compliance with stakeholders
Partner with business units to troubleshoot issues and drive cross-system synergy
Manage complex Salesforce integrations for seamless data flow
Drive alignment of Salesforce with other systems and data governance
Develop and manage dashboards, reports, and analytics
Monitor Salesforce performance and usage for data-driven recommendations
Collaborate on defining and tracking KPIs

Skills

Salesforce

Salesforce Configuration

Salesforce Implementation

Salesforce Administration

Salesforce Strategy

Project Management

Technical Leadership

Business Process Optimization

Data-Driven Insights

CRM Platform Management

StepStone Group

Global private markets investment firm

About StepStone Group

StepStone Group manages a large amount of private capital, totaling over $91 billion, with around $24 billion in assets under management. The firm specializes in private markets, focusing on various investment strategies including private equity, infrastructure, real assets, real estate, and private debt. StepStone creates tailored investment portfolios for sophisticated investors by using a disciplined research approach that combines primary investments, secondary market purchases, and co-investments. This comprehensive strategy sets StepStone apart from competitors, as it emphasizes customization and thorough research to meet the specific needs of its clients. The goal of StepStone is to provide effective investment solutions that maximize returns for its clients.

New York City, New YorkHeadquarters

2007Year Founded

$8,091.2MTotal Funding

IPOCompany Stage

Venture Capital, Financial Services, Real EstateIndustries

501-1,000Employees

Benefits

Health Insurance

401(k) Retirement Plan

Mental Health Support

Paid Vacation

Wellness Program

Risks

AI-powered investment platforms may challenge StepStone's traditional strategies.

StepStone's cybersecurity involvement may increase exposure to cyber threats.

Shift towards AI-native platforms requires StepStone to adapt investment strategies.

Differentiation

StepStone Group offers customized exposure to private real estate investments.

The firm manages over US$91 billion in private capital allocations globally.

StepStone integrates primaries, secondaries, and co-investments in its portfolio strategies.

Upsides

Growing interest in AI solutions can enhance StepStone's investment strategies.

AI-driven risk management trends offer new opportunities for StepStone's portfolio.

Expansion in cybersecurity intelligence can improve StepStone's security measures.

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