Marketing Systems Manager - Salesforce Administration

Job Classifications

The Marketing Systems Manager is responsible for the management and development of the Firm’s OnePlace Business Planning system. The candidate should have substantial experience with Salesforce and a clear understanding of how the tool supports firm-wide business strategy.

Solicit and critically evaluate and document business and functional requirements, ensure alignment with overall marketing strategies, enhance and develop new business processes, and create change management and communication plans for the firm-wide rollout of all OnePlace modules. Project manage, maintain, and coordinate communication with all stakeholders throughout each phase of the project including:

  • working with OnePlace Architects and Developers to build identified business requirements in OnePlace;
  • supporting testing cycles, UAT, regression, and system; and
  • creating training materials and documentation for users.

Manage daily operations of OnePlace including maintenance processes, training, ad hoc reporting, bulk uploads, and data integration with other systems. Configure users, maintain profiles, create roles, define and build custom and formula fields, validation rules, page layouts and list views, workflows, and approvals. Manage user access and security, grant and revoke user licenses, update and maintain security to reflect organizational structure changes. Monitor upcoming Salesforce and OnePlace product releases and assess business impact. Coordinate upgrades with IT team to ensure all systems are on current software versions and have appropriate updates applied. Assess and manage impact on end-users. Identify, track, and resolve OnePlace software performance or integration issues. Develop best practices for data entry, quality, newness and comprehensiveness, and create related training and reference materials. Ensure data quality and integrity and implement periodic data cleansing processes. Ensure and audit compliance with privacy and anti- spam laws and regulations. Create and maintaint argeted practice, industry, and ad hoc mailing lists, working with practice group leaders and marketing managers. Create and manage broadcast email and event invitations. Master marketing automation platform and provide analytics on broadcast email campaigns to business development team members, with qualified leads, and follow up recommendations. Liaise with vendors, including Gwabbit, OnePlace, and Vuture. Provide training to current and new users, ensuring compliance with data quality standards.


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