The client is looking for a candidate that has potentially come from a Sales Force Development background and may moved into an IT manager role. They want this person to have managed the technical side as well as the hiring and firing, performance reviews etc. This is a true manager role with technical chops. IF you have questions or candidates, you are not sure about call or email me the resume. I understand they are looking for a lot. They know it as well.
Responsibilities:
- Overseeing all technology operations and evaluating them according to established goals.
- Manage the technology operations and what each platform accomplishes for the Firm
- Complete Technology stack analysis to audit how the Firm is using the software and if it’s ROI is in line with the goals of Firm Leadership.
- Work with vendors to manage operations (e.g. network security) and evaluate them according to established goals
- Continue the build out of Salesforce CRM and evolve the platform with the business needs of the Firm
- Oversee the technology integrations with Salesforce
- Evaluate and recommend AI integrations to streamline and enhance Firm performance
- Devising and establishing IT policies, controls, and systems to support the implementation of strategies set by Firm Leadership.
- Manage software documentation and SOPs
- Build out and implement training programs for platform training and education (e.g. cyber threats)
- Develop a plan and timelines for software implementations
- Establish and test controls to ensure systems are operating appropriately
- Coordinate with company leadership to ensure that strategic initiatives are aligned as necessary
- Analyze the business requirements of all departments to determine their technology needs.
- Monitor the use of technological equipment and software on an ongoing basis to ensure functionality and efficiency
- Identify equipment and software that are not needed or used
- Purchase efficient and cost-effective technological equipment and software
- Identify the need for upgrades, configurations or new systems and report findings to Firm Leadership or key stakeholder
- Managing vendor relationships and resources to execute technology rollouts and updates in the most cost-efficient manner.
- Coordinate with Vendors for software and cost analysis
- Control budget and report on expenditure, develop forecasts as needed
- Assist in building relationships with vendors and creating cost-efficient contracts
- Assess project scope and find areas where we cut down cost and/or bring work in house
- Stay up to date on platform release notes and lessons learned to enhance knowledge of platforms used by the Firm
- Develop strong mentor relationships to grow expertise on how to better IT at the Firm
- Identify topic areas where additional IT training is needed to ensure the training program is robust and responsive to the Firm’s needs (e.g. Security)
- Design and implement firm-wide annual IT training program to ensure all employees are aware of IT policies and procedures
- Continue to identify additional areas of IT training (i.e. security) to mitigate risk to the firm
Requirements:
- BA/BS degree required.
- 5 years of IT experience required.
- Experience with implementing new IT systems
- Deep expertise and understanding of CRM systems, data requirements and resulting business implications with technology management in a professional services industry.
- Strong project management skills; capable of completing highly complex projects and analyses.
- Ability to manage a team of direct reports and to provide coaching, mentoring and performance feedback to further enhance the skills and abilities of the team.
- Excellent organizational, written and verbal communication skills.
- Demonstrated relationship management skills; ability to liaise and negotiate with outside vendors.