Head of CRM

Summary

Join Docplanner Group, the world's largest healthcare platform, as the Head of CRM (Salesforce) and lead the strategic vision and optimization of Salesforce to drive business growth. You will oversee system integrations, reporting, change management, and develop a high-performing CRM team. This role requires technical expertise, cross-functional collaboration, and leadership to drive process efficiency, data integrity, and automation. You will define and implement the long-term Salesforce strategy, lead the architecture and enhancement of Salesforce, partner with various teams to standardize CRM workflows, establish best practices for lead management, sales pipeline tracking, customer onboarding, retention, and expansion processes, develop and enforce governance policies for data quality, security, and compliance, oversee the global Salesforce migration, define and implement key performance indicators (KPIs) and dashboards, manage CRM system configurations, integrations, automation, and API-based connections, lead and mentor the Salesforce team, oversee Salesforce-related vendor relationships, contract negotiations, and budget allocation.

Requirements

• Proven experience managing large-scale Salesforce implementations, preferably in a SaaS or multi-market business environment
• Strong managerial background with experience leading technical and cross-functional teams
• Ability to standardize processes while balancing regional market needs, ensuring efficiency across diverse GTM teams
• Hands-on experience with Salesforce Sales & Service Cloud, automation (Flows, Process Builder), integrations (APIs, middleware, GIT / GitHub), and data management
• Strong data-driven mindset, capable of identifying trends, optimizing processes, and improving CRM efficiency
• Ability to influence and align executive leadership, regional sales/CS teams, and operational stakeholders on CRM strategy and execution
• Experience leading complex CRM migration projects, managing timelines, resources, and risks effectively
• Ability to work in a fast-paced, high-stake environment, managing multiple stakeholders and competing priorities
• Fluent in spoken and written English

Responsibilities

• Define and implement the long-term Salesforce strategy to support GTM teams in driving efficiency, automation, and data-driven decision-making
• Lead the architecture, customization, and enhancement of Salesforce, ensuring alignment with global sales, customer success, and operations processes
• Partner with sales, customer success, marketing, finance, and product teams to standardize CRM workflows, ensuring seamless execution across 13 countries
• Establish best practices for lead management, sales pipeline tracking, customer onboarding, retention, and expansion processes in Salesforce
• Develop and enforce governance policies for data quality, security, and compliance while ensuring integration with external tools such as HubSpot, Outreach, Demodesk, and Talkdesk
• Oversee the global Salesforce migration, ensuring structured rollout, stakeholder engagement, training, and adoption across multiple markets
• Define and implement key performance indicators (KPIs) and dashboards to provide real-time insights into sales and CS operations, improving leadership decision-making
• Manage CRM system configurations, integrations, automation (Flows, Approval Processes), and API-based connections to enhance efficiency and scalability
• Lead and mentor the SalesForce team, fostering a culture of continuous learning, best practices adoption, and innovation
• Oversee Salesforce-related vendor relationships, contract negotiations, and budget allocation for Salesforce and connected tools

Preferred Qualifications

• Salesforce Administrator, Salesforce Advanced Administrator, or Salesforce Architect certifications are highly desirable
• Familiarity with HubSpot, Outreach, Demodesk, Talkdesk, and other sales/customer success tools integrated with Salesforce

Benefits

• Healthcare insurance
• Wellness that works for you – from gym memberships to mental health support, we’ve got you covered
• Time off that counts – whether it’s a vacation, your birthday, or just a day to recharge, we believe in balance
• ESOP (Employee Stock Ownership Plan) after 6 months with us—because we believe in sharing our success!
• Local benefits like meal vouchers (ticket restaurant), transport allowances, or extended parental leave
• We’re growing, and so can you! You’ll find lots of chances to learn, develop, and explore new paths—whether within your team or through cross-functional projects
• Work with talented people from all over the world in a diverse and inclusive environment
• Remote work and flexible hours aren’t just buzzwords here. While the extent of flexibility depends on your role and team, we value results over rigid schedules
• Prefer an office setting? You're welcome at any of our hubs in Barcelona, Warsaw, Curitiba, Rio de Janeiro, Mexico City, Bogotá, Munich, Rome or Bologna