Head of CRM Salesforce

Summary

Join Docplanner Group as the Head of CRM (Salesforce) and lead the strategic vision and optimization of Salesforce to drive business growth. Oversee system integrations, reporting, change management, and the development of a high-performing CRM team. Define and implement the long-term Salesforce strategy, lead architecture, customization, and enhancement of Salesforce, and partner with cross-functional teams to standardize CRM workflows across 13 countries. Establish best practices for lead management, sales pipeline tracking, and customer onboarding. Develop and enforce governance policies for data quality and security, oversee global Salesforce migration, and define KPIs and dashboards to provide real-time insights. Manage CRM system configurations, integrations, and automation, and lead and mentor the Salesforce team. Oversee vendor relationships, contract negotiations, and budget allocation. This role requires expertise in Salesforce, leadership experience, global CRM strategy knowledge, technical skills, analytical abilities, stakeholder management expertise, and project management skills. Salesforce certifications are preferred.

Requirements

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

Responsibilities

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

Preferred Qualifications

• Salesforce Certifications (Preferred): Salesforce Administrator, Salesforce Advanced Administrator, or Salesforce Architect certifications are highly desirable
• Knowledge of Connected Tools: Familiarity with HubSpot, Outreach, Demodesk, Talkdesk, and other sales/customer success tools integrated with Salesforce
• Adaptability & Resilience: Ability to work in a fast-paced, high-stake environment, managing multiple stakeholders and competing priorities

Benefits

• Healthcare insurance – so you can focus on what matters
• 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 Perks – Depending on your location, you will be entitled to local benefits like meal vouchers (ticket restaurant), transport allowances, or extended parental leave
• Career Growth – 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
• A Truly Global Team – Work with talented people from all over the world in a diverse and inclusive environment
• Flexibility That Works for You – 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