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Client IQ (Salesforce) Platform Manager UK

London , United Kingdom

Ref#: 9677251807

Date published: 21-Apr-2021

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Role Purpose

Client IQ is CBRE UK’s CRM Platform which forms a critical component of the firms overall UK Data Strategy. It is housed on a Global Salesforce Instance leveraged by all lines of business at CBRE. The CRM supports all activities from Account and Contact Management to activity logging to the full management of all work sat in the sales pipeline. 
Reporting to the Head of Analytics and Operations in Global Client Care, the role is internal-facing and the candidate will become a partner to the business leaders and fee-earners. The focus will be on the delivery and roll-out of the CRM Platform by working with the digital leads in each of our core lines of business. 

Key Responsibilities

Working with the Service Line Digital Leads to ensure that we are sharing best practice across the business and have a consistent and standard approach to how the CRM Platform is deployed and utilised
Working with the EMEA CSM (Customer Success Management Team) to leverage and enhance on all training / support material which is provided
Managing the backlog of UK requirements and working with the D&T Product Team to escalate any issues
Managing the “UK ORG” and general infrastructure (profiles, permissions & role hierarchies)
Providing front line support for all major issues / new feature releases
Management and co-ordination of UK Super User Community
Working with the CSM and L&D Team to provide a platform to access all relevant training material
Creation of Reports and Dashboard Templates as required




Person Specification/Requirements

Exceptional organisation and time management skills
Pro-active and will show initiative when completing tasks 
Very strong attention to detail
Has an ability to prioritise and is self-motivated and resilient
Confident and assertive when required
Collaborative team player with a positive attitude
Excellent communication skills and able to adapt style to build relationships with a broad range of stakeholders across all levels
An ability to work remotely and independently as well as part of a wider team and community

Skills / Experience Required

Minimum of 3+ years of knowledge of Salesforce with admin certification / qualification
Experience of a Salesforce implementation within a Professional Services Firm would be highly advantageous 
Educated to degree level or equivalent
Proven experience of platform management within a corporate setting and working closely with internal stakeholders 
Experience within the property industry is desired but not essential.