Manager – Business Development & Marketing at JTC Group

PURPOSE OF JOB

• This role is responsible for developing and optimising Salesforce specifically for the Business Development & Marketing (BD&M) function. It focuses on delivering BD&M-specific enhancements, improving data integrity across the sales cycle, enabling account-based marketing (ABM) activity, and CRM adoption within the function.
• This role will oversee the day-to-day operations of our Salesforce platform, manage a small team of administrators, and drive the roadmap for future development in collaboration with divisional marketing teams.

MAIN RESPONSIBILITIES AND DUTIES

BD&M Salesforce Development & Enhancements

• Translate Sales, Business development and Marketing requirements into Salesforce configurations, automations, flows, and UI improvements.
• Maintain and evolve BD&M-specific objects, fields, processes, pipelines, and functionality (e.g., Contacts, Accounts, Opportunities/Enquiries).
• Build solutions that directly improve Sales and Marketing execution, reporting, targeting, and campaign effectiveness.
• Collaborate with Salesforce Architect / JTC Group’s Salesforce Lead (IT) to ensure BD&M developments align with the wider group architecture, change management procedures and governance standards.
• Collaborate with Business Analyst on the BD&M Salesforce roadmap in partnership with divisional marketing team leaders, aligning platform development with BD goals and marketing strategies.
• Collaborate with the Senior Manager – Marketing Automation to ensure a smooth and well-aligned transition from the Leads and Campaigns objects (marketing process), while supporting ongoing data management across post-conversion objects.

Data Integrity & Sales Process Quality

• Own data integrity for BD&M-related Salesforce objects.
• Implement validation, deduplication routines, and quality controls to maintain an accurate BD pipeline.
• Run continuous data health checks; lead remediation cycles. Reporting on these efforts.
• Ensure consistent BD&M processes are followed for lead management, enquiries, conversions, and client development journeys.
• Oversight of Salesforce Sales processes and support for Leads processes, and other related systems to ensure data integrity.

ABM-Focused CRM Enablement

• Develop CRM segmentation and targeting configurations to support ABM (1:1, 1:few, 1:many).
• Build and maintain key account structures, and intent-based data views to support account scoring models and ABM.
• Create dashboards showing opportunity influence, account engagement and revenue insights.

BD&M User Adoption & Support

• Develop a BD&M Salesforce user training and enablement programme adhering to change management principles and focused on long-term user adoption.
• Support for BD&M Salesforce users.
• Develop BD&M-specific documentation, guides, best practices and process playbooks.
• Drive adoption of new BD&M CRM features and ensure smooth rollout of enhancements.

Collaboration with Group Salesforce Lead

• Feed BD&M requirements, pain points and opportunities into group‑level Salesforce planning.
• Ensure BD&M developments align with wider strategic or architectural direction.
• Participate in cross-functional forums and change management practices.

General

• Manage Salesforce admin.
• Ensure high-quality delivery and continuous improvement of Salesforce support within the function.
• Remain up to date with the latest developments in related CRM tools, and best practices, and make recommendations for continuous improvement.
• Adhere to JTC core values and expected behaviours.
• Any other duties as deemed necessary by senior management.

ESSENTIAL REQUIREMENTS

• 5+ years Salesforce experience, ideally in Sales Cloud.
• Strong CRM configuration skills (flows, validation rules, page layouts, automation).
• Demonstrated experience managing data quality, deduplication, and process compliance.
• Experience supporting BD, marketing or commercial functions.
• Relevant Salesforce certifications in Marketing Cloud Account Engagement and Sales Cloud.
• Understanding of ABM principles and CRM‑supported targeting.
• Strong communication & stakeholder management skills.
• Strong, demonstrable troubleshooting and problem-solving skills.
• Excellent communication and stakeholder management abilities.
• Strong organisational skills with excellent attention to detail, the ability to work to tight deadlines,
• Ability to manage multiple tasks concurrently and prioritise effectively.
• Self-motivated, proactive and a willingness to learn new skills, tools and platforms.
• Demonstrating a genuine interest in CRM management.
• Prior experience in the financial services industry is desirable but not essential.
• Degree or relevant Salesforce / CRM qualifications or certificates.