Manager – Business Development & Marketing

ROLE OVERVIEW

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.

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.