This is a fixed-term, outcome-focused role created to ensure the successful end-to-end implementation of Salesforce CRM across the Firm, sponsored by the Clients Department. The role exists to strengthen delivery quality, protect long-term platform value, and ensure the Firm extracts the best outcomes from both the implementation partner and the Salesforce platform.
Purpose of the Role
The Firm is replacing a legacy CRM platform of nearly two decades with Salesforce. Given the scale, irreversibility, and strategic importance of this change, this role exists to act as the Firm’s delivery assurance and platform stewardship lead.
The role acts as a key central role between our technical delivery teams and business specialists by providing independent challenge, risk visibility, and deep Salesforce expertise, while leaving day-to-day delivery execution and planning firmly with the core project roles.
This role exists in the context of implementing Salesforce as a multi-tenant, cloud-based SaaS platform, not as a bespoke or on-premise system replacement. The CRM Transformation & Delivery Assurance Lead is expected to set and uphold clear expectations that all design, architecture, and delivery decisions reflect cloud SaaS best practice, alongside specialists from the Architecture and Delivery function.
Specifically, the role will ensure that:
Salesforce is implemented as a standardised, upgrade-safe cloud SaaS platform, not customised to replicate legacy CRM behaviour
Configuration is the default approach, with customisation only where explicitly justified against business intent
Architectural decisions remain loosely coupled, API-led, and aligned to Salesforce release cadence and roadmap
Integration patterns avoid brittle point-to-point dependencies and favour platform-native capabilities
Cloud operational realities (release cadence, environment strategy, security, data residency, and cost model) are considered early
This role does not replace solution or enterprise architects from the Architecture and Delivery function, but acts as the Firm-side guardian of cloud SaaS integrity, ensuring architectural choices are sustainable, supportable, and aligned to how Salesforce is designed to operate.
The guiding principle is simple: we are adopting a cloud platform, not recreating a legacy system in the cloud.
This role is deliberately positioned to strengthen delivery outcomes without duplicating or conflicting with core project management responsibilities.
The role does:
Act as business-side counterpart to the technical Delivery Manager and delivery team
Challenges assumptions, quality, and outcomes where required
Protect long-term SaaS integrity and commercial leverage
Contributes to the risk and issue mitigation log by surfacing and reporting risks promptly
The role does not:
Own or manage overall project plans or sprint execution
Replace existing business or delivery roles
Direct individual build tasks or delivery teams
Act as an additional approval layer for routine delivery decisions
Key Responsibilities
Act as senior Firm-side counterpart to the implementation partner
Challenge scope assumptions, estimates, and delivery approaches
Ensure design artefacts are reusable, partner-agnostic, and well documented
Guard against scope fragmentation and incremental commercial drift
Ensure Salesforce is implemented as a cloud SaaS platform using configuration-first principles
Govern configuration vs customisation decisions based on functional intent and long-term impact
Protect upgradeability, scalability, and alignment with Salesforce roadmap
Engage Salesforce Customer Success / Signature Success where appropriate
Business Readiness & Adoption Enablement
Ensure business requirements are translated into platform-appropriate outcomes
Challenge unnecessary recreation of legacy behaviours
Support readiness across relationship, servicing, and leadership user groups
Enable sustainable internal Salesforce capability alongside the Product Owner
Data, Analytics & Migration Oversight
Ensure data readiness is treated as a first-class workstream
Surface Firm-side data ownership, quality, and remediation effort early
Support pragmatic migration scoping decisions
Ensure analytics is treated as decision enablement rather than reporting replication
Risk, Governance & Executive Visibility
Maintain oversight of the CRM risk register and RAG status
Provide clear options and trade-offs to sponsors and SteerCo
Ensure success is defined by value realised, not just go-live
AI, Security & Non-Functional Readiness
Gate AI adoption through policy alignment, data maturity, and commercial transparency
Promote phased, value-led AI adoption
Ensure performance, resilience, and compliance requirements are validated early
End-to-End Delivery Assurance
Has awareness of the overall delivery plan and provides CRM specialist support where required
Confirm legacy CRM decommissioning is planned and achievable
Surface delivery risks early, before they crystallise into delays or rework
Experience & Skills Required
Strong understanding of cloud SaaS delivery models and SDLC discipline
Experience challenging top-tier implementation partners
Background in Asset Management, Financial Services, or regulated environments
Ability to bridge business, technology, and commercial considerations
Experience with Salesforce Financial Services Cloud
Experience with complex data migration and integration estates
Exposure to AI, analytics, or data-driven CRM capabilities
Salesforce certifications (Administrator, App Builder, Consultant)
What Success Looks Like
Salesforce CRM delivered with high confidence in quality and sustainability
Implementation partner consistently delivering to best practice
Business users adopting the platform with trust and clarity
Legacy CRM cleanly decommissioned
A Salesforce solution operating as a true cloud SaaS platform: upgrade-safe, loosely coupled, and sustainable
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