JobMesh

Senior Salesforce Platform Specialist

William Blair · Chicago, Illinois, US

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership.

Job description

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. Partner with sales leadership to maximize the effectiveness of the intermediary distribution channel. This role is the technical backbone of our Salesforce ecosystem, responsible for both high-level platform architecture and the granular, day-to-day execution required to serve our internal clients. You will lead the development of linkages between Salesforce and third-party systems while ensuring the platform's data infrastructure can handle the unique complexities of the financial advisor market. We are looking for someone empowered to build sophisticated solutions but equally committed to the operational rigors of data hygiene and a user-centric support mindset that drives long-term partnership and client satisfaction Essential Responsibilities: - Partner with sales leadership to maximize the effectiveness of William Blair’s sales organization. Identify and prioritize opportunities to leverage sales strategies and capabilities to enhance growth. Work to establish efficient and effective operation of the sales staff. - Technical Architecture & Administration:...