Salesforce CRM Project Manager – Private Banking
About the Company
The client is a reputable Monégasque private bank, with undisputed financial stability.
This position is based on-site, with mandatory Monday to Thursday office attendance.
The ideal candidate will be proficient in English and French, with Italian as a bonus.
This position is based on-site, with mandatory Monday to Thursday office attendance.
The ideal candidate will be proficient in English and French, with Italian as a bonus.
Company
Experience level
6-10 years
Location
Monaco - On-site
Preferred Languages
English
French
Italian
Skills
Salesforce
Analytics
CRM
BusinessIntelligenceAnalyst
onsite
Key Responsibilities
This role sits at the intersection of digital transformation, client relationship excellence, and regulatory alignment.
- Lead and shape a strategic CRM roadmap aligned with private banking excellence — managing a portfolio of Salesforce-related projects from vision to execution.
- Oversee end-to-end project management, from business case development, scope definition, and timeline planning to final delivery and post-implementation review.
- Manage the full lifecycle of CRM and regulatory enhancement projects, ensuring alignment with business objectives, user experience priorities, and compliance expectations.
- Serve as the central point of contact for diverse internal stakeholders.
- Ensure project governance through rigorous budget control, timeline tracking, and resource/budget management.
- Facilitate executive-level reporting and strategic steering committees, translating technical progress into clear business value.
- Anticipate risks and roadblocks while proposing solutions that reflect both the strategic goals and the bank’s culture of excellence.
Requirements
Salesforce CRM expertise
- In-depth knowledge of Salesforce Sales Cloud (and ideally Financial Services Cloud), with proven experience leading CRM enhancement or transformation programs.
- Ability to collaborate with technical teams on platform configuration, data integrity, and interface optimization.
- Understanding of Salesforce governance, release management, and sandbox testing practices.
Agile project management
- Hands-on experience managing Agile or hybrid project methodologies, including sprint planning, backlog management, and iterative delivery.
- Project management certification (e.g., PMP, Prince2, Scrum Master) strongly preferred.
- Skilled in risk management, budget control, and clear stakeholder reporting.
- Familiarity with process mapping, impact analysis, and documentation tools (e.g., Confluence, Jira, Lucidchart).
Testing and QA
- Experience with test planning, traceability matrices, and coordinating defect resolution between business and technical teams.
Compliance proficiency
- Solid understanding of regulatory requirements in private banking, especially related to client data management, confidentiality, and auditability.
- Ability to integrate compliance checkpoints into project lifecycle and collaborate with internal control functions.
Qualifications
- Master’s degree from a top-tier engineering or business school, with a strong academic foundation in systems, finance, or digital transformation.
- Extensive experience in private banking or wealth management, with deep understanding of client lifecycle management, regulatory drivers, and CRM strategy in a high-touch service context.
- Proven expertise in Salesforce CRM, including platform configuration, user adoption strategies, and ongoing functional evolution — ideally complemented by Salesforce certifications (e.g., Administrator, Business Analyst).
- Demonstrated project leadership in complex, multi-stakeholder environments — able to drive strategic initiatives while respecting governance and operational realities.
- Strong sense of ownership and accountability.
- Excellent interpersonal skills, with the ability to foster trust and collaboration in a multicultural, fast-paced, and often demanding environment. Proactive and self-driven, with a mindset geared toward continuous improvement.
What the Company Offers
Permanent position with bonus scheme and lucrative benefits. Probation period is 3 months with possibility to extend to 6 months.
This role will drive complex CRM implementation projects at the heart of private banking operations, working alongside top-tier professionals and engaging directly with senior stakeholders.
This is an opportunity to contribute meaningfully within a prestigious institution where excellence is the standard.
This role will drive complex CRM implementation projects at the heart of private banking operations, working alongside top-tier professionals and engaging directly with senior stakeholders.
This is an opportunity to contribute meaningfully within a prestigious institution where excellence is the standard.