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Deloitte Salesforce Manager-CRM Analytics Product Management in Boston, Massachusetts

Salesforce Manager - CRM Analytics Product Management

Think a Big Four career is just spreadsheets, gray suits, and corporate profits? Look again. Deloitte's full-service Marketing Excellence (ME) organization is seeking collaborative creatives, skillful strategists, and marketing masterminds to lead our businesses in exciting new directions. If you're a marketing and communications professional who sees the world differently, finds opportunity where others don't, and keeps a pulse on the next big trends, then become our partner in growth. Together we'll discover new ways to transform out-of-the-box ideas into measurable business results for our clients and our company. If you're ready to make an impact, join our ME team to see how we Deloitte differently.

As the Salesforce CRM Analytics Product Manager for a new team within Deloitte's in-house Green Dot Agency, you will help drive analytics strategy by architecting impactful products and dashboards for stakeholders across the sales and marketing organizations, and support development of a 360° view of our customer across all channels. You will translate business needs into analytic designs, run proof of concept analyses to develop business cases, and turn big data into insights and business actions. This role requires strong Salesforce customer relationship management (CRM) implementation experience, knowledge of Salesforce data governance best practices and standards, and an enterprise level technology project management delivery background. Also critical to this role is the ability to test hypotheses and iterate quickly. You will be partnering with technology owners, data stewards and business users across the firm to provide at-scale data driven solutions.

The Team The Green Dot Agency is Deloitte's in-house agency. Sitting within the Marketing Excellence (ME) organization, we provide value to Deloitte by differentiating the Deloitte brand, driving Deloitte's business priorities forward, innovating new marketing solutions, and delivering distinct client experiences. We develop cutting-edge marketing plans, creative assets, and unique experiences that engage our clients; deliver on the strategy of our businesses in the marketplace; and capture the hearts, minds, and loyalty of our clients.


  • Lead analyses of the inputs to Deloitte's sales and marketing strategy (e.g., lead generation, sales and marketing campaign execution, target audience, content strategy) and the impact of marketing investments; identify growth opportunities, and present key learnings to senior and executive audiences to inform business decisions and answer key questions across multiple data sources

  • Desired technical capabilities include use-case development, data visualization and analytics, software development lifecycle management, facilitating client strategy & visioning workshops, technology stack design, and leading Scrum/Agile teams through product delivery

  • Deliver value as a leader in collaborating with U.S. and international teams to design, develop, release, and maintain enterprise data projects

  • Team with stakeholders on enabling access to insights and data products across the marketing and client sales lifecycle, including strategic planning and experience development

  • Collaborate and drive cross-functional teams to integrate technical capabilities with functional intelligence to architect impactful and powerful experiences and solutions for clients

  • Manage data requirements across analytics teams and internal stakeholders, and partner with Marketing Technology teams and organizational IT to implement and integrate all customer marketing data touchpoints and sales opportunity outcomes to build a 360-degree view of the customer

  • Compile, integrate, and analyze data from databases, including data blending, and ETL skills/tools such as SQL, SAP HANA, Excel, Python and Alteryx

  • Experience in enterprise scale Business Intelligence and dashboard development, preferably in Tableau, Qlik or similar

  • Plan, schedule, estimate, forecast, coordinate, and manage the delivery of project deliverables and related initiatives; define technical requirements as needed for new initiatives, ensuring that systems are built to comply with firm standards and security protocols

  • Ability to translate business requirements to technical specifications for development

  • Estimate resources required to deliver projects; demonstrate excellent project management skills by monitoring and tracking day-to-day progress, status, and risks in the course of project delivery

  • Design dashboard story frameworks and recommend data-visualizations based on user-defined business questions and the in-scope data. Communicate effectively, coach others on dashboard design, and builds reports using business intelligence tools to monitor business performance and communicate results of marketing campaigns and initiatives

  • Work directly with stakeholders to understand business objectives, define key performance indicators and identify relevant benchmarks to evaluate performance; identify emerging themes, internal and external trends, and drive programs and strategies to execution

  • Use advanced-level of analytic reasoning to draw out insights in alignment to key business priorities; explain logic and reasoning to stakeholders; deliver recommendations in alignment with business strategy to engage stakeholders in decision making and change management

  • Experience with CRM and CRM analytics (eg Salesforce Analytics) strongly preferred


    Project Management skills

    Level of Proficiency

    • Effectively manages projects by developing work plans, obtaining approvals, estimating and tracking resource requirements, and communicating with stakeholders

    Advanced Proficiency

    • Advises and influences stakeholders at all levels of the business to achieve strategic objectives

    Advanced Proficiency

    • Proactively monitors the progress of multiple projects by tracking activities, spend and outcomes

    Advanced Proficiency

    • Demonstrates strong analytical and problem-solving skills


    Leadership skills

    • Prior experience leading/coordinating virtual teams within a highly matrixed organization, preferably for a global corporation or professional services firm


    • Demonstrates leadership, maturity, and accountability

    Advanced Proficiency

    • Develops and manages project budgets


    Professional skills

    • Demonstrates excellent written and verbal communication skills

    Advanced Proficiency

    • Exhibits a high level of professionalism with a strong executive presence


    • Capable of navigating and performing research

    Advanced Proficiency

    Brand & Communication skills

    • Leverages design thinking, and other modern problem-solving tools, to develop innovative marketing solutions

    Advanced Proficiency

    • Provides creative ideas and input to enhance communication programs


    • Leverages data and industry trends to set strategic goals and objectives

    Advanced Proficiency

    • Supports delivering Deloitte's story to a variety of stakeholders through multiple communication channels and thought leadership initiatives as defined by our corporate communications strategy


    Business Intelligence and Technical skills

    • Experience developing in data visualization tools such as Adobe Analytics, Tableau, Microsoft Power BI, and Qlik (Tableau experience preferred)


    • Leverages technology to support and enhance communication processes


    • Experience with work management and agile development tools (such as Workfront, JIRA, Azure DevOps) to enhance collaboration, manage assets and maintain visibility of project workflows

    Advanced Proficiency

    • Experience developing, releasing, and production maintenance of enterprise scale BI / analytics products


    • Experience with marketing automation and CRM tools, preferably Eloqua and Salesforce

    Advanced Proficiency


    • Required Education


    • Experience a plus

    Marketing, Statistics, Computer Science, Machine Learning, Engineering, or related quantitative field

    • Years of Experience


  • • Travel


"ExperiencedCMGOps" "GDAOps" "ExperiencedMEOps"



All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.