Senior Enterprise Strategist

We are seeking an experienced executive to lead the development and implementation of our Salesforce platform, driving strategic growth and ROI across multiple business units.

This role is responsible for owning the post-implementation strategy, evolution, and optimization of PTR's Salesforce ecosystem, ensuring it aligns with business objectives and delivers measurable impact.

The ideal candidate will have a proven track record in enterprise product leadership, with expertise in managing complex technology investments and leading cross-functional business transformation initiatives.

They will be responsible for developing and executing a cross-functional product roadmap that incorporates feedback from stakeholders, end-users, and external advisors, as well as collaborating with executive and departmental leaders to define needs and identify opportunities for automation and innovation.

Key Responsibilities:

• Own the post-implementation evolution of the Salesforce ecosystem, focusing on strategic enhancement, continuous optimization, and enterprise-wide ROI.
• Develop and execute a cross-functional product roadmap that aligns Salesforce capabilities with business objectives, incorporating feedback from leadership, end-users, and external advisors.
• Collaborate with executive and departmental leaders across several business units to define needs, identify inefficiencies, and uncover opportunities for automation and innovation.
• Work directly with technical teams and external developers to translate complex business requirements into scalable, high-impact solutions.
• Lead change management and stakeholder alignment efforts to ensure adoption, communication, and understanding of platform changes and new capabilities.
• Design and refine user experiences including dashboards, reports, and workflows that elevate decision-making and reduce manual work.
• Continuously monitor performance metrics and KPIs, ensuring platform enhancements are driving measurable impact across revenue, efficiency, and engagement.
• Stay informed of Salesforce platform updates and industry best practices, proactively proposing new capabilities to future-proof our systems and maintain competitive edge.
• Serve as the strategic liaison between business stakeholders and technical implementation teams—ensuring technology enables, rather than limits, business goals.

Qualifications:

• Bachelor's degree in Business, Information Systems, or a related field required; MBA or advanced degree preferred.
• 7–12 years of experience in enterprise product leadership—ideally in an IT services or consulting firm.
• Proven experience owning post-implementation product roadmaps and managing enterprise technology investments to high-impact outcomes.
• Deep functional understanding of Salesforce Sales Cloud and related CRM tools.
• Experience working with Applicant Tracking Systems (e.g., Bullhorn) and sales enablement ecosystems is strongly preferred.
• Demonstrated ability to lead cross-functional business transformation initiatives and deliver scalable, ROI-driven solutions.
• Strong executive presence and ability to influence without authority, collaborate across teams, and drive stakeholder engagement.
• Expertise in assessing business needs, prioritizing platform investments, and delivering technology that accelerates performance.
• Salesforce certifications (e.g., Administrator, Sales Cloud Consultant, Business Analyst) preferred.

Success in This Role Will Be Measured By:

• Increased efficiency and automation across Sales and Recruiting workflows
• Higher user adoption and satisfaction with Salesforce tools
• Improved data-driven decision-making through optimized reporting
• Accelerated lead conversion and client engagement outcomes
• Measurable ROI on CRM and platform investments