Investment Banking

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**Salesforce CRM Platform Lead - 22706** - **Role:** Oversee day-to-day operations and enhancements of our Salesforce CRM platform, ensuring it supports business-critical processes and delivers a reliable user experience. Manage platform backlog, troubleshoot complex issues, and drive process improvements. Collaborate with business stakeholders and technology teams. - **Experience:** 5+ years administering Salesforce or comparable CRM platforms, supporting client onboarding, transaction lifecycle, and client servicing workflows. Proven ability to troubleshoot complex platform issues, manage priorities, and coordinate resolution across teams. - **Skills:** Strong stakeholder management and communication skills, translating technical concepts into practical business outcomes. Proactive, outcome-focused approach with a commitment to data quality, governance, and continuous improvement. - **Seniority:** Mid-senior to senior level role, 12-month contractor position. - **Location:** Houston (4 days/week on-site) - **Domain:** Commodities and Global Markets

Compensation: Not specified
City: Houston
Country: United States

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Salesforce CRM Platform Lead

Additional office locations

Houston

Job ID

22706

Date

02-Jul-2026

Agency worker, Mid-senior, Senior

Job category

Commodities

Apply now

Our team delivers and supports critical client relationship management capabilities that enable client onboarding, deal execution, and ongoing client servicing. We work closely with business and technology teams to ensure our CRM platform operates effectively, supports business priorities, and continues to evolve to meet changing needs. By combining operational excellence with continuous improvement, we help drive efficient workflows, data integrity, and a seamless user experience across the platform.

While Macquarie offers hybrid working for many of our roles, this role does require 4 days a week in our advertised location.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, youre empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

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As a 12 month contractor you will take ownership of the day-to-day operation and ongoing enhancement of our CRM platform, ensuring it effectively supports business-critical processes and delivers a reliable experience for stakeholders. Acting as a key link between business users and technology teams, you will manage platform priorities, resolve complex issues, and balance operational support with strategic improvement initiatives.

You will oversee the platform backlog, prioritizing work based on business impact and urgency while maintaining continuity for activities that support client onboarding, transaction execution, and client servicing. You will identify opportunities to improve processes, optimize platform performance, and increase automation, helping the business operate more efficiently and effectively. Reporting to the CRM Product Owner, you will work closely with business stakeholders, technology teams, and delivery partners to drive outcomes that support business growth and operational excellence during your 12 month contract.

What you offer

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5+ years of experience administering and supporting Salesforce or a comparable enterprise CRM platform, including system architecture, workflows, approval processes, and data management

Proven ability to troubleshoot complex platform issues, manage priorities, and coordinate resolution across business and technology teams

Experience supporting client onboarding, transaction lifecycle, client servicing, or other business-critical operational workflows

Strong stakeholder management and communication skills, with the ability to translate technical concepts into practical business outcomes and influence decision-making

Proactive and outcome-focused approach with a strong sense of ownership, experience managing data quality and governance processes, and a commitment to continuous improvement and platform optimization

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

About Commodities and Global Markets

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Commodities and Global Markets is a global business offering capital and financing, risk management, market access, physical execution and logistics solutions to its diverse client base across Commodities, Financial Markets and Asset Finance.

Empowering all kinds of bright and driven people

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We are committed to providing an inclusive environment for all that values and respects different experiences, skillsets and perspectives. Macquarie provides access to opportunities for all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable accommodation to individuals who may need support during the recruitment process and employment. If you require an accommodation, please let us know during the application process.

Full Job Description

Jobs

Jobs
Featured jobs

Back to search

Salesforce CRM Platform Lead

Additional office locations

Houston

Job ID

22706

Date

02-Jul-2026

Agency worker, Mid-senior, Senior

Job category

Commodities

Apply now

While Macquarie offers hybrid working for many of our roles, this role does require 4 days a week in our advertised location.