Qualifications

WHAT WE ARE LOOKING FOR

Education

• Bachelor’s degree in Business, Information Systems, Computer Science, or related field.
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Experience

• 5–8 years of professional experience, with at least 4+ years in Salesforce-focused roles.
• Proven expertise in Sales Cloud or Financial Services Cloud (opportunity management, client onboarding, KYC, sales workflows).
• Experience with Marketing Cloud (journeys, campaigns, automation, reporting).
• Prior exposure to financial services, asset management, or capital markets preferred.
• Experience working with cross-functional teams in a global environment.
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Skills

• Strong knowledge of Salesforce configuration, data models, reporting, and integrations.
• Ability to create solutions that balance business needs with platform scalability.
• Strong analytical and problem-solving skills.
• Excellent communication skills, with the ability to engage both technical and non-technical stakeholders.
• Organized, proactive, and able to manage multiple priorities.
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Certifications

• Salesforce Certified Sales/Financial Services Cloud Consultant.
• Salesforce Certified Marketing Cloud Consultant (or strong working knowledge).
• Salesforce Administrator or Platform App Builder certification a plus.
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WHY CITCO?

• Opportunity to play a key role in building Citco’s Salesforce Center of Excellence.
• Exposure to enterprise-level Salesforce programs in a global financial services firm.
• Direct impact on Citco’s client engagement and marketing strategy.
• Competitive compensation, benefits, and professional growth opportunities.
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