Head of Salesforce and Client Engagement Platforms

Who we areFlagstone is one of Europe's leading cash deposit marketplaces. Our clients open one account and gain access to 400+ deposit accounts from 70+ banks and building societies. Our clients span individuals, business leaders, charities, entrepreneurs, and guardians of family wealth.We've been profitable for three consecutive years. In March 2024 we secured a £108 million investment from Estancia Capital Partners, bringing total funding raised to £150 million alongside OMERS Ventures and Kindred Capital. We're now around 400 people.Our strategy is to broaden our client base across upper-affluent individuals and UK SMEs, extend our product line, and establish Flagstone as a well-known direct-to-consumer brand.The RoleWe are looking for a senior, commercially minded Head of Salesforce & Client Engagement Platforms to own and design the platforms that power our CRM, client service, and engagement capabilities. Salesforce is one of our most strategic platforms, and teams across the business rely on it to hit their goals. A big part of this role is working with our executive and senior leadership teams to balance competing priorities, make clear calls on what matters most, and set the direction for where our platforms go next.You will turn the strategies set by our business leaders, including our CRM strategy, into platform capabilities that help our commercial and service teams succeed.Our core platform is Salesforce, supplemented by best-of-breed support, telephony, communication, and engagement tools. We choose the right tool for each job rather than relying on a single vendor.There's a big opportunity ahead. We want to build a real-time, 360 view of every client, so we can give them timely, relevant information across email, SMS and our other channels. Getting there is complex, covering vendors, architecture, data and design, and this role will own the long-term view of how we get there, with AI at the centre.You will lead a multidisciplinary team, with a str