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© All Rights Reserved. ApplyBlast.com
Dynasty Financial Partners
The CRM Manager serves as a Senior Implementation Manager, overseeing the Implementation Specialists team while managing the architecture of customized Salesforce instances with a Practifi overlay. This role involves balancing tactical and strategic project workloads, ensuring quality customization and administration on the Dynasty CRM Platform. The position requires effective collaboration with Product, Engineering, Client Success teams, and third-party technology vendors to drive successful project execution and system improvements.
Dynasty Financial Partners allows financial advisors to maximize full independence and provide personalized wealth management advice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Dynasty Financial Partners.
Dynasty Financial Partners didn’t post a salary, so this is our estimate from similar listings.
3% below the average for this role