We improve lives

The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment.

About this position

We are looking for a Relationship Models and Salesforce Officer / Senior Officer that will work in Marketing & Business Communications Team part of Business, Planning & Resources, reporting to the Head and Director of Marketing & Business Communications. This team plays a strategic role in enhancing IDB Invest’s positioning and supporting business development by leveraging data, technology, and market insights.

Your role will contribute to:

• Driving CRM adoption and operational efficiency by leading the efforts and contributions from the business area to continuously improve our Salesforce platform, automating workflows, incorporating key interaction points with private sector counterparts and ensuring seamless integration with business processes.
• Enhancing scalability of our business-relationship management model and tools, support data-driven decision-making by optimizing CRM and analytics tools to improve decision-making, commercial intelligence, and the identification and management of key clients, partners, and projects.
• Shaping, implementing and maintaining the model and tools to strengthen engagement with private sector clients and partners by ensuring that CRM and digital tools support relationship management, outreach strategies, and IDB Invest’s positioning as a leader in sustainable finance in LAC.

What you’ll do

As the Relationship Models and Salesforce Officer / Senior Officer, you will oversee the strategic development and hands-on execution of our CRM platform and related digital solutions to drive business growth. By bridging the gap between business objectives and technology capabilities, you will ensure effective collaboration, seamless implementation, and a user-centric approach that delivers tangible results.

IT tools to support a scalable and systematic Client Relationship Management Process 

• Collaborate closely with IT teams and external vendors during development sprints, ensuring milestones are met on time and within scope.
• Gather and translate business needs into clear technical requirements, ensuring solutions align with IDB Invest’s business priorities.
• Oversee user acceptance testing (UAT) to validate functionality, identify potential issues, and refine product features before launch.

CRM & Growth Enablement

• Optimize the CRM platform as a central resource for business processes, client engagement, and operational tracking.
• Lead the contributions from the business to continuously improve our Salesforce platform, ensuring data integrity, user adoption, and alignment with IDB Invest’s technological ecosystem.
• Implement enhancements (e.g., automation, data analytics) that streamline workflows and support business development efforts.

Cross-Functional Collaboration & Adoption

• Coordinate with diverse internal stakeholders (e.g., Regions, Industries, Product…) to align on objectives, deliver updates, and address challenges promptly.

• Provide training and support to encourage effective use of digital tools, gathering feedback for continuous improvement.

Data Analysis & Continuous Improvement

• Leverage insights from CRM and other analytics tools to identify areas of opportunity and inform decision-making in collaboration with Business Intelligence peers.
• Propose and implement iterative enhancements, fostering a culture of ongoing innovation and user-centric design.

What you'll need

•    Education: Business Administration, Marketing with a focus on CRM, Data Analytics, Information Systems Management, among others.  

•    Experience: You have at least 5 years of experience for the Officer role and 7 years of experience for the SR Officer role:

• CRM implementation and optimization with Salesforce, including user Acceptance Testing (UAT) & Quality Assurance, Process Automation & Workflow Optimization, among others.
• Bridging business and technology teams to execute digital solutions.
• Data analysis and leveraging digital tools to enhance business processes (internally and externally).
• Business teams & Cross-Functional Collaboration
• Working in B2B or financial environments, preferably in development finance institutions, banking, or financial services.

•    Languages: Proficiency in Spanish and English, spoken and written, is required. Additional knowledge of French and Portuguese is preferable.

Requirements

•    Citizenship: No requirements

•    Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab.

Type of contract and duration

 International staff contract, 36 months initially, renewable upon mutual agreement.

What we offer

The IDB Group provides benefits that respond to the different needs and moments of an employee’s life. These benefits include: 

-A competitive compensation package, including an annual base salary expressed on a net-of-tax basis. 

-Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave. 

-Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs. 

-Pension plan: defined benefit pension plan that provides financial security and support employees in planning for their future. 

-We offer assistance with relocation and visa applications for you and your family when it applies. 

-Hybrid and flexible work schedules. 

-Health and well-being: Access to our Health Services Center that provides preventive care and health education for employees. 

-Development support: We offer tools to boost your professional profile, such as mentoring, 1:1 professional counseling, training and learning opportunities, language classes, mobility options, among others. 

-Other perks: Lactation Room, Daycare Center, Gym, Bike Racks, Parking, Spouse Career Program, and others. 

Our culture

At the IDB Group we work so everyone brings their best and authentic selves to work, willing to try new approaches without fear, and where they are accountable and rewarded for their actions.
Diversity, Equity, Inclusion and Belonging (DEIB) are at the center of our organization. We celebrate all dimensions of diversity and encourage women, LGBTQ+ people, persons with disabilities, Afro-descendants, and Indigenous people to apply.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job interview process. If you are a qualified candidate with a disability, please e-mail us at diversity@iadb.org  to request reasonable accommodation to complete this application.
Our Human Resources Team reviews carefully every application.