Salesforce Consultant, Financial Services

Saasinct Solutions • Bethesda, MD

3d • Remote

About The Position

Salesforce Consultant . About Saasinct Saasinct is a woman-owned business that embraces equality, diversity, inclusion, education, and access to career development. As an East Coast-based Salesforce implementation partner, we empower financial services companies and nonprofits to become tech savvy. We provide our customers with a unique combination of consulting and education, illustrating what a fully integrated technology stack can look like with Salesforce at the center. We win when we earn the trust and ongoing partnership of our customers and we do that by continually finding better ways to collaborate with our clients and community. Role Overview As a Salesforce Consultant , you are accountable for the overall success, health, and growth of your assigned client engagements. You serve as the strategic bridge between a client’s business objectives and their Salesforce solution delivery. This role owns the full engagement lifecycle from initial planning and implementation through adoption, optimization, and expansion. You will lead delivery teams, manage scope and financials, nurture executive relationships, and ensure measurable business outcomes for every account under your leadership. This is a high-visibility role that combines strategic advisory, project leadership, financial oversight, and account growth responsibility.

Requirements

• 4–6 years of experience in Salesforce consulting, including engagement leadership, project management, or account oversight roles.
• Strong knowledge of the Salesforce platform, implementation lifecycle, and adoption best practices.
• Proven ability to grow accounts through strategic relationship management and opportunity identification.
• Demonstrated experience managing delivery financials, scope, and client expectations.
• Relevant Salesforce certifications: Salesforce Certified Platform Administrator Salesforce Certified Platform Administrator II Salesforce Certified Platform App Builder Salesforce Certified Nonprofit Cloud Consultant (NPC) Salesforce Certified Nonprofit Success Pack Consultant Salesforce Certified Sales Cloud Consultant Financial Services Cloud Accredited Professional
• Project management credentials (PMP, Scrum, SAFe) preferred.
• Excellent communication skills and desire to lead client facing engagements with executive presence.
• Strong critical thinking abilities.
• Highly organized, proactive, and comfortable managing multiple concurrent engagements.
• Location: Remote (NY/NJ strongly preferred)
• Travel: Regular in-person engagement within the Salesforce ecosystem
• Must be a US citizen or permanent resident

Nice To Haves

• Experience working with mid-market clients.
• Industry experience in sales, financial services, and/or nonprofit sectors.
• Bachelor’s degree in a technical or related field preferred but not required. Equivalent experience will be considered.
• Willingness to learn Salesforce and general technical systems.

Responsibilities

• Engagement & Delivery Management Drive adoption strategies to ensure clients realize the full value of their Salesforce investment.
• Serve at the intersection of the customer and their Salesforce goals acting as a trusted advisor for assigned clients.
• Own end-to-end delivery across active projects, ensuring they are on time, on budget, and aligned to defined scope.
• Lead project planning, resource allocation, and task prioritization.
• Coordinate cross-functional teams to ensure high-quality execution and clear accountability.
• Own all account health metrics, hosting QBRs, and executive check-ins to ensure alignment on outcomes and ROI.
• Oversee scope management, change control processes, and escalation pathways.
• Maintain transparent reporting on delivery progress, hours consumed, and overall engagement health.
• Translating technical requirements into workable solutions.
• Account Growth & Partnership Development Identify and pursue account expansion opportunities.
• Participate in solution discussions and scope definition for new initiatives.
• Support marketing and thought leadership efforts including client surveys, testimonials, and success stories.
• Build long-term, referenceable customer relationships that drive recurring revenue.

Benefits

• Be part of a growing Salesforce partner where your work and ideas directly impact our trajectory
• Help shape how we serve clients and show up in the Salesforce ecosystem
• Gain meaningful exposure to leadership and company strategy
• Take real ownership in a collaborative, people-centered team
• Competitive base salary with performance-based incentives
• Health, dental, and vision coverage & 401(k) match
• Salesforce certification support and professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level