Salesforce Engagement Lead | Financial Services
About The Position
Saasinct is seeking a Salesforce Engagement Lead to own the success of client engagements across delivery, relationship, and outcomes. This role is responsible for leading Salesforce implementations, guiding clients through complex decisions, and ensuring work is delivered with clarity, quality, and accountability. You will operate in a growth-stage environment where structure is still evolving. We are looking for someone who brings organization, sound judgment, and a strong sense of ownership. This is an opportunity to play a meaningful role in how we deliver, partner with clients, and continue to scale. This role is best suited for someone who prefers ownership and impact over rigid structure and clearly defined lanes.
Requirements
- 3–7+ years of Salesforce consulting experience
- Experience working with Financial Services clients (Capital Markets, Wealth, or Private Equity)
- Proven track record of project management and delivery discipline expertise
- Clear, professional communication and client presence
- Ability to operate without heavy structure and drive work forward
- Takes ownership and follows through
- Communicates clearly and calmly
- Enjoys working with small, collaborative teams
- Looks for ways to improve how things are done
- Has experience and interest in Financial Services organizations
- Prior Salesforce ecosystem experience and Financial Services exposure (Capital Markets, Wealth & Asset Management, or Private Equity)
- Must be a US citizen or permanent resident
Nice To Haves
- Salesforce certifications (Admin, Consultant)
- Experience with Financial Services Cloud
- Project management certifications
Responsibilities
- Own day-to-day delivery across Salesforce projects — tracking progress, managing tasks, and keeping teams aligned
- Lead weekly client status calls, internal standups, and working sessions
- Own project plans, timelines, and budget tracking
- Manage scope changes, identify risks early, and adjust plans as needed
- Ensure deliverables are clear, complete, and aligned to client expectations
- Act as the primary point of contact for your clients
- Prepare for and lead client meetings with clear agendas and next steps
- Translate business needs into actionable work for the team
- Handle challenges directly — navigating misalignment, pushback, or changing priorities
- Stay close to client goals and identify where additional support may be needed
- Partner internally to expand accounts based on outcomes and trust
- Contribute to long-term client relationships, not just immediate delivery
Benefits
- Competitive compensation with performance-based incentives
- Health, dental, and vision coverage
- 401(k) match
- Salesforce certification support and professional development
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
