Senior Consultant, Salesforce Financial Services Cloud

West MonroeChicago, IL
301d$121,600 - $143,000

About The Position

Salesforce expert to join our team as a Senior Consultant within our Technology & Experience practice. In this role, you'll collaborate with clients to establish the project vision, analyze business requirements, design Salesforce solutions, manage projects and lead Salesforce implementations.

Requirements

  • College degree, or equivalent experience required.
  • Minimum of 5 years of experience in Salesforce consulting preferred.
  • Deep understanding of the Salesforce platform, with specific expertise in Salesforce Financial Service Cloud.
  • Experience in the Financial Services industry (Banking, Wealth Management, etc.), with a strong understanding of industry-specific challenges and opportunities.
  • Experience leading discovery workshops, including the facilitation of large audiences, solution presentations, and prototype demonstrations.
  • Excellent organizational, verbal, presentation/facilitation, and written communication skills.
  • Ability to travel to client sites 30-50%.

Responsibilities

  • Demonstrate strong Salesforce Financial Services Cloud product knowledge skills, including a thorough understanding of how to interpret customer business needs and translate those needs into technology and operational requirements.
  • Lead business process review sessions to identify user stories/requirements.
  • Lead Salesforce solution design sessions from the identified user stories/requirements.
  • Responsible for the build activities via the configuration on the Salesforce Platform.
  • Facilitate business process reviews to identify client requirements and processes.
  • Facilitate unit, system and end-user testing.
  • Support end-user training and documentation.
  • Manage project status, timelines, risks for overall project or individual workstream.

Benefits

  • Employees (and their families) are covered by medical, dental, vision, and basic life insurance.
  • Employees are able to enroll in our company's 401k plan.
  • Purchase shares from our employee stock ownership program.
  • Eligible to receive annual bonuses.
  • Unlimited flexible time off.
  • Ten paid holidays throughout the calendar year.
  • Ten weeks of paid parental leave after successful completion of one year of employment.
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