Principal Salesforce Financial Services Expert

4 days ago

Canada Plative Full time
Job Title: Principal Salesforce Financial Services Expert

Job Description:
  • We are seeking an experienced Principal Salesforce Financial Services Expert to join our team at Plative. The ideal candidate will have a deep understanding of the Salesforce.com platform and its applications in the financial services industry.

About Us:

At Plative, we are committed to delivering high-quality solutions to our clients. Our team of experts works closely with clients to understand their needs and develop tailored solutions that meet their goals.

Responsibilities:
  • Liaise with financial services clients to maintain and develop business relationships, ensuring satisfaction with services and identifying growth opportunities in the industry.
  • Lead discovery sessions with clients to gather business, functional, and technical requirements, and run sessions with internal team members for business process analysis.
  • Take a hands-on approach to architecture, troubleshooting, and providing solutions for business requirements, while collaborating with internal team members to deliver quality work and address project limitations and risks early.
  • Provide on-demand learning assistance to clients, including navigation, workflows, and saved search creation, while configuring and customizing Salesforce.com core products.
  • Manage and facilitate project delivery, build necessary components, and develop strategies for data migration and system integration.
  • Guide testing approaches for internal QA and UAT, and lead client relationships to design and execute tailored CRM roadmaps that align strategies with business objectives to enhance customer engagement and drive growth.
  • Work with multiple clients simultaneously to deliver innovative enhancements and solutions, while leading project management duties to ensure the success of client engagements, following the Plative project methodology.

Requirements:
  • 7-10 years of Salesforce experience in a consulting environment, including proficiency with Salesforce Flows and relevant certifications (Salesforce Administrator, Financial Services Cloud Accredited, Sales/Service/Experience Cloud Consultant).
  • Project management experience with the ability to lead and manage a team of cross-functional consultants in project delivery.
  • Excellent client and customer relationship management skills, with a proven ability to work under pressure, meet deadlines, and handle multiple projects simultaneously.

Estimated Salary:

$150,000 - $200,000 per year, depending on experience and qualifications.

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