Salesforce Consultant

Posted 18 Days Ago
Hiring Remotely in United States
Remote
90K-134K Annually
Senior level
Consulting • Financial Services
The Role
The Salesforce Consultant will manage strategic client engagements, lead delivery teams for project implementations, and oversee the design and delivery of scalable solutions using Salesforce.com. Responsibilities include requirements gathering, system configuration, assessing customer needs, and providing post-go-live support.
Summary Generated by Built In

Description

Vantage Point is looking for a qualified candidate to join their 100% remote team as a Salesforce Consultant.

This candidate will be responsible for managing strategic engagements with clients, including designing and delivering scalable solutions using Salesforce.com and other cloud-based technologies. The candidate will work with a team to implement mid and large-scale customer projects encompassing process analysis & design, system requirements & configuration, change management, training, and deployment.

Clients range from local, small, and mid-sized companies to multi-national enterprise corporations.

Primary Responsibilities

  • Lead delivery teams to execute all project implementation phases including project planning, requirements gathering, solution design, development, system, and user testing, deployment, training, and post-go-live support
  • Manage customer relationships and day-to-day interactions & escalations
  • Oversee process-driven customer conversations and workshops related to sales processes, customer service, marketing automation, and operational processes
  • Define project short and long-term goals, identify success criteria, and coordinate client and delivery resource roles and responsibilities
  • Drive delivery teams to produce on-time, high quality, scalable and suitable services, and deliverables
  • Contribute to pre-sales customer scoping sessions with the Business Development Team & assist with project proposal development
  • Contribute to a collaborative team environment by encouraging and leading solution brainstorming, internal knowledge sharing, and skill development
Requirements
  • 5+ years working within a Consultant Role
  • One or more of the following Salesforce Certifications: Sales Cloud Consultant, Service Cloud Consultant, Community Cloud Consultant, Financial Services Cloud Accreditation
  • Strong Financial Services background

Qualities of the Ideal Candidate

  • Thrives in a team-based, high energy, and fast-paced environment
  • Service-oriented and innately driven to produce outstanding customer satisfaction and results
  • Enjoys discovering, learning about, and implementing new technologies
  • Analytical and prone to logically and methodically work through problems
  • Strong aptitude for prioritization and multi-tasking in a deadline-driven environment
  • Possess a sense of urgency with strong organizational and follow-up skills
  • Ability to develop relationships with new people in a professional environment and represent Vantage Point at industry events
  • A positive demeanor with exceptional interpersonal skills with respect to internal and external interactions and relationships
  • Can exercise independent judgment and can take the lead role in enterprise-level client projects, with minimal direction.
  • A desire to proactively contribute to, and enhance team outputs
  • Experience working in Financial Services or Banking
  • Working knowledge of integration software such as Mulesoft, Jitterbit, Informatica
Benefits
  • Term Life Insurance (100% paid for by employer)
  • 401(k) with 100% employer match (vests immediately)
  • Medical, Dental, and Vision Insurance
  • Short-Term & Long-Term Disability Insurance (100% paid for by employer)
  • Paid Time Off & Paid Holidays
  • Competitive Compensation, Flexible/Remote Work Environment, Ongoing Learning & Development, & Team Collaboration

Salary Range: Compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. The range of starting pay for this role is $90,000 - $134,000 annually.

Equal Opportunity Statement

Vantage Point is an Equal Employment Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

Top Skills

Salesforce
The Company
HQ: Dallas, TX
21 Employees
On-site Workplace
Year Founded: 2018

What We Do

The Salesforce Consulting Partner for Financial Services

We are an employee-first and client-success-focused boutique end-to-end Salesforce Silver Consulting Partner with an exclusive focus on Financial Services and deep expertise across all Salesforce products.

We partner with our clients to help them get the most out of their investment in the Salesforce platform to meet business goals and objectives.

Our full suite of Salesforce Consulting services includes cloud implementations, marketing automation, integrations, data migrations, advisory, and managed services. Whatever your needs, we're here to serve.

Salesforce Partner. Tableau Partner. Financial Services Cloud. Sales Cloud. Service Cloud. Experience Cloud. Pardot. Marketing Cloud. CPQ. Mulesoft. Datorama. Interaction Studio. Salesforce Scheduler. High Velocity Sales. Tableau CRM.

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