This role involves leading and executing large-scale transformation projects for customers in the financial services sector
Job Summary
This role involves leading and executing large-scale transformation projects for customers in the financial services sector.
Candidates will collaborate with account partners to define optimal project approaches and drive pre-sales activities including scoping and SOW creation.
The position offers the opportunity to shape the future of Salesforce Services by building strategic relationships and expanding the consulting business.
Matching Summary
This role involves leading and executing large-scale transformation projects for customers in the financial services sector.
Skills & Requirements
Must-have
10+ years consulting delivery experience
Financial industry business knowledge
Project scoping and SOW creation
Executive stakeholder management
Salesforce Professional Services expertise
Nice-to-have
Insurance industry knowledge
Proactive quality improvement mindset
Strategic business expansion vision
Cross-functional collaboration skills
Key Requirements
10+ years of consulting service delivery or equivalent business experience
Experience in financial industry (banking, securities, insurance)
Strong leadership in project delivery and executive communication