Manager, Salesforce Financial Services Cloud

West Monroe

Chicago, USA
On-site
Salesforce financial services cloud product knowledge
Translate business needs to requirements
Lead business process review sessions
Collaborate with clients to establish project vision, analyze business requirements, design Salesforce solutions, manage projects, and lead Salesforce implementations

Job Summary

  • Collaborate with clients to establish project vision, analyze business requirements, design Salesforce solutions, manage projects, and lead Salesforce implementations.
  • Demonstrate strong Salesforce Financial Services Cloud product knowledge, including interpreting customer business needs and translating them into technology and operational requirements.
  • Identify and implement Banking related AI use cases leveraging Financial Services Cloud capabilities.

Matching Summary

Collaborate with clients to establish project vision, analyze business requirements, design Salesforce solutions, manage projects, and lead Salesforce implementations.

Skills & Requirements

Must-have

  • Salesforce Financial Services Cloud product knowledge
  • Translate business needs to requirements
  • Lead business process review sessions
  • Salesforce solution design sessions
  • Banking related AI use cases
  • Salesforce platform configuration
  • Facilitate testing and training

Nice-to-have

  • Client collaboration and vision setting
  • Project status and timeline management
  • Excellent communication and presentation skills

Key Requirements

  • Minimum 5 years of Salesforce consulting experience
  • Deep understanding of Salesforce Financial Services Cloud
  • Hands-on experience with FSC data model and features
  • Experience in the Banking industry
  • Experience leading discovery workshops
  • One or more Salesforce certifications

Work Rights

Not specified

Tailored Resume

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