Job Description
Elevate advisor practices with Manulife Wealth as a Field Salesforce Consultant. Engage directly with branches to enhance workflows using your Salesforce expertise and client consulting skills.
In this client-facing role, you'll serve on the Field Technology Services team for Salesforce Financial Services Cloud. Your primary focus will be on onsite engagements, assessing workflows, and identifying adoption barriers. Collaborating with stakeholders, you'll present tailored recommendations to improve efficiency and user adoption.
Key Responsibilities: • Lead onsite discovery sessions with branch stakeholders • Develop branch-specific recommendations for improvements • Facilitate workshops, coaching, and training sessions • Define success metrics and follow-up actions post engagement • Translate insights into requirements for development teams
Requirements: • 5+ years of hands-on Salesforce experience • 1+ year Financial Services Cloud experience • Proven client...
In this client-facing role, you'll serve on the Field Technology Services team for Salesforce Financial Services Cloud. Your primary focus will be on onsite engagements, assessing workflows, and identifying adoption barriers. Collaborating with stakeholders, you'll present tailored recommendations to improve efficiency and user adoption.
Key Responsibilities: • Lead onsite discovery sessions with branch stakeholders • Develop branch-specific recommendations for improvements • Facilitate workshops, coaching, and training sessions • Define success metrics and follow-up actions post engagement • Translate insights into requirements for development teams
Requirements: • 5+ years of hands-on Salesforce experience • 1+ year Financial Services Cloud experience • Proven client...