Salesforce Associate Director | Financial Services
Core
Lead the Salesforce Financial Services consulting practice, ensuring delivery excellence, team performance, and commercial success for financial services clients.
Role type
Senior IC Salesforce Associate Director (Practice Management)
Builds
Salesforce implementations and digital transformation projects for financial services organizations
Domain
Financial Services / Salesforce Consulting
Required skills
Salesforce practice management, team leadership, project design and build reviews, resource forecasting, commercial scoping, executive stakeholder management, change initiative rollout, go-to-market strategy
Preferred skills
Salesforce Financial Service Cloud, Discovery Data, Broadridge, SS&C, Tableau, PowerBI, Qlik, Agile methodology, design thinking, Salesforce Sales Cloud, Salesforce Service Cloud
Technologies
Salesforce, Tableau, PowerBI, Qlik, Discovery Data, Broadridge, SS&C
Responsibilities
Maintain executive alignment with client leadership, coach and mentor team members, validate project scoping and pricing, manage resource utilization and contribution margin, partner with sales on go-to-market strategies, conduct project design reviews
Seniority
Senior, hands-on IC