Vantage Point
Vantage Point is a Salesforce consulting partner specializing in financial services. The company focuses on helping organizations effectively utilize the Salesforce platform by providing services such as implementation, digital transformation, and ongoing support. With a team of experts having over 20 years of experience in financial services, Vantage Point emphasizes hands-on engagement and collaboration to meet complex business challenges.
Salesforce • Salesforce Consulting • Salesforce Development • Salesforce Configuration • Data Migration
Salesforce Consultant
February 15
Vantage Point
Vantage Point is a Salesforce consulting partner specializing in financial services. The company focuses on helping organizations effectively utilize the Salesforce platform by providing services such as implementation, digital transformation, and ongoing support. With a team of experts having over 20 years of experience in financial services, Vantage Point emphasizes hands-on engagement and collaboration to meet complex business challenges.
Salesforce • Salesforce Consulting • Salesforce Development • Salesforce Configuration • Data Migration
📋 Description
• Vantage Point is seeking 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 • 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
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