Salesforce Delivery Manager | Financial Services
Core
Lead Salesforce implementation projects for financial services clients, balancing portfolio governance, people management, and hands-on technical configuration.
Role type
Senior Delivery Manager (Salesforce)
Builds
Complex Salesforce Sales and Service applications and related third-party integrations for financial services clients.
Domain
Financial Services (Wealth Asset Management, Capital Markets) + Salesforce Platform
Required skills
Salesforce platform implementation, project management in consulting, business requirements analysis, technical backend knowledge of Salesforce, stakeholder management, team leadership, data migration strategy, system integration strategy.
Preferred skills
Salesforce Sales Cloud Certification, Salesforce Service Cloud Certification, managing complex project portfolios.
Technologies
Salesforce.com, Sales Cloud, Service Cloud, third-party applications.
Responsibilities
Liaise with clients to maintain relationships and keep projects on schedule; document business, functional, and technical requirements; manage and facilitate project delivery; configure and customize Salesforce Sales and Service applications; develop data migration and system integration strategies; mentor team members and provide career guidance; manage stakeholder expectations and conflicting priorities; ensure adherence to delivery standards and methodologies; deliver strategic business reviews to clients; communicate project status, risks, and escalations.
Seniority
Senior, hands-on IC with direct reports