Field Consultant in Salesforce Practices

Location: Southwestern Ontario

Join the Financial Services industry as a Field Salesforce Consultant where you'll lead discoveries and develop actionable recommendations. Elevate branch performance through customized trainings and process enhancements.

This position emphasizes client engagement, requiring a minimum of five years in Salesforce environments and specialized knowledge in Financial Services Cloud. You will facilitate workshops and introduce quick wins to improve team productivity at advisor branches. Your ability to translate insights into actionable recommendations will be essential.

Key Responsibilities:

• Conduct onsite assessments of current Salesforce usage

• Present targeted improvements and train branch staff

• Champion enablement through workshops and tailored job aids

• Drive accountability by defining and measuring success metrics

• Collaborate with internal partners on engagement and rollout plans

Requirements:

• 5+ years of Salesforce experience

• 1 year in Financial Services Cloud and understanding of workflows

• Strong background in consulting and operational roles

• Willingness to travel regularly up to 40%

• Preferred Salesforce certifications

Utilize your consulting acumen and Salesforce knowledge to drive significant improvements in the Financial Services arena.
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