Service Lead - Salesforce

Title : Service Lead - Salesforce

Location : Alpharetta, GA

Salary : $120K - $140K

Job Summary –

As part of the Financial Services Practice, the Services Lead is a hybrid style role that is accountable for the overall success of a portfolio of Financial Services clients ranging from, but not limited to Banking & Lending, Capital Markets, Wealth & Asset Management, Investment Banking. The role has also been referred to as a “seller-doer”, “techno-functional”, “applied technologist” or “traditional senior manager role in a large consulting firm”. This role is expected to manage successful solution delivery for a portfolio of projects & clients, sell/influence client attainment and grow the client base, recruit, mentor and develop staff as well as help promote and grow the practice with marketing activities and/or support for internal initiatives. Ideal candidates will have a deep Salesforce consulting and technology background with a proven record of establishing C-Level relationships that evolve into being a trusted advisor of the most senior, and influential, executives. This takes experience operating in often complex and matrixed organizations with different business goals and priorities.

Years of experience needed – 10

Required Experience & Qualifications:

• 10 years management/technology consulting or similar experience
• 5 years Salesforce Consulting experience
• Experience within Financial Services
• Direct experience with Sales/CRM, Salesforce.com (Financial Services Cloud), nCino, Vlocity implementation experience
• Experience working in an Agile/Scrum environment
• Hands on Project Management experience for large scale implementation
• Program Management experience overseeing a portfolio of clients and/or projects
• Experience managing a team of up to 10 direct reports
• Experience working with and advising senior executives
• Experience in the sales cycle helping clients with vision, working with internal partners to shape proposals, and hands on contract writing
• Strong communication, writing, and presentation skills
• Experience working independently and with virtual teams inclusive of on, near and offshore.
• Proven track record of developing and maintaining profitable and referenceable customer relationships
• Experience in proactively identifying, assessing, and mitigating risk during client engagements
• Experience evaluating sales proposals and statements of work against proposed scope
• Experience in Banking, Lending, Credit Union or related Fintech preferred
• Bachelor’s Degree; MBA a strong plus
• Willingness to travel & work on site up to 30% of the time is required

Technical Skills: Primary Responsibilities:

Portfolio Oversight and Account Management

• Oversee portfolio, ensure client success & referenceability
• Partner with Client to grow client value in the current and future client engagements
• Ensure/establish visibility into Client’s strategic objectives and aligned roadmap
• Ensure healthy cross-functional team culture
• Ensure alignment with Salesforce and other Silverline partners
• Develop deep rooted relationships with our clients

Project Oversight

• Responsible for overall project success including delivery and methodology accountability
• Responsible for successful kickoff, discovery, build, testing & go live oversight
• Responsible for educating teams and clients on industry best practices

Professional Services Oversight

• Engagement quality accountability
• Margin & utilization accountability
• Escalation support for project manager and clients
• Facilitate seamless transition to client services or client's internal team

Client Acquisition

• Partner with prospect on business objectives and align engagement approach
• Oversee estimation & drive engagement staffing
• Ensure professional services teams are set up for success and client readiness for engagement start

Practice Development

• Partner with Industry Leadership to curate “standard” engagement approaches for use in Client Acquisition efforts
• Continuously assess and improve Methodology & processes
• Represent Silverline brand within professional networks
• Leverage deep knowledge and experience in working with Banks, Credit Unions, and other lenders to enhance and evolve around the challenges, trends, and business goals for these organizations
• Ensure a constant and dedicated focus on ensuring the best possible experience through sales and delivery excellence
• Author Blog Posts/Whitepapers/Position Papers

People

• Foster a learning culture resulting in consultant growth and client value realization acceleration
• Coach and mentor staff
• Recruit & Interview as required to build a world class consulting organization.

Certifications Prefered:

• Salesforce Administrator Certification
• Salesforce Sales Cloud Consultant Certification
• Salesforce Service Cloud Consultant Certification
• Salesforce Financial Services Cloud
• nCino Certification(s)
• PMP Certification