Job Description
Become a catalyst for change as a Field Salesforce Consultant at Manulife Wealth. This hybrid position emphasizes client engagement, process evaluation, and Salesforce Financial Services Cloud expertise.
As part of the Field Technology Services team, your primary role will be to engage with advisors across branches, assess their current state, and offer strategic solutions for workflow improvements. You will plan and execute workshops, provide tailored coaching, and align stakeholders to measure success in adoption and productivity. Your insights will also inform ongoing development with the Continuous Delivery Organization.
Key Responsibilities:
• Lead onsite discovery sessions to determine usage gaps
• Present actionable recommendations tailored to each branch
• Facilitate customized workshops and coaching support
• Define accountability measures and success metrics
• Partner with stakeholders for a cohesive rollout strategy
Requirements:
• 5+ years of hand...
As part of the Field Technology Services team, your primary role will be to engage with advisors across branches, assess their current state, and offer strategic solutions for workflow improvements. You will plan and execute workshops, provide tailored coaching, and align stakeholders to measure success in adoption and productivity. Your insights will also inform ongoing development with the Continuous Delivery Organization.
Key Responsibilities:
• Lead onsite discovery sessions to determine usage gaps
• Present actionable recommendations tailored to each branch
• Facilitate customized workshops and coaching support
• Define accountability measures and success metrics
• Partner with stakeholders for a cohesive rollout strategy
Requirements:
• 5+ years of hand...