Job Description
Advance your career with Manulife Wealth as a Field Salesforce Consultant, focusing on enhancing financial advisor practices. This role emphasizes client engagement and onsite consulting.
As a member of the Field Technology Services team, you'll support the Salesforce Financial Services Cloud by conducting in-branch assessments and delivering tailored solutions. Your goal will be to identify gaps and empower branches through training, workshops, and process mapping.
Key Responsibilities:
• Assess usage and gaps in current workflows onsite
• Present targeted recommendations for efficiency gains
• Facilitate training and enablement sessions for branches
• Define and track engagement success metrics
• Collaborate with development teams on insights translation
Requirements:
• 5+ years of Salesforce experience required
• 1+ year in Financial Services Cloud preferred
• Proven experience in client-facing consulting roles
• Travel required to advisor branche...
As a member of the Field Technology Services team, you'll support the Salesforce Financial Services Cloud by conducting in-branch assessments and delivering tailored solutions. Your goal will be to identify gaps and empower branches through training, workshops, and process mapping.
Key Responsibilities:
• Assess usage and gaps in current workflows onsite
• Present targeted recommendations for efficiency gains
• Facilitate training and enablement sessions for branches
• Define and track engagement success metrics
• Collaborate with development teams on insights translation
Requirements:
• 5+ years of Salesforce experience required
• 1+ year in Financial Services Cloud preferred
• Proven experience in client-facing consulting roles
• Travel required to advisor branche...