Join Our Talent Community - Sales
Zennify- No specific requirements listed. Applicants are encouraged to submit their resume
Salary not specified
Full Time
Junior (1 to 2 years), Mid-level (3 to 4 years)
Salesforce consulting for financial services
Meridian, Mississippi, United States
- No specific requirements listed. Applicants are encouraged to submit their resume
- Resume Submission
- Salesforce Data Cloud Consultant certification - Successfully launched 2 or more complex Data Cloud programs delivering measurable lift in marketing performance or advisor efficiency - 5+ years in enterprise data architecture roles, with hands-on experience in SQL Server, SSIS, SSRS, or related tools - Experience modeling DMOs, household structures, beneficial ownership, and FSC extensions like Person Account and KYC - Proven ability to implement or prototype zero-ETL integrations with Snowfla…
- 5+ years consultant experience leading external, client-facing technical consulting services for complex system implementations - 3+ years developing custom Salesforce applications - 3+ years of Salesforce experience complex third-party solutions; alternatively 2+ years experience on nCino implementations - Experience managing project team relevant to the delivery of the technical solution - Experience in enterprise-level projects using Agile software development methodologies throughout the w…
- 8+ years in pre-sales, solution architecture, or technical leadership in Salesforce consulting for financial services - Strong background in solution design for FSC, Data Cloud, integrations, APIs, security, and identity - Demonstrated success shaping complex deals, building estimates, responding to RFPs, and writing SOWs - Experience reviewing and refining AI-assisted outputs with a structured approach to quality, compliance, and brand tone - Proven ability to lead cross-functional work, and …
- 10+ years designing and delivering enterprise-scale data solutions (with at least 5 years in cloud platforms such as Azure, Databricks, Snowflake, and/or AWS/GCP) - Proven experience working with Cloud Platforms and services - Proven experience migrating workloads to Cloud environments - Proven track record leading advisory and modernization programs end-to-end, from discovery through roadmap and into delivery oversight - Deep knowledge of enterprise data reference architecture, including Lake…
- 10+ years in data strategy, architecture, or analytics leadership roles, with significant client-facing experience - Strong knowledge of Salesforce Data Cloud, Snowflake, Databricks, Azure, or equivalent modern data platforms - Proven ability to translate complex technical solutions into business outcomes and ROI narratives - Experience leading pre-sales efforts, including scoping, pricing, and client presentations - Demonstrated success driving data modernization and governance initiatives fo…
- 10+ years of experience working in the Banking sub-vertical, in both Retail and Commercial as well as on consulting engagements within the Financial Services vertical - 8+ years experience in Salesforce and related technologies either in consulting or implementation in a business solution design capacity - 5+ years (inferred relevant experience based on context)
- Extensive experience in leadership roles managing multiple technical teams or pods - Strong background in Agile coaching and implementation - Proven ability to mentor and develop technical and engagement leads - Excellent client-facing communication and relationship management skills - Deep technical knowledge and ability to provide domain expertise during escalations - Experience collaborating with portfolio and architecture teams for project alignment - Strong problem-solving and conflict re…