SFDC SalesForce.Com Implementation Specialists

Job ID:
Charlotte, NC
Information Technology, Telecommunications, Array
$115,000.00 per year
Zip Code:
Employment Type:
Full time

Job Description:

Bachelor's Degree is Required.* Travel Requirements - Must be Open to travel weekly, Monday-Thursday.

Global Professional Services Organization is seeking SalesForce.Com Implementation Specialists for their CRM practice.The Implementation Specialists will work with the business process and development teams to design, implement and deploy Salesforce.com to a wide variety of financial services clients (eg Banking, Insurance, Capital Markets) at the enterprise level.

Candidates for this role should possess knowledge of the Salesforce.com capabilities (both functional and technical) and integration capabilities.

Candidates should be able to design marketing, sales, and service business processes that align and take advantage of the Salesforce.com capabilities.

Additionally, the candidate should have the ability to uncover business requirements, and be able to create and effectively demonstrate solutions that address customer requirements and align with the business strategy.

Candidates should have an understanding of Call Centers, Contact Centers or Delivery Centers as well as marketing, sales, and services processes.

Candidates should have an understanding of key operational metrics and performance indicators used to manage a Customer Relationship Support environment.

Candidates should possess knowledge of the relationship between a Customer Support environment and other Business units such as Sales, or Back Office.


  • Minimum 3 years of experience with one or more of the Financial Services Industries (Banking, Capital Markets, Insurance)
  • Minimum of 2 year of requirements gathering experience
  • Minimum of 3 years of CRM systems implementation experience in one or more of the financial services industries (Banking, Capital Markets, or Insurance)
  • Minimum of 2 years of Salesforce.com
  • Bachelor Degree

Preferred Skills:

  • Another leading management consulting firm or internal consulting experience in the home office
  • Sales, Marketing, Service and Cloud experience
  • Software system implementation with customer support experience
  • Call center experience
  • Salesforce.com or other CRM technology Certifications
  • Agile and Iterative experience
  • Ability to facilitate complex discussions
  • Strong analytical and problem-solving skills

Professional Skill Requirements:

  • Exposure to and/or experience in CRM functionality in financial service industries (eg Banking, Capital Markets, Insurance)
  • Excellent communication (written and oral) and interpersonal skills
  • Demonstrated experience in one or several of the following: Personal Lines insurance, Small Commercial Lines Insurance, Large Specialty Insurance, Life insurance, Capital markets, Wealth Management, Banking, Domestic Companies and/or Multi-National Companies.
  • Excellent leadership and management skills
  • Proven success in contributing to a team-oriented environment
  • Proven ability to work creatively and analytically in a problem-solving environment
Company Info
Request Technology - Stephanie Baker