Salesforce FSC SME Job at 4 Staffing Corp, Philadelphia, PA

V0M4dS9yVzV4SXhFcm5QR1dNQXllQ2hJRXc9PQ==
  • 4 Staffing Corp
  • Philadelphia, PA

Job Description

Fulltime / Regular Role
No C2C Visa Transfers at this time
Must be willing to work onsite in Philadelphia (Hybrid)
No relocation package at this time

Role Overview

This position involves managing the implementation and ongoing development of a CRM platform for financial professionals with a focus on Salesforce. The role serves as a central point of contact for stakeholders and drives the successful execution of the CRM strategy.

Key Responsibilities

  • Define and implement a strategic vision for the CRM platform tailored to the needs of financial advisors and their teams.
  • Build and maintain strong relationships with stakeholders across the organization to understand their goals and challenges.
  • Regularly engage with users to identify areas where CRM can provide impactful solutions.
  • Stay updated on industry trends and tools relevant to financial advisory services.
  • Prioritize features and translate business demands into a clear actionable roadmap.
  • Develop detailed business requirements by collaborating with stakeholders.
  • Oversee the execution of project plans proactively managing risks dependencies and challenges.
  • Review sprint deliverables to confirm they meet established requirements and expectations.
  • Lead user acceptance testing and monitor quality assurance to ensure the final product aligns with business needs.
  • Develop and execute a communication and training plan to support the successful launch of CRM tools.
  • Conduct regular forums with stakeholders to ensure the platform evolves to address key business priorities.

Qualifications

  • Extensive experience as a product manager in financial services or a similar industry with a focus on wealth management or brokerage firms or consulting to such firms.
  • Proven track record of managing successful CRM projects particularly Salesforce implementations.
  • Indepth knowledge of Salesforce Financial Services Cloud.
  • Strong understanding of the needs and workflows of financial advisors and their support teams.
  • Exceptional relationshipbuilding skills with the ability to connect across organizational levels.
  • Strategic thinker with excellent communication skills to define and share a clear product vision.
  • Highly organized with expertise in project planning and managing risks and issues.

Job Tags

Full time, Relocation,

Similar Jobs

Sanderling Resort

Director of Weddings and Events Job at Sanderling Resort

 ...benefits, including comprehensive health insurance, retirement plans, and paid time off, as well as unique perks such as on-site wellness...  ...the kids!) Overview: POSITION SUMMARY: The Director of Weddings & Events will be responsible for overseeing and managing all... 

Lynx Therapeutics

IT Help Desk Technician Job at Lynx Therapeutics

 ...Join Lynx Therapeutics as an IT Help Desk Technician! The IT Help Desk Technician will be responsible for providing technical assistance and support to our staff and clients. This role is essential in ensuring that all computing issues are resolved efficiently and effectively... 

Advanced Technology and Research Corporation

Electronics Engineer Job at Advanced Technology and Research Corporation

 ...Electronics Engineer Location: Indian Head, MD Department: Engineering Services Type: Full Time Min. Experience: Mid-Level Salary Range : $95,000 to $115,000 USD per year Advanced Technology & Research Corporation ( is seeking to fill the following full... 

Texarkana Therapy Center

Content Writer Job at Texarkana Therapy Center

 ...and informative content across various platforms, including our website, social media, newsletters, and educational materials. Your writing will play a crucial role in promoting our therapeutic services, sharing client success stories, and educating the community about... 

University of Minnesota Twin Cities

Student Counseling St. Paul Coordinator | University of Minnesota Twin Cities Job at University of Minnesota Twin Cities

 ...a 12 month full-time position that reports to a member for the Student Counseling Services Leadership Team (which includes the Clinical...  ...community engagement efforts including outreach and prevention work. The St. Paul Coordinator plays an important role in promoting...