Salesforce FSC SME

4 Staffing CorpPhiladelphia, Pennsylvania

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Schedule

Full-time

Career level

Senior-level

Remote

Hybrid remote

Job Description

Full-time / Regular RoleNo C2C, Visa Transfers at this timeMust 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.
In-depth knowledge of Salesforce Financial Services Cloud.
Strong understanding of the needs and workflows of financial advisors and their support teams.
Exceptional relationship-building 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.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Salesforce FSC SME Jobs at 4 Staffing Corp

What is the work location for this position at 4 Staffing Corp?

This job at 4 Staffing Corp is located in Philadelphia, Pennsylvania, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at 4 Staffing Corp?

Employer has not shared pay details for this role.

What employment applies to this position at 4 Staffing Corp?

4 Staffing Corp lists this role as a Full-time position.

What experience level is required for this role at 4 Staffing Corp?

4 Staffing Corp is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at 4 Staffing Corp?

You can apply for this role at 4 Staffing Corp either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.