Associate Director - Salesforce Financial Services Cloud 

Smarter Thinking. Real Results. Technology consulting has been our story for over 14 years. Companies from all industries partner with us for our innovative mindset to help them digitally transform to create market advantages, become resilient, and prepare for what’s next. With us, the possible becomes actual.

We provide strategic and innovative consulting services focused on digital experiences, engineering, automation, data and analytics, and salesforce solutions. Saggezza consultants work as part of a global team, and throughout their tenure, have the opportunity to work on a variety of different projects across various clients and industries. We are chartered to do one thing, and one thing only – to bring enabling technology to our clients that allow them to move their business forward.

The Role

We are looking for an outstanding individual to help support the growth of our Salesforce Practice. We are seeking a professional who has demonstrated high academic/professional achievement, leadership, communication skills, and has a strong interest in consulting.

From a cultural perspective, we look for individuals who possess the following qualities that will contribute to our success and the success of our clients:

• Entrepreneurial spirit: We seek individuals who enjoy contributing to the growth of an organization and who show commitment to the success of their team.
• Problem-solving skills: Individuals at our company have well-honed analytical skills coupled with business acumen to structure problems, deliver solutions and communicate insights.
• Drive: Our team sets ambitious goals and seeks energetic professionals, enjoy a fast-paced environment, and thrive in taking on responsibility.

Key Responsibilities:

• As a key contributor on a project team, guide customers through the implementation of Salesforce solutions using an agile methodology
• Engage customer stakeholders to understand desired business outcomes and define success criteria
• Articulate to customer stakeholders the value of recommended solutions and approach
• Lead Discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements
• Synthesize requirements to create clear and comprehensive user stories and solution design documentation
• Perform fit-gap analysis between Salesforce functionality and client requirements
• Design elegant, innovative Salesforce solutions involving: configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality
• Draft function configuration specifications and manage the delivery and testing of the functionality by Development resources
• Iterate on solutions through a Build/Test/Review cycle with customer Product Owner
• Develop training curriculum and deliver training sessions to the solution’s end users
• Work with Project and Engagement Managers to manage a project to scope, budget, and timeline expectations

Required Qualifications:

• Minimum 8+ years implementing Salesforce based solutions
• Strong Financial Services Cloud experience; Insurance vertical highly desirable
• Understanding of the Financial Services Cloud data model
• Experience writing user stories to capture Salesforce requirements
• Experience with data migrations from third-party systems to Salesforce
• Experience designing or building Salesforce integrations with 3rd party applications
• Understanding of key concepts of user-centered design and design thinking
• Desire to learn new things
• Great teamwork and collaboration skills
• Consulting background and experience with business process definition, gap analysis, and implementation of best practices

Certifications

• Salesforce Admin Certification
• Certified Application Architect
• Certified System Architect
• Financial Services Cloud Specialist 
• Salesforce Financial Services Cloud Accredited Consultant

Travel Requirements

• Willingness to travel up to 50% - Post COVID-19
• This role will be remote

Don’t tick all the boxes? Don’t worry about it: we still want to hear from you if you think you’re the right person for the job.

Why Join Our Team

• Diverse culture, experiences, and skills.
• Our nurturing and supportive environment fosters collaboration across the entire organization.
• We are not hierarchical but operate as a flat surface where every opinion matter, ideas are cultivated, and innovation is encouraged.
• At Saggezza, we are fortunate to have a strong mentorship program that provides every one of our employees the ability to thrive professionally and personally.
• We are only as good as our people. Saggezza, Italian for wisdom, is rooted in the perspective that knowledge is power. We create thought-leaders who are constantly exposed and trained in different technologies in the ever-evolving world of software development.
• We welcome innovators with entrepreneurial spirits to grow with our team. 
• Consulting Magazine - Fastest Growing Firms 2019
• Built-In Top Places to Work in Chicago 2020
• Best and Brightest Companies in the Nation 2019 and 2020, Best and Brightest Companies in Milwaukee 2020, and Best and Brightest Companies in Chicago 2020
• 2020 Inc. 5000 List - Honored as one of the fastest-growing private companies in America

*Saggezza is unable to provide visa sponsorship at this time. Please ensure all applicants have full authorization to work in the United States. 

Saggezza is an Equal Employment Opportunity Employer: We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state, or local law.

*Saggezza is unable to consider any candidates under a Corp-to-Corp agreement (C2C) at this time. Please ensure all applicants have full authorization to work in the United States.

Saggezza is an Equal Employment Opportunity Employer: We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law.

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