Manager, Salesforce & nCino
Are you ready to make an impact?
West Monroe is currently seeking a talented Manager with expertise in Salesforce and nCino consulting to join our Customer Solutions practice. The Manager will be responsible for leading project teams, gathering requirements, designing solutions, and implementing configurations on the Salesforce platform. The Manager also develops methodology and best practices for the practice, and actively participates in business development opportunities.
Responsibilities:
Client Delivery
- Serve as a Project Manager for several key clients, responsible for day-to-day operations on one or more projects
- Communicate and report project status to client leadership and IT management, including budget, risks and general business issues
- Mentor and manage teams of Consultants to keep project on time as well as review work done by the team
- Understand CRM technologies being used on a project to be able to direct how to design, develop, test, and implement a technical implementation project
- Quickly respond to client requests for immediate issues while also being able to drive projects to completion
- Analyze each client's specific request and determine the underlying problem and recommend proper solutions
People and Practice Development
- Identify strengths and issues; drive and develop better behavior to create strong consultants
- Participate actively in the recruiting process for other consultants
- Drive the development and enhancement of WMP’s methodologies and approaches to client delivery and provide thought leadership for internal practice development
- Coach and manage other consultants and participate actively in the performance expectation process
Business Development
- Participate in business development with prospective clients including solution definition, pre-sales, estimating, negotiating and project planning
- Understand business needs and requirements and help turn those goals into tangible deliverables including projects and detailed proposals, requirements specifications, design deliverables, status reports and project plans
- Create work plans, pricing estimates, and risk assessments for prospects
- Participate in key client relationships and growing those accounts within Customer Experience practice and cross selling to other areas within WMP
Qualifications:
- 7+ years of experience working for a consulting firm or a professional services division of a software company in a business analyst/consulting manager role preferred
- Strong understanding of the Salesforce platform (Sales Cloud, FSC, Experience Cloud, etc.)
- Strong understanding of the nCino platform
- Experience implementing technology in the Financial Service industry
- Experience leading discovery workshops, which includes the facilitation of large audiences, solution presentations, and prototype demonstrations
- Excellent organizational, verbal, presentation/facilitation and written communication skills
- Ability to work well with people including project stakeholders and project team members
- Ability to work both independently and within a team environment backed up by strong communication skills
- Ability to travel to client-site 30-50%
#LI-HYBRID
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Ten weeks of paid parental leave will also be available for use after successful completion of one year of employment.
Seattle or Washington, D.C.
$169,900—$188,800 USD
Los Angeles
$178,000—$197,800 USD
New York City or San Francisco
$186,100—$206,800 USD
A location not listed above
$161,800—$179,800 USD
West Monroe is a digital services firm that partners with companies in transformative industries to deliver quantifiable financial value. We believe that digital is a mindset and it’s something companies become, not something they do. We bring together diverse, multidisciplinary teams that use their expertise to develop and execute new ideas and ways of working.
At West Monroe, we invest in our people and care in a big way. We are growing the next generation of leaders who lead with inclusion, enabling us to address our clients’ most complex challenges. If you’re looking for a place where you’ll feel supported, our team will help you grow. We believe that growth breeds opportunity for all. And know that when we come together, we can do what's never been done.
Our fast-paced culture and collaborative teams bring the energy and expertise needed to make an impact and deliver beyond expectations. If you are ready to set big goals with us, join us on our journey of building what matters for our clients, our people, and our communities.
West Monroe 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. To learn more about inclusion and diversity at West Monroe, visit www.westmonroe.com/inclusion.
If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.