Senior Consultant, Salesforce Financial Services Cloud

Sorry, this job was removed at 08:13 p.m. (UTC) on Wednesday, May 28, 2025
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Chicago, IL, USA
Hybrid
122K-143K Annually
Cloud • Professional Services • Security • Analytics • Consulting • Utilities • Renewable Energy
We’re a global business and technology consulting firm passionate about creating value with our clients.
The Role

Are you ready to make an impact?

West Monroe is searching for a Salesforce expert to join our team as a Senior Consultant within our Technology & Experience practice. In this role, you’ll collaborate with clients to establish the project vision, analyze business requirements, design Salesforce solutions, manage projects and lead Salesforce implementations. 

Responsibilities:  

  • Demonstrate strong Salesforce Financial Services Cloud product knowledge skills, including a thorough understanding of how to interpret customer business needs and translate those needs into technology and operational requirements.  
  • Lead business process review sessions to identify user stories/requirements   
  • Lead Salesforce solution design sessions from the identified user stories/requirements
  • Responsible for the build activities via the configuration on the Salesforce Platform   
  • Facilitate business process reviews to identify client requirements and processes.  
  • Facilitate unit, system and end-user testing  
  • Support end-user training and documentation  
  • Manage project status, timelines, risks for overall project or individual workstream  

Qualifications:  

  • College degree, or equivalent experience required  
  • Minimum of 5 years of experience in Salesforce consulting preferred 
  • Deep understanding of the Salesforce platform, with specific expertise in Salesforce Financial Service Cloud.
  • Experience in the Financial Services industry (Banking, Wealth Management, etc.), with a strong understanding of industry-specific challenges and opportunities.
  • Experience leading discovery workshops, including the facilitation of large audiences, solution presentations, and prototype demonstrations.
  • Excellent organizational, verbal, presentation/facilitation, and written communication skills.
  • Ability to travel to client sites 30-50%.
  • Hybrid role, 1 to 2 days in the office per week.
  • Candidates must be eligible to work in the United States without limitation. 

Based on pay transparency guidelines, the salary range for this role is listed 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. Eligibility for ten weeks of paid parental leave will also be available upon hire date. 

Chicago
$121,600$143,000 USD
Other consultancies talk at you.
At West Monroe, we work with you.

We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.

The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.

At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.

You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.

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 diversity, equity and inclusion 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.  

West Monroe Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about West Monroe and has not been reviewed or approved by West Monroe.

  • Leave & Time Off Breadth Flexible paid time off and a soft office closure between Christmas and New Year’s provide meaningful downtime.
  • Parental & Family Support Paid parental leave for all parents, Bright Horizons backup care, and Maven family-planning support create a strong caregiver offering. Recent enhancements to family-friendly policies are highlighted.
  • Healthcare Strength PPO and HDHP/HSA medical options, dental and vision, telehealth, Hinge Health, cancer-care support, and Modern Health therapy/coaching indicate comprehensive coverage.

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The Company
HQ: Chicago, IL
2,000 Employees
Year Founded: 2002

What We Do

West Monroe is a global business and technology consulting firm passionate about creating value for our clients. We co-create solutions that accelerate results now and prepare industries to tackle what’s next. We’re excited by the possibilities that technology creates. We work with our clients to deliver on the possible, building on their goals, generating fresh insights and creating inspiring outcomes. We excel at the intersection of industry, strategy, people and technology—always driving rapid impact. Our all-in approach comes from our unique employee ownership structure. Our clients’ success is our success. From the beginning, our growth has come from putting people at the center. Fortune and USA Today consistently celebrate West Monroe as a top workplace, and we’re recognized as a leading consultancy by Forbes and Forrester.

Why Work With Us

It’s our mission to help build the next generation of leaders, and we’re committed to partnering with employees to build an experience that’s challenging, fulfilling, and filled with constant opportunities to grow, and to make a real difference.

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