Consulting Role for Salesforce Financial Services

Transform the advisor experience as a Field Salesforce Consultant with Manulife Wealth, specializing in the Financial Services Cloud. This hybrid role offers the chance to engage directly with clients and enhance their Salesforce usage.

You will assess current workflows and identify areas for improvement across advisor branches. Through onsite workshops and coaching, you will facilitate better adoption of Salesforce solutions. Your partnership with internal teams ensures that client needs are met through effective platform capabilities.

Key Responsibilities:
• Lead discovery sessions to analyze advisor branch workflows
• Create and present recommendations for process enhancements
• Provide in-branch training and coaching tailored to specific needs
• Establish metrics for success and maintain accountability post-engagement
• Collaborate with internal teams to align on requirements

Requirements:
• 5+ years of Sale...