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Salesforce Techno-Functional Manager (Financial Services)

Company: PwC
Location: Irvine
Posted on: June 7, 2021

Job Description:

A career within Salesforce Consulting services, will provide you with the opportunity to help our clients leverage Salesforce technology to enhance their customer experiences, enable sustainable change, and drive results. We focus on understanding our client's challenges and developing custom solutions powered by Salesforce to transform their sales, service and marketing capabilities by exploring data and identifying trends, managing customer life cycles, strategically building and leveraging online communities, driving employee engagement and collaboration, and connecting directly with channel partners to share goals, objectives, and activities in a secure, branded location.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Develop new skills outside of comfort zone.
  • Act to resolve issues which prevent the team working effectively.
  • Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
  • Analyse complex ideas or proposals and build a range of meaningful recommendations.
  • Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
  • Address sub-standard work or work that does not meet firm's/client's expectations.
  • Use data and insights to inform conclusions and support decision-making.
  • Develop a point of view on key global trends, and how they impact clients.
  • Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
  • Simplify complex messages, highlighting and summarising key points.
  • Uphold the firm's code of ethics and business conduct.

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:

Bachelor Degree

Minimum Years of Experience:

5 year(s)

Preferred Qualifications:

Degree Preferred:

Master Degree

Preferred Fields of Study:

Computer and Information Science, Management Information Systems

Certification(s) Preferred:

One or more of the following certifications: Certified Administrator, Certified Developer, or Certified Sales/Service Consultant

Preferred Knowledge/Skills:

Demonstrates extensive abilities and/or a proven record of success in understanding underlying client business problems and developing Salesforce technology-enabled solutions that addresses the needs of large organizations, including how to implement technology solutions to help streamline organizational needs and meet legal-related and industry-specific compliance standards and regulations.

Demonstrates extensive abilities and/or a proven record of success in assisting large organizations with improving the performance of their Sales, Service, Marketing, IT, and Operations units. This includes understanding and solving business and technology challenges related to the implementation of CRM technologies, delivering connected platforms, and designing and developing platform-based applications that meet client business needs.

Demonstrates extensive abilities and/or a proven record of success as a team or workstream leader, including:

  • Supervising teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation;
  • Answering questions and providing direction to less-experienced staff; and,
  • Coaching staff including providing timely meaningful written and verbal feedback.

For roles within Financial Services, prior experience in Financial Services preferred, but not required.

Demonstrates extensive abilities and/or a proven record of success in learning and performing in functional and technical capacities, which includes the following areas:

  • Build and sustain trusted advisor relationships with clients, drive proposals and shape clients' business and IT agenda;
  • Evaluate legacy applications, with the intent to propose a cloud enabled application stack that leverages the platform;
  • Design and build out Salesforce solutions - Articulate common data architecture, integration with external solutions, data model and workflow;
  • Provide program cost estimation and monitor/revalidate the estimates at key transition points in the development lifecycle;
  • Lead one or more project teams to deliver solutions for the platform to meet business requirements and realize business value;
  • Define resource requirements, project workflow, budgets, billing and collection;
  • Write, communicate, facilitate, and present cogently to and/or for all levels of industry audiences, clients and internal staff and management;
  • Perform Salesforce configuration, Mobile solutions, Apex coding, or Visualforce coding experience in;
  • Lead third party integrations and architectures;
  • Utilize PC applications (i.e. Microsoft Word, Excel, PowerPoint and Project) and business levels of fluency in multiple languages to write, communicate, facilitate, and present cogently, emphasizing the ability to capture effectively clients' needs and understand their systems enough to be able to translate those needs in to system functionality;
  • Produce deliverables within a diverse, fast paced environment, collaborate effectively across global teams and juggle multiple projects and initiatives simultaneously; and,
  • Have previous exposure to platforms including Financial Services Cloud, Marketing Cloud, Communities, and Mulesoft are a plus.

Keywords: PwC, Irvine , Salesforce Techno-Functional Manager (Financial Services), Other , Irvine, California

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