Field Salesforce Consultant in Ontario
Manulife
Elevate your consulting career with Manulife Wealth as a Field Salesforce Consultant in Waterloo, Ontario. Focus on onsite engagements to enhance Salesforce adoption and operational efficiency. This client-facing role involves assessing workflows and providing actionable recommendations to financial advisors across Canada. You will lead workshops, translate insights into requirements, and ensure stakeholders are aligned on execution plans. Your expertise will significantly impact productivity and the consistent usage of Salesforce within the wealth management sector. Key Responsibilities:
- Lead onsite discovery and stakeholder interviews at advisor branches
- Develop branch-specific recommendations for Salesforce efficiency
- Facilitate tailored workshops and coaching sessions
- Define engagement outcomes with clear adoption goals
- Translate onsite insights into user stories for project teams
- 5+ years hands-on Salesforce experience needed
- 1+ year in Financial Services Cloud is preferred
- Proven consulting and client engagement history required
- Ability to travel up to 40% for branch visits
- Strong communication and problem-solving skills essential
Vacancy posted 5 hours ago
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