Salesforce Senior Manager

At KPMG in Canada, our people bring their unique perspectives to Canada’s most important challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where your career can make a difference.

The Salesforce Senior Manager will be comfortable in all aspects of Project delivery including solution design, requirements definition, platform configuration, functional and technical documentation, prototyping, technical  and integration design decisions, and more.

• Development of CRM strategies, defining implementation roadmaps, and proposing client solutions built on the Salesforce platform
• Lead the delivery of client engagements, working closely with functional and technical team members to design overall application designs for client implementations of the platform and ensuring solutions align with business goals and functional designs while adhering to best practices.
• Facilitating discussions/workshops with business and technical stakeholders to extract critical business requirements and present a technical vision and solutions in the form of platform capabilities, customizations, and integrations to meet client requirements and business needs. 
• Assisting functional resources and business analysts with requirements gathering and design guidance for Salesforce platform components or related cloud solutions.
• Acting as a strong advocate for adherence to Salesforce standards and best practices.
• Working closely with client stakeholders and executives as part of engagements, as well as pre-sales activities.
• Actively participate in business development activities, identifying new sales opportunities and leading RFP proposal responses including defining approach, estimates and scope for sales proposals and statements of work. 
• Maintain strong relationships with key Salesforce account executives, participating in regular account reviews, working closely with client customer success and program architects.
• Work closely with local Partners and team members in the Montreal office to establish collaborative ways of working, specifically in identifying new opportunities.
• Staying current on Salesforce platform capabilities/offerings and related technologies, including continuous Salesforce feature releases.
• Working with the Partner leading the national practice, assist in developing go-to-market strategies for the practice.
• Work on-site within the Montreal office a minimum of 2 days per week.

• 10+ years of hands on experience leading Salesforce implementation programs including designing, configuring, and building solutions on the platform.
• Deep Financial Services industry knowledge.  Capital Markets, Corporate/Commercial Banking is an asset.
• Experience and certifications in Financial Services Cloud, Experience Cloud, Data Cloud, Marketing Cloud and Agentforce. nCino experience, nice to have.
• Strong relationship management experience, with client executives as well as Salesforce account executives.
• A strong understanding of Salesforce best practices around functional design and the ability to recommend options for clients around when configuration vs. customization is required.
• Experience working with technical team members to design integration architectures and data flows.
• Excellent communication skills and the ability to articulate messaging around requirements, solution designs, and options to both business and technical stakeholders.
• Proven ability to create innovative solutions to solve complex business requirements, and streamline/automate business processes.
• Demonstrated analytical, problem-solving, organizational, interpersonal, communication skills. 
• Experience with leading or participating in the gathering and documenting of business processes and requirements for the system with key business users. 
• Must be bilingual (English and French)

Keys to your success:

• Outstanding communication skills (oral & written), with the ability to interact confidently with all levels of management
• Ability to develop and present new ideas and conceptualize new approaches and solutions
• Proven track record with business development activities and an established operating model to support pre-sales and proposal activities.
• Client delivery excellence, producing high quality outcomes and credibility with clients.
• Ability to provide coaching and mentorship to junior team members.
• Ability to thrive in a fast pace and at times ambiguous environment, with the opportunity to build a specialized team within the Montreal office.

This position requires written and oral fluency in English because it involves interpretation and application of English standards, guidance, laws and regulations, servicing of English-speaking clients located across Canada and collaboration with English Speaking colleagues located outside of Quebec. 

Providing you with the support you need to be at your best

Integrity , we do what is right |  Excellence , we never stop learning and improving |  Courage , we think and act boldly | Together , we respect each other and draw strength from our differences |  For Better , we do what matters

KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.

Adjustments and accommodations throughout the recruitment process

At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling View phone number on careers.kpmg.ca.

AI Usage

We embrace the use of artificial intelligence (AI) to enhance the candidate experience and streamline our recruitment processes. AI tools may help with organizing applications or surfacing relevant qualifications. However, no hiring decisions are made using AI. Every hiring decision is made by our hiring managers and recruitment professionals, who are equipped with training that empowers them to use these tools responsibly. AI technologies used in our recruitment process undergo detailed risk assessments, including security and privacy requirements, that align with KPMG’s Trusted AI framework.

We believe technology should empower human judgment, not replace it. It’s one of the many ways we’re delivering on our vision of being a technology-first, people-driven firm.