Elevate your consulting career as a Field Salesforce Consultant with Manulife Wealth in Waterloo, Ontario. Support enhancements in the Financial Services Cloud for advisor practices through client engagement and hands-on workshops.
This client-facing role is centered on delivering transformative solutions for the Salesforce platform within advisor branches. You'll assess workflows, identify gaps, and recommend tailored strategies for improved adoption and efficiency. Collaborate with stakeholders to ensure successful project outcomes and translate insights into actionable requirements.
Key Responsibilities:
• Lead onsite discovery sessions with advisors and stakeholders
• Develop tailored recommendations for process and training improvements
• Facilitate workshops and coaching sessions to enhance Salesforce usage
• Define success metrics and follow-up actions with branch teams
• Partner with internal teams for alignment on rollout activities
Requirements:
• O...