Job Title
Basic Qualifications:
Minimum 5 years of experience with one or more of the following: Management Consulting and/or Financial Services Industries (Banking, Capital Markets, Insurance)
Minimum of 5 years of CRM, Oracle, Microsoft or Salesforce systems implementation experience in either Management Consulting or the financial services industries (Banking, Capital Markets, or Insurance)
Minimum of 5 years of CRM systems, Salesforce.com in either implementation, development or architecture capacity
Project Management experience.
Managing or leading a team of CRM, Salesforce consultants/developers/admins
Bachelor Degree is required for this position
Preferred Skill Requirements:
Another leading management consulting firm or internal consulting experience in the home office
Sales, Marketing, Service and Cloud experience
Salesforce.com certifications
Software system implementation with customer support experience
Call center experience
Understanding of key CRM Business Architectural concepts
Agile and Iterative experience
Professional Skill Requirements:
Strong project management skills with a proven ability to estimate, plan and effectively execute and control projects to deliver agreed upon scope on time within budget
Effective people development skills with a proven ability to coach and grow project team members
Ability to facilitate complex discussions
Strong analytical and problem-solving skills
Exposure to and / or experience in CRM functionality in financial service industries (e.g. Banking, Capital Markets, Insurance)
Demonstrated experience in one or several of the following: Personal Lines insurance, Small Commercial Lines Insurance, Large Specialty Insurance, Life insurance, Capital markets, Wealth Management, Banking, Domestic Companies and/or Multi-National Companies.
Proven success in contributing to a team-oriented environment
Proven ability to build, manage and foster a team-oriented environment
Proven ability to work creatively and analytically in a problem-solving environment
Excellent communication (written and oral) and interpersonal skills
Excellent leadership and management skills
Actively pursue project opportunities and cultivate client relationships
Experience: 5 years required