Customer Solutions - Salesforce (SFDC) Manager - Financial Services
Company Name:
Deloitte
Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world-s most well-known and respected companies, including more than 75 percent of the Fortune 100.
At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you-ll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities and your benefits. And our culture of innovation means your ideas on how to improve our business and your clients- will be heard.
Deloitte Consulting LLP is one of the world's leading management consulting firms for executable strategy, operations, technology, and human capital advisory services. The consulting practice is built around integrated core capabilities - people, process and technology and industry expertise - the capabilities needed to help clients to tackle their most complex challenges.
_TECHNOLOGY_
Deloitte Consulting's technology professionals help clients identify and solve their most critical information and technological challenges. We provide advisory through end-to-end implementation services as well as outsourcing services and are recognized in the marketplace for capabilities across the spectrum.
Our experienced technology professionals offer deep technical experience in their area of focus and are committed to delivering efficient, technology-based solutions to our clients. Our professionals are also aligned to industry sectors. By combining our technical capabilities with our industry experiences, we create unmatched market offerings to solve our clients' business issues. Additionally, we have long-term partnerships with many of the world's leading technology companies, allowing us to understand solution alternatives and recommend and support the most appropriate solution for our clients. By leveraging these elements, we are able to help our clients convert leading edge ideas into tangible results.
Our professionals are aligned with a technology service line to promote the development of deep technical skills and experiences and improve our ability to tailor solutions to solve our clients' business issues.
Customer Solutions: The Deloitte's Customer Super Store - a one-stop shop that provides consulting and technology solutions on all areas of the Customer lifecycle (Contact to Action, Lead to Cash, Sale to Commission, Service to Satisfaction, and Analyze to Insight) through implementation of CRM technologies (SFDC, Oracle/Siebel, SAP and others) to deep customer analytics.
Financial Services
Deloitte Consulting-s Financial Services Industry Practice offers a broad range of advisory services including strategic, regulatory, mergers and acquisitions, risk management and management consulting to clients in many financial industries.
Banking
The Banking consulting practice provides services to major banks around the globe and works in virtually all banking areas and competencies.
- Retail Banking: Consumer deposits accounts, loans (e.g., auto, home equity), individual retirement accounts (IRAs)
- Mortgage: Consumer Loans secured by real estate (e.g., personal residence). This includes the underwriting, approval, servicing and collections.
- Payments: Payments initiation, processing and settlement. Includes credit cards
- Wholesale Banking: Cash management services (e.g., lockbox, fund management), merchant services, business banking services (deposits and loans), institutional trust and securities custody services to commercial and corporate institutions.
Essential functions of a Manager at Deloitte Consulting:
- Client Management: Manage day to day interactions with executive clients and sponsors
- Delivery: Manage and deliver components of client engagements that identify, design, and implement technology and creative business solutions for large companies. Responsibilities include, among others, managing teams in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures.
- Business Development: Develop and maintain contact with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies
- People Development : Perform role of counselor and coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices
Managers in the (SFDC) capability within the Customer Solutions practice are required to have:
- Experience in onsite functional or technical roles on at least four full-lifecycle SFDC implementations, with strong expertise in at least two of the following the areas/modules:
Sales Cloud
Service Cloud
Marketing Cloud
CPQ Tools (Big Machines, Apttus, Cameleon)
- Eight
years consulting and/or CRM implementation experience, and six
years implementation experience in Banking.
- Experience managing at least two large-scale full-life cycle implementations of CRM solutions, including ownership of the technical solution, management of the overall team and ownership and management of project financials.
- Strong understanding of the banking industry and associated technology consulting markets, particularly for regional retail banks or universal banks.
- Experience defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines.
- Desire to learn additional in-demand CRM platforms including SAP CRM, Oracle/Siebel CRM or other solutions
- Ability to travel to client sites 80-100% of the time
- A Bachelors degree
In addition, successful Managers will have the following preferred background:
- Development experience in Apex, VisualForce, or Java/J2EE
- Technology project implementation experience in other areas of Financial Services, such as Credit Cards, Insurance and Real Estate
- Experience contributing to RFP responses and other sales activities
- Ability to work independently and manage multiple task assignments
- Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint)
- Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
- An advanced degree in the area of specialization
- Experience implementing other CRM platforms (Oracle/Siebel CRM, SAP CRM, Oracle Fusion, Microsoft Dynamics, etc) or CPQ technologies (Big Machines, Apttus, Cameleon)
About Deloitte
As used in this document, -Deloitte- means Deloitte LLP and its subsidiaries. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Disclaimer: If you are not reviewing this job posting on our Careers- site ( ) or one of our approved job boards we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at .
Req Number: 15 05912
Category: Management Consulting
Location: Detroit, MIEstimated Salary: $20 to $28 per hour based on qualifications.
Deloitte
Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world-s most well-known and respected companies, including more than 75 percent of the Fortune 100.
At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you-ll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities and your benefits. And our culture of innovation means your ideas on how to improve our business and your clients- will be heard.
Deloitte Consulting LLP is one of the world's leading management consulting firms for executable strategy, operations, technology, and human capital advisory services. The consulting practice is built around integrated core capabilities - people, process and technology and industry expertise - the capabilities needed to help clients to tackle their most complex challenges.
_TECHNOLOGY_
Deloitte Consulting's technology professionals help clients identify and solve their most critical information and technological challenges. We provide advisory through end-to-end implementation services as well as outsourcing services and are recognized in the marketplace for capabilities across the spectrum.
Our experienced technology professionals offer deep technical experience in their area of focus and are committed to delivering efficient, technology-based solutions to our clients. Our professionals are also aligned to industry sectors. By combining our technical capabilities with our industry experiences, we create unmatched market offerings to solve our clients' business issues. Additionally, we have long-term partnerships with many of the world's leading technology companies, allowing us to understand solution alternatives and recommend and support the most appropriate solution for our clients. By leveraging these elements, we are able to help our clients convert leading edge ideas into tangible results.
Our professionals are aligned with a technology service line to promote the development of deep technical skills and experiences and improve our ability to tailor solutions to solve our clients' business issues.
Customer Solutions: The Deloitte's Customer Super Store - a one-stop shop that provides consulting and technology solutions on all areas of the Customer lifecycle (Contact to Action, Lead to Cash, Sale to Commission, Service to Satisfaction, and Analyze to Insight) through implementation of CRM technologies (SFDC, Oracle/Siebel, SAP and others) to deep customer analytics.
Financial Services
Deloitte Consulting-s Financial Services Industry Practice offers a broad range of advisory services including strategic, regulatory, mergers and acquisitions, risk management and management consulting to clients in many financial industries.
Banking
The Banking consulting practice provides services to major banks around the globe and works in virtually all banking areas and competencies.
- Retail Banking: Consumer deposits accounts, loans (e.g., auto, home equity), individual retirement accounts (IRAs)
- Mortgage: Consumer Loans secured by real estate (e.g., personal residence). This includes the underwriting, approval, servicing and collections.
- Payments: Payments initiation, processing and settlement. Includes credit cards
- Wholesale Banking: Cash management services (e.g., lockbox, fund management), merchant services, business banking services (deposits and loans), institutional trust and securities custody services to commercial and corporate institutions.
Essential functions of a Manager at Deloitte Consulting:
- Client Management: Manage day to day interactions with executive clients and sponsors
- Delivery: Manage and deliver components of client engagements that identify, design, and implement technology and creative business solutions for large companies. Responsibilities include, among others, managing teams in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures.
- Business Development: Develop and maintain contact with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies
- People Development : Perform role of counselor and coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices
Managers in the (SFDC) capability within the Customer Solutions practice are required to have:
- Experience in onsite functional or technical roles on at least four full-lifecycle SFDC implementations, with strong expertise in at least two of the following the areas/modules:
Sales Cloud
Service Cloud
Marketing Cloud
CPQ Tools (Big Machines, Apttus, Cameleon)
- Eight
years consulting and/or CRM implementation experience, and six
years implementation experience in Banking.
- Experience managing at least two large-scale full-life cycle implementations of CRM solutions, including ownership of the technical solution, management of the overall team and ownership and management of project financials.
- Strong understanding of the banking industry and associated technology consulting markets, particularly for regional retail banks or universal banks.
- Experience defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines.
- Desire to learn additional in-demand CRM platforms including SAP CRM, Oracle/Siebel CRM or other solutions
- Ability to travel to client sites 80-100% of the time
- A Bachelors degree
In addition, successful Managers will have the following preferred background:
- Development experience in Apex, VisualForce, or Java/J2EE
- Technology project implementation experience in other areas of Financial Services, such as Credit Cards, Insurance and Real Estate
- Experience contributing to RFP responses and other sales activities
- Ability to work independently and manage multiple task assignments
- Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint)
- Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
- An advanced degree in the area of specialization
- Experience implementing other CRM platforms (Oracle/Siebel CRM, SAP CRM, Oracle Fusion, Microsoft Dynamics, etc) or CPQ technologies (Big Machines, Apttus, Cameleon)
About Deloitte
As used in this document, -Deloitte- means Deloitte LLP and its subsidiaries. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Disclaimer: If you are not reviewing this job posting on our Careers- site ( ) or one of our approved job boards we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at .
Req Number: 15 05912
Category: Management Consulting
Location: Detroit, MIEstimated Salary: $20 to $28 per hour based on qualifications.
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