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Infor Finance Functional / Techno-Functional Consultant
LinkedIn Recruiter Post
Seeking an experienced Infor Finance Functional/Techno - Functional Consultant for finance system enhancements and integrations, focusing on AR and GL.
About the role
- Field Salesforce Consultant helping advisor practices utilize Salesforce Financial Services Cloud. Leading discovery processes and onsite training for enhanced adoption and efficiency.
Responsibilities
- Lead onsite discovery at advisor branches (stakeholder interviews, workflow observation, process mapping) to assess current-state usage and identify gaps
- Develop and present branch-specific recommendations (quick wins and longer-term actions) across process, training, and Salesforce configuration/usage to improve adoption and efficiency
- Facilitate onsite enablement (workshops, role-based coaching, walkthroughs, job aids/knowledge articles) and tailor content to each branch’s needs
- Define engagement outcomes with branch stakeholders (adoption goals, success metrics, follow-up actions) and drive accountability through post-visit check-ins
- Translate onsite insights into clear requirements/user stories, partner with the Continuous Delivery Organization on prioritization, solution options, and release readiness communications
- Partner with internal stakeholders (Field Technology, Operations, Compliance, and Product/Delivery teams) to align engagement plans, communications, and rollout/readiness activities
Requirements
- 5+ years of hands-on experience with the Salesforce platform
- Financial Services Cloud experience (1+ year) and strong understanding of wealth workflows
- Proven consulting/client engagement experience (e.g., leading onsite discovery, facilitating workshops, presenting recommendations, and driving follow-through)
- Comfort operating in a field-based role with regular travel to advisor branches (up to 40%)
- Salesforce certifications preferred (e.g., Salesforce Administrator, Financial Services Cloud Accredited Professional, Data Architect)
- Excellent communication, analytical, and problem-solving skills
Benefits
- health insurance
- dental insurance
- mental health benefits
- vision insurance
- short and long-term disability insurance
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- paid time off (holidays, vacation, personal, and sick days)
- statutory leaves of absence
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