Senior Salesforce consultant leading RevOps strategy, client engagements, and technical delivery for Directive Consulting, a B2B performance marketing agency. Scaling Salesforce, Pardot, and HubSpot implementations while mentoring Revenue Operations engineers.
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Salesforce FSC Lead/Architect
Posted via LinkedIn Recruiter (not a company profile)
Posted 2 days ago
About the role
- Lead Salesforce FSC initiatives in Wealth Management, manage stakeholders and integrations, and drive successful delivery. Requires 10-12+ years IT experience with 5+ years in Salesforce leadership.
Responsibilities
- Lead Salesforce FSC initiatives within the Wealth Management domain. Work closely with business stakeholders to elicit, analyze, and finalize requirements. Own solution planning, estimation, execution, and successful delivery. Manage multiple stakeholders across business, operations, architecture, and technology teams. Drive integration strategy and coordination with downstream/upstream systems. Lead delivery teams, provide direction, and ensure adherence to project timelines. Identify risks, dependencies, and mitigation plans. Provide regular executive-level status reporting, governance updates, and steering committee presentations. Ensure scope control, quality assurance, and successful project outcomes.
Requirements
- 10–12+ years of overall IT experience with at least 5+ years in Salesforce leadership roles. Strong expertise in Salesforce Financial Services Cloud (FSC) with end-to-end implementation experience. Proven Wealth Management / Private Banking / Financial Advisory domain experience. Experience leading large Salesforce transformation programs and managing distributed teams. Strong stakeholder management skills. Hands-on experience gathering, refining, and finalizing business requirements. Experience managing integrations between Salesforce FSC and external systems, APIs, middleware, and enterprise applications. Excellent decision-making, problem-solving, and conflict-resolution capabilities. Strong experience in project planning, estimation, budgeting, execution, risk management, and delivery governance. Experience leading multiple workstreams and coordinating cross-functional teams. Strong communication and presentation skills. Experience in Agile/Scrum delivery methodologies. Salesforce certifications (FSC, Application Architect, Administrator, Business Analyst, or Sales/Service Cloud certifications) are preferred.
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Revenue Operations leader guiding consultants and client engagements for Directive Consulting, a B2B performance marketing agency. Configuring Salesforce, Pardot, and HubSpot to drive pipeline and revenue.
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