Saasinct Solutions

The role involves designing, configuring, and delivering Salesforce solutions for Financial Services clients by translating business needs into technical requirements. Key duties include managing Salesforce configurations, creating solution documentation, and supporting client training and UAT.

The manager will develop and manage relationships within the Salesforce ecosystem through consistent engagement, while proactively identifying, researching, and pursuing target accounts aligned with the firm's focus areas. This role involves generating qualified meetings, supporting pipeline development, and tracking progress in CRM systems.