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Financial Services SalesForce (SFDC) Manager

Company: PwC
Location: New York
Posted on: June 13, 2018

Job Description:

PwC/LOS Overview
PwC is a network of firms committed to delivering quality in assurance, tax and advisory services.

We help resolve complex issues for our clients and identify opportunities. Learn more about us at

At PwC, we develop leaders at all levels. The distinctive leadership framework we call the PwC Professional ( provides our people with a road map to grow their skills and build their careers. Our approach to ongoing development shapes employees into leaders, no matter the role or job title.

Are you ready to build a career in a rapidly changing world? Developing as a PwC Professional means that you will be ready- to create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at

PwC Advisory helps our clients with their most challenging imperatives from strategy through execution. We combine the breadth of knowledge of over 48,000 global professionals with deep industry knowledge to deliver custom solutions for our clients. We work with the world's largest and most complex companies and understand the unique business issues and opportunities our clients face.

Job Description
The Financial Services industry is operating in a challenging environment due to global economic pressure, increasing regulatory demands and capital requirements as well as significant operational and technology changes. Our growing Financial Services Advisory practice provides management, technology and risk consulting services to help major financial institutions around the world respond to their most complex business challenges.

The Financial Services Advisory practice is composed of three industry sectors: Asset Management, Banking & Capital Markets and Insurance.

PwC works with clients to solve business and technology challenges related to improving customer and employee experience.

The Salesforce capability leverages the Salesforce technology and platform to help clients transform their sales, service and marketing capabilities by bringing our deep industry expertise and strategy through execution experience to improve and change their businesses for the better.

Typical engagements are a combination of the following:
-Sales transformation
-Service transformation
-Marketing transformation
-Force platform based innovation and development
-Change management and training

Position/Program Requirements
Minimum Years of Experience: 5
Minimum Degree Required: Bachelor's degree
Degree(s) Preferred: Master's degree in Computer Science, Information Systems or related areas
Certification(s) Preferred: One or more of the following Salesforce.com certifications: Certified Administrator, Certified Developer, or Certified Sales/Service Consultant

Knowledge Preferred:
Demonstrates proven extensive knowledge levels and acumen specific to understanding underlying client business problems and developing Salesforce technology-enabled solutions that addresses the needs of large organizations, including how to implement technology solutions to help streamline organizational needs and meet legal-related and industry-specific compliance standards and regulations.
Demonstrates proven extensive knowledge levels and success in roles assisting large organizations with improving the performance of their Sales, Service, Marketing, R&D, IT, and Operations business units. This includes understanding and solving business and technology challenges related to the implementation of CRM technologies, delivering Social & Mobile Enterprise platforms, and designing and developing platform-based applications that meet client business needs.
Demonstrates proven extensive knowledge and success as a team leader, including: supervising teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation; answering questions and providing direction to less-experienced staff; coaching staff including providing timely meaningful written and verbal feedback.
For roles within Financial Services, prior experience in Financial Services preferred; for roles within Healthcare Industry Advisory, prior experience in Healthcare industry preferred

Skills Preferred:
Demonstrates proven success and extensive abilities to learn and perform in functional and technical capacities, which includes the following areas:
-Leading and/or facilitating teams to develop client proposals, leveraging extensive business development and relationship management know-how
-Identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting comprehensive written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection
-Writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management
-Software configuration, Mobile solutions, Apex coding, or Visualforce coding experience inSalesforce.com and/or Veeva
-System application implementations, software configurations, or other related coding in the following technological product suites? Salesforce.com, SAP, Oracle, Marketo and related cloud and/or on-premise ERP business applications
-Third party integrations and functionality and impact of these integrations
-Utilization of PC applications (i.e. Microsoft Word, Excel, PowerPoint and Project) and business levels of fluency in multiple languages to write, communicate, facilitate, and present cogently, emphasizing the ability to capture effectively clients' needs and understand their systems enough to be able to translate those needs in to system functionality.
-Produce deliverables within a diverse, fast paced environment, collaborate effectively across global teams and juggle multiple projects and initiatives simultaneously

Associated topics: broker, client, guest, insurance sales agent, lead sales agent, life insurance sales, outside sales, phone, sales agent, sales professional

Keywords: PwC, New York, Financial Services SalesForce (SFDC) Manager, Executive, New York, New York

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