Service Lead

3 days ago


Alpharetta, United States Mphasis Full time

Title : Service Lead - Salesforce

Location : Alpharetta, GA

Salary : $120K - $140K


Job Summary –

As part of the Financial Services Practice, the Services Lead is a hybrid style role that is accountable for the overall success of a portfolio of Financial Services clients ranging from, but not limited to Banking & Lending, Capital Markets, Wealth & Asset Management, Investment Banking. The role has also been referred to as a “seller-doer”, “techno-functional”, “applied technologist” or “traditional senior manager role in a large consulting firm”. This role is expected to manage successful solution delivery for a portfolio of projects & clients, sell/influence client attainment and grow the client base, recruit, mentor and develop staff as well as help promote and grow the practice with marketing activities and/or support for internal initiatives. Ideal candidates will have a deep Salesforce consulting and technology background with a proven record of establishing C-Level relationships that evolve into being a trusted advisor of the most senior, and influential, executives. This takes experience operating in often complex and matrixed organizations with different business goals and priorities.


Years of experience needed – 10+

Required Experience & Qualifications:

  • 10+ years management/technology consulting or similar experience
  • 5+ years Salesforce Consulting experience
  • Experience within Financial Services
  • Direct experience with Sales/CRM, Salesforce.com (Financial Services Cloud), nCino, Vlocity implementation experience
  • Experience working in an Agile/Scrum environment
  • Hands on Project Management experience for large scale implementation
  • Program Management experience overseeing a portfolio of clients and/or projects
  • Experience managing a team of up to 10 direct reports
  • Experience working with and advising senior executives
  • Experience in the sales cycle helping clients with vision, working with internal partners to shape proposals, and hands on contract writing
  • Strong communication, writing, and presentation skills
  • Experience working independently and with virtual teams inclusive of on, near and offshore.
  • Proven track record of developing and maintaining profitable and referenceable customer relationships
  • Experience in proactively identifying, assessing, and mitigating risk during client engagements
  • Experience evaluating sales proposals and statements of work against proposed scope
  • Experience in Banking, Lending, Credit Union or related Fintech preferred
  • Bachelor’s Degree; MBA a strong plus
  • Willingness to travel & work on site up to 30% of the time is required



Technical Skills: Primary Responsibilities:


Portfolio Oversight and Account Management

  • Oversee portfolio, ensure client success & referenceability
  • Partner with Client to grow client value in the current and future client engagements
  • Ensure/establish visibility into Client’s strategic objectives and aligned roadmap
  • Ensure healthy cross-functional team culture
  • Ensure alignment with Salesforce and other Silverline partners
  • Develop deep rooted relationships with our clients

Project Oversight

  • Responsible for overall project success including delivery and methodology accountability
  • Responsible for successful kickoff, discovery, build, testing & go live oversight
  • Responsible for educating teams and clients on industry best practices

Professional Services Oversight

  • Engagement quality accountability
  • Margin & utilization accountability
  • Escalation support for project manager and clients
  • Facilitate seamless transition to client services or client's internal team

Client Acquisition

  • Partner with prospect on business objectives and align engagement approach
  • Oversee estimation & drive engagement staffing
  • Ensure professional services teams are set up for success and client readiness for engagement start

Practice Development

  • Partner with Industry Leadership to curate “standard” engagement approaches for use in Client Acquisition efforts
  • Continuously assess and improve Methodology & processes
  • Represent Silverline brand within professional networks
  • Leverage deep knowledge and experience in working with Banks, Credit Unions, and other lenders to enhance and evolve around the challenges, trends, and business goals for these organizations
  • Ensure a constant and dedicated focus on ensuring the best possible experience through sales and delivery excellence
  • Author Blog Posts/Whitepapers/Position Papers

People

  • Foster a learning culture resulting in consultant growth and client value realization acceleration
  • Coach and mentor staff
  • Recruit & Interview as required to build a world class consulting organization.



Certifications Prefered:

  • Salesforce Administrator Certification
  • Salesforce Sales Cloud Consultant Certification
  • Salesforce Service Cloud Consultant Certification
  • Salesforce Financial Services Cloud
  • nCino Certification(s)
  • PMP Certification


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