Solution Advisor
4 weeks ago
Job Description
Job Description Salary: DOE
ABOUT US
ECHO Technology Solutions (ECHO) is a Salesforce consulting firm headquartered in San Francisco. We take pride in the quality of services we provide for our clients and always go the extra mile to earn their trust. Our clients are spread across several industries and include some of the most prominent organizations in the San Francisco Bay Area and across the globe. ECHO has been providing business application software development, custom Salesforce implementations, data migrations, development support, marketing automation, integrations with third-party apps, and business analytics to organizations since 2002. Our team has successfully completed over 500 software development projects, serving organizations ranging in size from 25 to 25,000 employees. Headquartered in San Francisco, ECHO’s global team also operates in Bosnia and Herzegovina, and Ukraine.
OVERVIEW
We are looking for a Solution Advisor to collaborate with clients from the pre-sales process throughout implementations and ongoing support agreements. This position requires a balance of functional and technical expertise and will work as part of the service delivery team working alongside project managers, developers, and administrators to effectively support the Echo’s various clients. As part of our service, we not only build high-quality software solutions but also act as advisors to our clients.Aside from the rich technical background and experience, the qualifying individual needs to be highly resourceful and able to present highly complex information equally well to C-level executives or a developer community. Solutions Advisors need strong interpersonal skills, a confident presence, testing experience, project management skills, and root cause analysis abilities.
We are looking for candidates who have a natural curiosity and desire to understand and improve client systems, and who take pride in the ability to make high-level recommendations to clients and in designing solutions. The ideal candidate would be someone with technical management and a technical understanding. We want to be sure that you can analyze information and to be able to take that information and glean insights for the project.
MAIN DUTIES AND RESPONSIBILITIES:
Understand the client’s business to contribute to the design of effective solutions; always recommend the best solution for the client’s needs and in the client’s best interest.
Work directly with clients to facilitate business process analysis and design sessions, gather requirements, and develop and deliver technology solutions.
Maintain high levels of current skills in software-as-a-service (SaaS) architecture, solution design, and salesforce.com technologies and best practices.
Design, present and communicate recommendations and solutions in a logical and easy-to-understand way to clients, including non-technical clients.
Support business development efforts through pre-sales engineering, contributing proper information, tools, estimates, and subject matter expertise.
Collaborate closely with Project Managers to ensure the timely delivery of high-quality projects within budget.
Create solution roadmaps and work with the business to define and agree on implementation approaches for these roadmaps.
Play a substantive role in projects, including project planning, economics, and quality management.
Resolve complex client problems or disputes in a professional manner.
You need to use your ability to navigate between different interests within the client organization and build a compromise.
Onboarding new clients and building long-term relationships with key clients.
Stay abreast of industry developments, emerging technologies, and competitive trends. Continuously enhance knowledge and skills through training, certifications, and professional development activities.
KEY REQUIREMENTS
3+ years of Salesforce experience with technical implementations.
Salesforce Certifications required.
Firm knowledge of Salesforce product and platform features, capabilities, and use cases.
Strong problem-solving, decision-making, client-management, and communication skills.
Formal project management training and familiarity with agile software delivery methodologies, such as Scrum.
Broad IT expertise and knowledge of solutions development, testing, components, integrations and architectures.
Proven experience in a client-facing role, such as consulting, sales engineering, or solution architecture.
Experience with nonprofit and for-profit organizations.
Strong analytical and problem-solving skills. Ability to translate client requirements into actionable solutions.
Ability to explain complex technical concepts in business-friendly terms to clients.
Ability to work with different client profiles and clients with different cultural backgrounds.
Understanding budget, contracts, and timeline.
Deep understanding of enterprise software solutions, cloud technologies, and digital transformation initiatives. Familiarity with industry-specific solutions (e.g., CRM, ERP, BI) is a plus.
Experience with international teams and clients is a plus.
WHAT YOUWILL LOVE ABOUT US:
Opportunity to be part of a skilled and highly motivated group of people.
Educational support - conferences, courses, training.
Growth opportunities
ECHO Star program.
Salesforce certificates + bonuses.
Birthday off.
A lot of interesting projects.
Remote work.
Flexible vacation
Occasional visits to our international clients.
If you meet therequirementsfor this position and what we offer sounds like a fair deal to you, don't waste any more time Become a part of our story by sending your application, including your CV tohr@echots.com
remote work
#J-18808-Ljbffr
-
Solution Advisor
4 weeks ago
San Francisco, United States Echo Technology Solutions Full timeJob DescriptionJob DescriptionSalary: DOEABOUT US ECHO Technology Solutions (ECHO) is a Salesforce consulting firm headquartered in San Francisco. We take pride in the quality of services we provide for our clients and always go the extra mile to earn their trust. Our clients are spread across several industries and include some of the most prominent...
-
Merrill Financial Solutions Advisor
2 weeks ago
San Francisco, United States Bank of America Full timeDescription : This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to...
-
Merrill Financial Solutions Advisor
1 week ago
San Francisco, United States Bank of America Full timeDescription : This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to...
-
Merrill Financial Solutions Advisor
3 weeks ago
San Francisco, United States Bank of America Full timeMerrill Financial Solutions Advisor - San Francisco Market page is loaded Merrill Financial Solutions Advisor - San Francisco Market Apply locations San Francisco Mill Valley time type Full time posted on Posted 7 Days Ago job requisition id 24015103 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better...
-
Small Business Representative
1 month ago
San Antonio, United States ADT, Inc. Full timeA self-motivated, tech savvy individual driven to succeed. Someone who connects with people and enjoys meaningful interactions while expanding their network. Plus, strives to deliver great a customer experience by building relationships and exhibitin Solutions Advisor, Business, Representative, Solutions, Advisor, Customer Experience, Technology
-
San Antonio, United States Marsh & McLennan Companies, Inc. Full timeOur not-so-secret sauce. As our Senior Client Advisor on the Client Advisor Commercial Lines Business Solutions, youll successfully support a high volume book of business to our clientele and work alongside tenured colleagues to gain experience a Client Advisor, Solutions, Business, Commercial, Advisor, Solution, Business Services
-
Wealth Advisor
3 weeks ago
San Francisco, United States BakerAvenue Full timeJob Description Job Description Salary: $150k - $250k (based on experience) Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make...
-
Financial Advisor
4 weeks ago
San Francisco, California, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at The Golden 1 Credit Union in San Francisco, CA would allow you to join the Investment Program at The Golden 1 Credit Union as a Financial Advisor associated with LPL...
-
Financial Advisor
2 weeks ago
San Francisco, California, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at The Golden 1 Credit Union in San Francisco, CA would allow you to join the Investment Program at The Golden 1 Credit Union as a Financial Advisor associated with LPL...
-
Wealth Advisor
3 weeks ago
San Francisco, United States Baker Avenue Full timeSince 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are...
-
Wealth Advisor
2 weeks ago
San Francisco, United States Baker Avenue Full timeSince 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are...
-
Wealth Advisor
3 weeks ago
San Francisco, United States BakerAvenue Full timeJob DescriptionJob DescriptionSalary: $150k - $250k (based on experience)Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make...
-
Wealth Advisor
2 weeks ago
San Francisco, United States BakerAvenue Full timeJob DescriptionJob DescriptionSalary: $150k - $250k (based on experience)Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make...
-
Private Banking Advisor
2 months ago
San Francisco, United States Comerica Bank Full timePrivate Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished...
-
Private Banking Advisor
2 months ago
San Francisco, United States Comerica Full timePrivate Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished...
-
Solutions Architect
6 days ago
San Francisco, United States Anthropic Full timeAs a member of the Solutions Architects team at Anthropic, you will drive the adoption of frontier AI by developing bespoke LLM solutions for top enterprises. You’ll leverage your customer-facing experience and technical skills to architect innovative solutions that address our customers' business needs, meet their technical requirements, and provide a...
-
Small Business Representative
2 weeks ago
San Antonio, United States ADT Full timeJob DescriptionADT Is Continuing To Grow! Hiring Solutions Advisors Today. $1,500 Sign-On Bonus!Do you want to do a job that could potentially save lives every day? Do you want to be on the forefront of a technology partnership that will help create the future of smart security and automation?Then today is a good day to become an ADT Solutions Advisor for...
-
Small Business Representative
2 weeks ago
San Antonio, United States Defenders Full timeCompany Overview:ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day. Our continuous innovation, advanced technology and strategic partnerships deliver products and services that help protect life and...
-
Credit Solutions Advisor
1 day ago
San Antonio, United States Credit Human Full timeJob DescriptionJob DescriptionWe are seeking a Credit Solutions Advisor - Auto Collections for the Auto Credit Solutions Department. The purpose of the Credit Solution Advisor/Collector position is to resolve delinquency on auto loans. The role requires daily phone calls, processing payments, and collection activity letters. The Collector is accountable for...
-
Wealth Advisor
1 week ago
San Francisco, United States BakerAvenue Full timeSince 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are...
