LOCATION: U.S. Virtual (Remote)

Salesforce Engagement Manager

Who are we?

Skience transforms the way that businesses within the Financial Services industry operate by offering Salesforce focused advisory and CRM implementation services in addition to our own cloud-based, industry-leading, enterprise-class digital platform for broker-dealers and RIAs to companies in the Wealth Management sector. Our clients range from small companies to Fortune 500 businesses and we’re growing rapidly.

Description:

The core function of the Engagement Manager is to develop and manage full project life-cycle, scope, budget, timeline, resources, deliverables, issues and escalations while continually setting client expectations and transition to support after go-live. The Senior Engagement Manager will collaborate with project, leadership, and sales teams to bring thought leadership and the full scope of Skience’s in-house expertise to your engagements.

Apart from tactical project oversite and client relationship managers, Engagement Managers also act as strategic advisors in order to help clients understand how to use both Salesforce CRM and Skience platform technologies to achieve not one, but multiple business transformation objectives for enterprise scale projects.

What You’ll Do:

• Lead project teams in development and execution of project plans including management of scope, schedule, budget and quality
• Overall responsibility for project success and customer success
• Optimize plans and resources to deliver maximum value to client
• Develop and nurture trusted adviser relationships with clients
• Assist with Account Planning/Management and other pre-sales activities with new and existing accounts.
• Leverage Skience Intellectual Property to drive customer value
• Influence and coach customers throughout their Salesforce journey
• Coach, mentor and develop junior resources
• Make decisions that positively impact Customer, Departmental, and Individual metrics

Must Haves:

• Bachelor's degree and/or equivalent combination of education and work experience, MBA is a plus
• 7+ years consulting experience with Salesforce.com, CRM or other Cloud front office technology solutions
• 4+ years of Project Management experience
• In-depth understanding of Agile Best Practices
• Familiarity with PMI processes and procedures
• Salesforce.com certification (Administrator, Sales Cloud or Service Cloud) preferred
• Project Management Certification (PMP) or Scrum Master Certification preferred
• Willingness to travel up to 50%

Nice to Haves:

• Experience with Financial Services / Wealth Management clients highly preferred

Why Join Us?

We’re a Salesforce Ventures backed company, with a proprietary product that is just beginning to make inroads within our target market. We just received a round of investment in 2018 and are on track to grow significantly over the next few years. We offer our employees a culture of flexibility while encouraging career growth.

Our goal is to help companies in the wealth management industry deliver a seamless customer experience and our talented employees, and leadership team comprised of experienced Information Technology and Wealth Management industry experts are paving the way for our continued growth and success. We offer competitive compensation, healthcare benefits, 401K, PTO, and the ability to work remotely among other advantages.

Founded in 2001, we have grown through a reputation of doing what is right for our customers. Come see what is waiting for you here at Skience!

Skience is an Equal Opportunity Employer.

At Skience we understand and value diversity in our employees and are proud to be an Equal Opportunity Employer. We hire the best talent regardless of race, creed, color, national origin, ancestry, disability, marital status, sex, age, veteran status or sexual orientation.