LOCATION: U.S. Virtual (Remote)

Salesforce Services Delivery Director

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 Delivery Director is to drive successful planning and delivery of Salesforce Services consulting projects. The Delivery Director will have accountability of a portfolio of services projects, with accountability for successful delivery. The Delivery Director will collaborate with executive leadership, finance, HR, Skience product and sales teams to achieve client objectives.

Apart from project oversite and client relationship management, the Delivery Director also acts as a strategic advisor, in order to help clients understand how to use Salesforce CRM technologies to achieve business transformation objectives for enterprise scale projects.

What You’ll Do:

• Collaborates with Sales team to solution and estimate new services opportunities.
• Accountable for scoping, planning and staffing projects, including writing Statements of Work.
• Provides direction for project managers and other project leaders, including review of planning deliverables, such as schedules, resource plans, sprint plans, budgets, etc.

• Drive identification and resolution of key project risks and issues.
• Point of escalation for project team performance or other client concerns
• Accountable for delivering on Statements of Work and achieving client objectives.
• Develop and nurture trusted adviser relationships with clients
• Identifies and assists sales team with growth of existing accounts, including scoping, estimation, proposals and SOW.
• Influence and coach customers on Salesforce delivery best practices.
• Coach, supervise, mentor and develop delivery team resources.
• Achieve project profitability goals.
• Participate in interviewing and hiring for our growing delivery team.

Must Haves:

• Bachelor's degree, Masters in business, finance or technology a plus
• 15+ years consulting experience delivering CRM and cloud solutions.
• 5+ years consulting experience delivering Salesforce
• 10+ years of technology Project/Engagement Management experience
• In-depth understanding of Agile Best Practices
• Expert level consultative and communication skills, including both technology and “management consulting” skills.
• Consulting experience for another Salesforce partner preferred.
• Hands-on SDLC lifecycle and “enterprise” solution experience.
• 2+ years managing a portfolio of technology projects concurrently.
• Familiarity with PMI project management standards.
• Salesforce.com certification (Administrator plus Sales Cloud, and/or Service Cloud) preferred
• A proven track record of consistent, successful delivery.
• Willingness to travel up to 50%

Nice to Haves:

• Experience with Financial Services / Wealth Management clients highly preferred
• Experience with Financial Services Cloud (FSC) delivery preferred.
• Project Management Certification (PMP) or Scrum Master Certification 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!

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.