Senior Consultant, Salesforce Financial Services Cloud

West Monroe; Chicago (IL); Hybrid; USD 121,000 - 143,000; Full time

Job summary

An established industry player is seeking a Senior Consultant with expertise in Salesforce Financial Services Cloud. This role involves collaborating with clients to design and implement Salesforce solutions, ensuring alignment with business needs. You will lead workshops, manage project timelines, and facilitate user training. Join a dynamic team that values collaboration and innovation, where your contributions will make a significant impact in the financial services sector. This hybrid position offers flexibility while allowing you to engage directly with clients and drive meaningful change.

Benefits

Medical insurance

Dental insurance

Vision insurance

401k plan

Employee stock ownership program

Unlimited flexible time off

Paid parental leave

Paid holidays

Qualifications

• Minimum of 5 years of experience in Salesforce consulting preferred.
• Deep understanding of the Salesforce platform, especially Financial Services Cloud.

Responsibilities

• Lead Salesforce solution design sessions from identified user stories.
• Manage project status, timelines, and risks for overall projects.

Skills

Salesforce Financial Services Cloud

Salesforce consulting

Business process review

Project management

Communication skills

Education

College degree or equivalent experience

Tools

Salesforce

Job description

Join to apply for the Senior Consultant, Salesforce Financial Services Cloud role at West Monroe

3 weeks ago Be among the first 25 applicants

Join to apply for the Senior Consultant, Salesforce Financial Services Cloud role at West Monroe

Get AI-powered advice on this job and more exclusive features.

Are you ready to make an impact?

West Monroe is searching for a Salesforce expert to join our team as a Senior Consultant within our Technology & Experience practice. In this role, you’ll collaborate with clients to establish the project vision, analyze business requirements, design Salesforce solutions, manage projects and lead Salesforce implementations.

Are you ready to make an impact?

West Monroe is searching for a Salesforce expert to join our team as a Senior Consultant within our Technology & Experience practice. In this role, you’ll collaborate with clients to establish the project vision, analyze business requirements, design Salesforce solutions, manage projects and lead Salesforce implementations.

Responsibilities

• Demonstrate strong Salesforce Financial Services Cloud product knowledge skills, including a thorough understanding of how to interpret customer business needs and translate those needs into technology and operational requirements.
• Lead business process review sessions to identify user stories/requirements
• Lead Salesforce solution design sessions from the identified user stories/requirements
• Responsible for the build activities via the configuration on the Salesforce Platform
• Facilitate business process reviews to identify client requirements and processes.
• Facilitate unit, system and end-user testing
• Support end-user training and documentation
• Manage project status, timelines, risks for overall project or individual workstream
  
  

Qualifications

• College degree, or equivalent experience required
• Minimum of 5 years of experience in Salesforce consulting preferred
• Deep understanding of the Salesforce platform, with specific expertise in Salesforce Financial Service Cloud.
• Experience in the Financial Services industry (Banking, Wealth Management, etc.), with a strong understanding of industry-specific challenges and opportunities.
• Experience leading discovery workshops, including the facilitation of large audiences, solution presentations, and prototype demonstrations.
• Excellent organizational, verbal, presentation/facilitation, and written communication skills.
• Ability to travel to client sites 30-50%.
• Hybrid role, 1 to 2 days in the office per week.
• Candidates must be eligible to work in the United States without limitation.
  
  

Based on pay transparency guidelines, the salary range for this role is listed below. Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.

Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.

Chicago

$121,600—$143,000 USD

Other consultancies talk at you.

At West Monroe, we work with you.

We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.

The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.

At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.

You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.

West Monroe is an Equal Employment Opportunity Employer

We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visitwww.westmonroe.com/inclusion.

If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linkedhere.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

Referrals increase your chances of interviewing at West Monroe by 2x

Get notified about new Senior Consultant Financial Services jobs in Chicago, IL.

Vice President, Portfolio Valuation and Fund Advisory Services – Multiple Locations

Chicago, IL $145,000.00-$225,000.00 2 weeks ago

Transaction Advisory Services Director (Business Transformation)

Chicago, IL $165,000.00-$330,000.00 6 days ago

Chicago, IL $150,000.00-$200,000.00 2 weeks ago

Sr.Consultant- Banking Risk/Marketing Analytics

Chicago, IL $110,000.00-$130,000.00 5 days ago

Oak Brook, IL $130,000.00-$160,000.00 3 weeks ago

Transaction Advisory Services Senior Manager - CPA

Chicago, IL $140,000.00-$210,000.00 1 week ago

Chicago, IL $150,000.00-$200,000.00 2 weeks ago

Transaction Advisory Services Senior Manager

Elmhurst, IL $125,000.00-$160,000.00 4 days ago

Chicago, IL $120,000.00-$180,000.00 2 weeks ago

Chicago, IL $112,700.00-$169,100.00 1 week ago

SAP - Financial Services - Financial Planning and Analysis - Senior - Consulting - Location OPEN

Deal / Transaction Advisory Services Manager

Chicago, IL $124,910.00-$270,620.00 3 days ago

PEPI: Senior Associate, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)

Chicago, IL $100,000.00-$150,000.00 1 day ago

SAP - Financial Services - Senior Consultant - Technology Consulting - Location OPEN

Senior Consultant, Accounting and Finance Advisory Services

PEPI: Associate, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)

Financial Analysis Vice President - Finance & Business Management

IT Audit Consultant (Director or Sr. Mgr Level)

MMB Multinational Advisory Central Zone Leader

Partner- Transaction Advisory Services (TAS)

Financial Services Internal Audit Senior Consultant

Chicago, IL $74,100.00-$147,800.00 3 days ago

Finance Insights and Transformation Finance GenAI Senior Consultant

Deerfield, IL $63,100.00-$101,200.00 1 day ago

Decision Support, Consultant (Advisory Services)

Chicago, IL $70,000.00-$90,000.00 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.