Salesforce Senior Consultant, Insurance, Functional Transformation

Salesforce Senior Consultant focused on functional transformation within the Insurance industry, leveraging strategies, advanced analytics, and Generative AI to enhance customer experiences and drive growth. Responsibilities include business requirements identification, functional design, prototyping, process design, testing, training, and implementation support.

What you'd actually do

  1. identifying business requirements
  2. requirements management
  3. functional design
  4. prototyping
  5. process design (including scenario design and flow mapping)
  6. testing
  7. training
  8. defining support procedures
  9. supporting implementations

Skills

Required

  • 6+ years of consulting and Salesforce experience, including program and workshop design
  • 2+ full life-cycle Salesforce implementations in at least two Salesforce clouds: Sales Cloud, Service Cloud, or Experience Cloud, and Financial Service Cloud
  • 1+ years in the Financial Services - Insurance industry
  • Experience in Lightning (Aura and LWC)
  • Bachelor's degree in computer science, information systems, or a technology field; or equivalent years of experience.
  • Ability to travel 50%, on average

Nice to have

  • Salesforce certifications
  • Experience in one or more industries such as Financial Services, Life Sciences, Health Care, Manufacturing, Technology, Retail, or Media
  • Experience presenting to technical and non-technical audiences
  • Experience implementing CRM platforms (SAP CRM, Oracle Sales Cloud, Microsoft Dynamics) or CPQ technologies (BigMachines, Apttus, Cameleon)
  • Advanced degree in a relevant field