Manulife Wealth Field Salesforce Consultant

Support advisor performance at Manulife Wealth with your expertise as a Field Salesforce Consultant. This hybrid position emphasizes consulting while optimizing the usage of Salesforce Financial Services Cloud with leading advisors.
With your extensive Salesforce knowledge, you will engage with advisors to analyze workflows and identify opportunities for improvement. A background of at least five years in Salesforce and experience in the financial services sector are crucial as you lead in-branch workshops, facilitate tailored training, and ensure effective process alignment. You'll turn insights into clear requirements, enhancing overall productivity.
Key Responsibilities:
• Conduct onsite discovery and workflow assessments
• Provide tailored recommendations for increased efficiency
• Facilitate onboarding and ongoing coaching sessions
• Set and track engagement outcomes with stakeholders
• Collaborate with internal teams for comprehensive support
Requirements:...