As part of the Financial Services Practice, the Services Lead is a hybrid style role that is accountable for the overall success of a portfolio of Financial Services clients ranging from, but not limited to Banking & Lending, Capital Markets, Wealth & Asset Management, Investment Banking. The role has also been referred to as a "seller-doer", "techno-functional", "applied technologist" or "traditional senior manager role in a large consulting firm". This role is expected to manage successful solution delivery for a portfolio of projects & clients, sell/influence client attainment and grow the client base, recruit, mentor and develop staff as well as help promote and grow the practice with marketing activities and/or support for internal initiatives. Ideal candidates will have a deep Salesforce consulting and technology background with a proven record of establishing C-Level relationships that evolve into being a trusted advisor of the most senior, and influential, executives. This takes experience operating in often complex and matrixed organizations with different business goals and priorities.
Years of experience needed - 10+
Required Experience & Qualifications:
10+ years management/technology consulting or similar experience
5+ years Salesforce Consulting experience
Experience within Financial Services
Direct experience with Sales/CRM, Salesforce.com (Financial Services Cloud), nCino, Vlocity implementation experience
Experience working in an Agile/Scrum environment
Hands on Project Management experience for large scale implementation
Program Management experience overseeing a portfolio of clients and/or projects
Experience managing a team of up to 10 direct reports
Experience working with and advising senior executives
Experience in the sales cycle helping clients with vision, working with internal partners to shape proposals, and hands on contract writing
Strong communication, writing, and presentation skills
Experience working independently and with virtual teams inclusive of on, near and offshore.
Proven track record of developing and maintaining profitable and referenceable customer relationships
Experience in proactively identifying, assessing, and mitigating risk during client engagements
Experience evaluating sales proposals and statements of work against proposed scope
Experience in Banking, Lending, Credit Union or related Fintech preferred
Bachelor's Degree; MBA a strong plus
Willingness to travel & work on site up to 30% of the time is required
Partner with Client to grow client value in the current and future client engagements
Ensure/establish visibility into Client's strategic objectives and aligned roadmap
Ensure healthy cross-functional team culture
Ensure alignment with Salesforce and other Silverline partners
Develop deep rooted relationships with our clients
Project Oversight
Responsible for overall project success including delivery and methodology accountability
Responsible for successful kickoff, discovery, build, testing & go live oversight
Responsible for educating teams and clients on industry best practices
Professional Services Oversight
Engagement quality accountability
Margin & utilization accountability
Escalation support for project manager and clients
Facilitate seamless transition to client services or client's internal team
Client Acquisition
Partner with prospect on business objectives and align engagement approach
Oversee estimation & drive engagement staffing
Ensure professional services teams are set up for success and client readiness for engagement start
Practice Development
Partner with Industry Leadership to curate "standard" engagement approaches for use in Client Acquisition efforts
Continuously assess and improve Methodology & processes
Represent Silverline brand within professional networks
Leverage deep knowledge and experience in working with Banks, Credit Unions, and other lenders to enhance and evolve around the challenges, trends, and business goals for these organizations
Ensure a constant and dedicated focus on ensuring the best possible experience through sales and delivery excellence
Author Blog Posts/Whitepapers/Position Papers
People
Foster a learning culture resulting in consultant growth and client value realization acceleration
Coach and mentor staff
Recruit & Interview as required to build a world class consulting organization.