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Salesforce Consultant - Managed Services

Role overview

Qualifications

  • 5+ years in a Salesforce consulting role
  • One or more Salesforce certs: Sales Cloud Consultant, Service Cloud Consultant, Community Cloud Consultant, or Financial Services Cloud Accreditation
  • A background in a regulated industry is a big plus

Responsibilities

  • Own ongoing client relationships β€” you're their go-to, day in and day out
  • Lead delivery all phases of managed service engagements, from onboarding through continuous improvement cycles
  • Run process workshops and strategic conversations around sales, service, marketing automation, and operations
  • Proactively identify opportunities to improve and expand what Salesforce is doing for your clients, don't wait to be asked

Key facts

Other skills

  • Proactivity
  • Problem Solving
  • Time Management
  • Teamwork

About the company

Vantage Point logo

Vantage Point

At Vantage Point, we are your trusted partner for Salesforce and HubSpot solutions specifically designed for financial services firms. Founded by industry veteran David Cockrum, our consultancy was born from the deep insight gained while managing operations at a rapidly expanding wealth management firm. We specialize in delivering strategic advisory, implementation, integration, managed services, and AI-powered solutions tailored exclusively for wealth management, banking, insurance, and fintech organizations. Our expertise includes Salesforce Financial Services Cloud, comprehensive HubSpot integrations, automated workflow enhancements, and personalized client engagement powered by Salesforce AI technologies. Our mission is clear: empower financial institutions to overcome technology hurdles, optimize client experiences, and drive sustainable growth through innovation, collaboration, and unmatched industry expertise. Why Vantage Point? βœ”οΈ Exclusive financial services expertise βœ”οΈ Certified Salesforce & HubSpot partners βœ”οΈ Proven AI-driven solutions for measurable results βœ”οΈ Personalized approach with senior-level consultants βœ”οΈ Long-term strategic partnershipsβ€”95%+ client retention rate Transform your technology investments into meaningful outcomes. Connect with us today to explore how we can help your financial services firm thrive.

Company details

Company size11 - 50

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Job description

Vantage Point is hiring a Salesforce Consultant to join our growing team.



We're looking for someone who loves building long-term client relationships and thrives in a managed services environment, not just wrapping up a project and moving on. You'll be a trusted advisor to our clients, helping them continuously get more out of Salesforce and other cloud technologies over time.

Our clients range from local small businesses to large multinational enterprises, and you'll be the person they count on to keep things running, improving, and evolving.


This is a 100% remote role.


What You'll Be Doing

  • Own ongoing client relationships β€” you're their go-to, day in and day out
  • Lead delivery all phases of managed service engagements, from onboarding through continuous improvement cycles
  • Run process workshops and strategic conversations around sales, service, marketing automation, and operations
  • Proactively identify opportunities to improve and expand what Salesforce is doing for your clients, don't wait to be asked
  • Keep deliverables on track, on time, and high quality
  • Jump into pre-sales conversations and help shape proposals when needed
  • Help the team grow by sharing what you know and brainstorming solutions together


What We're Looking For

  • 5+ years in a Salesforce consulting role
  • One or more Salesforce certs: Sales Cloud Consultant, Service Cloud Consultant, Community Cloud Consultant, or Financial Services Cloud Accreditation
  • A background in a regulated industry is a big plus


You're Probably a Great Fit If You...

  • Actually enjoy the relationship side of the job just as much as the technical side
  • Are proactive β€” you spot problems before clients do and come with solutions ready
  • Stay cool under pressure and can juggle multiple clients and priorities at once
  • Pick up new tools and technologies quickly (bonus points for Mulesoft, Jitterbit, or Informatica experience)
  • Can work independently and confidently lead enterprise-level engagements without needing a lot of hand-holding
  • Are a team player who lifts others up, not just someone who checks boxes
  • Bring good energy, both internally and in front of clients

Apply once. Then go straight to the hiring manager.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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