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Field Salesforce Consultant at Manulife - ApplyBlast

Field Salesforce Consultant

Manulife

5 months ago

3.9 on Glassdoor

Waterloo, Ontario

Hybrid

Full Time

Senior

0 applicants

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About this role

A Field Salesforce Consultant at Manulife Wealth supports the Financial Services Cloud offering through onsite branch engagements with independent advisors. The role involves assessing current workflows, conducting in-branch workshops, and translating field insights into requirements for the Continuous Delivery Organization to drive platform adoption and efficiency.

Responsibilities

Lead onsite discovery sessions at advisor branches
Develop and present branch-specific Salesforce recommendations
Facilitate in-person enablement workshops and coaching
Translate field insights into clear technical requirements
Partner with delivery teams on solution prioritization

Skills

Qualifications

Salesforce Administrator CertificationFinancial Services Cloud Accredited ProfessionalData Architect CertificationBachelor's Degree

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.