Vantage Point

Vantage Point is a boutique Salesforce Consulting Partner dedicated to prioritizing employees while ensuring client success, specializing in Financial Services and leveraging extensive expertise across all Salesforce products.

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📍 United States

🧭 Full-Time

💸 145000 - 160000 USD per year

🔍 Financial Services

  • 8+ years of consultant experience in a client-facing role.
  • 5+ years of Financial Services Cloud implementation experience.
  • Strong experience leading technical requirements gathering and solution design sessions.
  • Experience with business process documentation, data modeling, and functional design.
  • Expertise in financial services domains like banking, insurance, and wealth management.
  • Experience writing user stories and managing project teams.
  • Enterprise-level experience using Agile methodologies.
  • Experience designing Salesforce integrations and data migrations.
  • Familiarity with third-party solutions and Salesforce's functionality.
  • Strong Salesforce development skills including Apex and Lightning.
  • Experience leading release planning and client training.

  • Design, develop, test, and document scalable business solutions on the Salesforce platform, specifically Financial Services Cloud.
  • Participate in and facilitate customer requirements and solution design workshops.
  • Capture and map business requirements to technical requirements, identifying gaps and risks.
  • Advise on enterprise architecture and assist in developing architectural strategy.
  • Manage and participate in the entire software development lifecycle.
  • Lead design and code reviews, analyze and mitigate issues.
  • Conduct unit, integration, and performance testing.
  • Support pre-sales engagements and write technical specifications.
  • Document build plans and delegate work to the developer team.
  • Articulate the value of recommended solutions to customers.

LeadershipSoftware DevelopmentAgileSalesforceStrategyCollaboration

Posted 2024-10-22
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📍 United States

🔍 Financial Services

  • 5+ years of selling Salesforce solutions, preferably offerings in Sales Cloud, Service Cloud, Marketing Cloud, Communities, Financial Services Cloud.
  • 5-10+ years of experience selling SaaS in the Financial Service vertical market, such as Wealth Management, Banking, Insurance, Investment firms, or other financial institutions.
  • Experience selling to both SMB and Commercial Market accounts.
  • Proven skills in working in a channel partnership relationship sales capacity.
  • Strong consultative sales approach and discovery/probing skills.
  • Ability to articulate ROI and present cases for implementing Salesforce solutions.
  • Ability to meet and exceed sales goals.
  • Forecasting and delivering on expected projections.
  • Creating presentations that clearly outline benefits, objectives, and goals for clients while providing a roadmap to meeting customer goals.
  • Highly effective communication skills with all levels of vendors, clients, internal partners, and resources.

  • Establish and foster relationships with Salesforce Account Executives and work collaboratively to engage new clients.
  • Cultivate leads and prospect for new clients within the Salesforce ecosystem.
  • Understand the business needs, goals, and pain points of each client.
  • Lead and manage all phases of the sales cycle.
  • Prospecting, lead qualification, project scopes, generating presentations and SOWs, and negotiating contracts as required.
  • Collaboration with technical delivery resources to ensure estimates align with delivery standards.
  • Ability to translate customer requirements into multi-phase roadmaps with scope and estimates.
  • Understanding of, and ability to articulate more complex features of Salesforce to ensure customer understanding during sales cycle.

LeadershipBusiness DevelopmentProduct ManagementSalesforceCross-functional Team LeadershipBusiness developmentCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-10-13
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