Brightmark is a leading Salesforce Consulting Partner, with a focus on serving clients in the Financial Services industry out of our home office just north of Toronto. Founded by an accomplished 12-year Salesforce veteran, our expert team builds, trains, and supports every facet of the Salesforce ecosystem: Sales Cloud, Service Cloud, Communities, Pardot and other custom applications built on the Salesforce platform or AppExchange. With a roster of certified consultants, analysts, developers and technical architects, there is no Salesforce task that exceeds our expertise. Our clients include prominent wealth and asset management firms, private equity, insurance and mortgage brokerages, lenders and fintech companies.

Job Overview

Brightmark is actively seeking a motivated and energetic Salesforce Consultant who will be responsible for managing and owning the end-to-end delivery of Salesforce implementations for our clients. A successful candidate will be experienced with scoping projects, understanding business pains, and using that information to map those challenges to real-world Salesforce solutions. We’re looking for someone equally as adept at keeping a project in scope and on budget as they are at building and managing client relationships and expectations.

Responsibilities & Duties:

  • Owning and leading the Brightmark project team in successfully executing the full project lifecycle, from scoping through to go-live and end user training
  • Leading the capture of Business Requirements, then applying your business acumen and industry knowledge to scope the project in detail
  • Translating those requirements into the Salesforce Solution Design, mapping requirements to both standard and custom Salesforce functionality
  • Tracking and being responsible for all Project Management metrics, including budget, scope, timeline and quality of work
  • Overseeing the build phase of the prototype, either through delegation or getting hands-on as required, executing Quality Assurance, and managing the project’s Analyst and Developer resources
  • Overseeing the loading of data into Salesforce to support training and/or go-live, and the transformation of existing data within Salesforce as required to align with an updated data model
  • Leading the execution of User Acceptance Walkthroughs with the Client, overseeing the project team’s refinements to the prototype based on feedback provided by the Client
  • Leading End User Training and Salesforce Administrator Training
  • Developing comprehensive End User Training Documentation as required
  • Supporting Clients in resolving post go-live questions and requests
  • In partnership with the Sales organization, identifying future phases of work and outlining a Salesforce platform roadmap for the Client based on the current scope of work
  • Selling the value of Brightmark post go-live support to ensure successful go-live and maintenance of the system
  • Using – and being an expert in – the following tools: Salesforce, Google Suite, MS Office Suite, Salesforce Data Loader

Qualifications:

  • Proven track record leading and managing Salesforce projects end-to-end
  • Ability to map requirements to a solution design within the Salesforce platform
  • Project Management experience in owning the full project lifecycle and project metrics
  • Strong communication and client management skills with experience successfully managing client expectations throughout a project lifecycle
  • Experience with Salesforce, Data Loader, Project Management Tools, Google Suite and Microsoft Office Suite is required
  • The following Salesforce certifications are strongly recommended:
    • Salesforce Certified Administrator
    • Salesforce Certified Sales Cloud Consultant