Salesforce Senior Consultant, Insurance, Functional Transformation

Deloitte • Boston, MA • 3h ago

Our Deloitte Sales & Service team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce

Recruiting for this role ends on December 31, 2026.

Work you'll do

As a Senior Consultant on the Sales & Service team, you will be responsible for identifying business requirements, requirements management, functional design, prototyping, process design (including scenario design and flow mapping), testing, training, defining support procedures, and supporting implementations.

A successful candidate would possess these skills:

Ability to work independently and collaborate as part of a team

Effective written and verbal communication skills

Meticulous attention to detail and quality of work product

Ability to build and sustain professional relationship

Ability to lead projects or workstreams

Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment

Strong interpersonal skills and professional demeanor

Ability to meet deadlines

Ability to provide clear guidance to others

The team

Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets.

Qualifications

Required

6+ years of consulting and Salesforce experience, including program and workshop design

2+ full life-cycle Salesforce implementations in at least two Salesforce clouds: Sales Cloud, Service Cloud, or Experience Cloud, and Financial Service Cloud

1+ years in the Financial Services - Insurance industry

Experience in Lightning (Aura and LWC)

Bachelor's degree in computer science, information systems, or a technology field; or equivalent years of experience.

Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.

Limited immigration sponsorship may be available.

Preferred

Salesforce certifications

Experience in one or more industries such as Financial Services, Life Sciences, Health Care, Manufacturing, Technology, Retail, or Media

Experience presenting to technical and non-technical audiences

Experience implementing CRM platforms (SAP CRM, Oracle Sales Cloud, Microsoft Dynamics) or CPQ technologies (BigMachines, Apttus, Cameleon)

Advanced degree in a relevant field

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,300 to $189,900.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Customer_US

SS_US

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Go to Apply

Experience Design (XD) I, Design Operations - Bank of America Experience Design

Bank of America • Boston, MA • 22h ago

Finance, Accounting & Banking

Experience Design (XD) I, Design Operations - Bank of America Experience Design San Francisco, California;Seattle, Washington; Charlotte, North Carolina; Pennington, New Jersey; Boston, Massachusetts; New York, New York...

22h ago

Go to Apply

Private Banking Business Development Officer II

Eastern Bank • Boston, MA • 22h ago

Finance, Accounting & Banking

Hiring Range: $108,896 - $178,901 The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a...

22h ago

Go to Apply

Sr. Solutions Consultant - Banking/FS

Pegasystems • Boston, MA • 22h ago

Finance, Accounting & Banking

Sr. Solutions Consultant - Banking/FS Job Category: Pre-Sales Consulting Location: US - Georgia - Remote | US - Massachusetts - Remote | US - New York - Remote Meet Our Team: As a key contributor to the Pega Sales Consul...

22h ago

Go to Apply

Strategy& Consumer Banking & Payments Consulting Senior Associate

PwC • Boston, MA • 22h ago

Finance, Accounting & Banking

Specialty/Competency: Corporate and Business Strategy Industry/Sector: FS X-Sector Time Type: Full time Travel Requirements: Up to 80% The Opportunity As a Strategy& Consumer Banking & Payments Consulting Senior...

22h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

Similar Jobs

ICP Finance Manager (M4) *HYBRID*

Finance Manager - Product Finance

Lead II Accountant - Marketplace

Deals - Capital Markets Accounting Advisory Services - Director

Financial Services - Senior - Data Scientist - EDGE

Experience Design (XD) I, Product Design - Bank of America Experience Design

Experience Design (XD) I, Design Operations - Bank of America Experience Design

Private Banking Business Development Officer II

Sr. Solutions Consultant - Banking/FS

Strategy& Consumer Banking & Payments Consulting Senior Associate

ICP Finance Manager (M4) HYBRID