Description

Join us in cultivating a collaborative workplace driven by unique perspectives. We’re proud PwC advances a culture that helps everyone to thrive. It's one of the reasons we're recognized as a "Top Company" to work for in Canada. As you ignite a meaningful career and build a network that’ll last for life, you'll work with people from diverse backgrounds and industries to help solve important problems, empowered by technology to turn today's ideas into tomorrow's solutions. We cultivate an environment in which our differences are embraced and our people feel comfortable bringing their whole selves to work. An empowering and diverse environment starts with you. Are you ready to get started?

Join us in cultivating a collaborative workplace driven by unique perspectives. We’re proud PwC advances a culture that helps everyone to thrive. It's one of the reasons we're recognized as a "Top Company" to work for in Canada. As you ignite a meaningful career and build a network that’ll last for life, you'll work with people from diverse backgrounds and industries to help solve important problems, empowered by technology to turn today's ideas into tomorrow's solutions. We cultivate an environment in which our differences are embraced and our people feel comfortable bringing their whole selves to work. An empowering and diverse environment starts with you. Are you ready to get started?

A career within front office client insights consulting, will provide you with the opportunity to shape the future of customer interaction models, client journeys and day in the life of the advisor experiences that enable sustained change, and drive measurable business results. You’ll focus on understanding & mapping your client’s challenges and shaping custom platform enabled solutions powered by Salesforce to transform their client experience & interaction management capabilities by enabling insight and data in context, managing customer life stages & cycles, strategically building and leveraging online communities, driving employee engagement and collaboration, and connecting directly with channel partners to share goals, objectives, and activities in a secure, branded location.

Important point to consider

COVID-19 Vaccination Policy: Putting the safety of our people and clients first as we look to a hybrid future: The health, well-being and safety of our colleagues, clients, and communities is our number one priority. Vaccinations have proven to reduce the risk of COVID-19. Effective Friday, October 1, 2021, PwC Canada requires all partners, staff, contractors and visitors to be fully-vaccinated when entering a PwC location, subject to applicable legal exemptions. At PwC, the future ways of work will be a hybrid of in-person and virtual, allowing choice and flexibility to explore new ways of working and collaborating. Read this press release for further details.

What you’ll create and do

As a Manager, you’ll work as part of a team of problem solvers, leading the business design of financial services specific interactions from strategy to execution. Responsibilities include but are not limited to:

Designing business interaction solutions that are specific to Financial service client segments: personal financial clients, private banking & wealth clients, Small business clients, Commercial clients, Corporate & institutional clients

Working directly with external clients / end-users and stakeholders to define business requirements, constructing user stories, and developing business acceptance criteria

Providing business solutioning leadership to breakdown front line & advisory interaction change into the requisite platform enablement: Salesforce (and other) platform configuration.

Leading, coaching, guiding and assisting team members to become a high performing team in both advisory and execution engagements

Estimating level of effort for activities and conducting project management activities (e.g, scope management, business solution design, configuration, etc.)

Working on complex deployments, troubleshooting complex problems with order of operations (triggers, workflow and process builder) and articulating theory behind workflow and validation rules as data quality tools

Supporting business development efforts, including fostering professional relationships in industry and preparing responses to requests for proposals is a bonus

What you’ll bring to this role 

An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work

A demonstrated commitment to valuing differences, developing and coaching diverse teams, and ensuring diverse perspectives are heard

A passion for client & advisor experience improvement and a curiosity for client financial interactions that relate to the front office.

Experience within one of the major financial services industry sectors having enabled practical change within that financial industry sector (personal banking, Asset & investment Management, Commercial Banking, P&C insurance, etc…)

Demonstrated core consulting skills combined with leading Salesforce technical competency and enterprise implementation experience with Salesforce tools, offerings and products 

Good mix of hands-on technical, business analysis and interpersonal skills

Extensive experience with the Salesforce platform, including but not limited to Salesforce templates, Communities, lookups and master detail relationships 

One or more Salesforce certifications, including but not limited to: Financial Services Cloud Accredited Professional, Salesforce Certified Administrator, Salesforce Certified Sales Cloud Consultant, Salesforce Certified Service Cloud Consultant, and/or Salesforce Certified Advanced Administrator

Strong understanding of Salesforce security and the limitations of configurations and best practices in when to consider customizations that add business value