What We Believe

At Saasinct, we have an unwavering commitment to diversity and inclusion because everyone deserves to feel valued and accepted at their place of work. Not only is this commitment fundamental to our culture and core values, it makes us more creative and innovative and provides our clients and those we serve in our community with a better experience than they could have otherwise. Everyone at Saasinct shares the responsibility to create, sustain, and celebrate a culture of mutual respect where equal employment and learning opportunities are available to all teammates and candidates.

Equal Employment Opportunity Statement
Saasinct is an Equal Opportunity Employer. We believe that no one should face discrimination because of their differences. Employment decisions at Saasinct are based solely on our business needs, job requirements, and individual qualifications without regard to age, race, creed, color, religion or belief, sex, national, social, or ethnic origin, physical, mental, or sensory disability, veteran status, sexual orientation, gender identity or expression, genetic information, marital, citizenship or any other status protected by the laws or regulations in the places we operate. If you’re great at what you do and committed to the success of your team and customers, then please come exactly as you are.

Working at Saasinct
Our team is our best resource. We believe that a career should be fun, challenging, fulfilling, and constantly developing. We love what we do and we want our company to foster a family feeling where everyone is supported and valued, provided with resources, mentorship, and opportunity to pursue continual learnng and career development. Our customers love what we do -- empowering them to become more tech saavy. To stay true to our mission of creating intelligently designed solutions to our client's business and technical complexities, we will continue to enhance our team with caring, bright, and driven individuals that share our vision and values.

Saasinct is both a registered Salesforce Implementation Partner and Managed Services Provider. We're also woman-owned business that embraces diversity and inclusion, education, and access to career development. Join us and grow your career!

Salesforce Consultant, Financial Services

Remote

Full Time

Mid Level

Salesforce Consultant.
About Saasinct

Saasinct is a woman-owned business that embraces equality, diversity, inclusion, education, and access to career development. As an East Coast-based Salesforce implementation partner, we empower financial services companies and nonprofits to become tech savvy.

We provide our customers with a unique combination of consulting and education, illustrating what a fully integrated technology stack can look like with Salesforce at the center. We win when we earn the trust and ongoing partnership of our customers and we do that by continually finding better ways to collaborate with our clients and community.

Role Overview

As a Salesforce Consultant, you are accountable for the overall success, health, and growth of your assigned client engagements. You serve as the strategic bridge between a client’s business objectives and their Salesforce solution delivery.

This role owns the full engagement lifecycle from initial planning and implementation through adoption, optimization, and expansion. You will lead delivery teams, manage scope and financials, nurture executive relationships, and ensure measurable business outcomes for every account under your leadership.

This is a high-visibility role that combines strategic advisory, project leadership, financial oversight, and account growth responsibility.

What You’ll Be Doing

Engagement & Delivery Management

Drive adoption strategies to ensure clients realize the full value of their Salesforce investment.
Serve at the intersection of the customer and their Salesforce goals acting as a trusted advisor for assigned clients.
Own end-to-end delivery across active projects, ensuring they are on time, on budget, and aligned to defined scope.
Lead project planning, resource allocation, and task prioritization.
Coordinate cross-functional teams to ensure high-quality execution and clear accountability.
Own all account health metrics, hosting QBRs, and executive check-ins to ensure alignment on outcomes and ROI.
Oversee scope management, change control processes, and escalation pathways.
Maintain transparent reporting on delivery progress, hours consumed, and overall engagement health.
Translating technical requirements into workable solutions.

Account Growth & Partnership Development

Identify and pursue account expansion opportunities.
Participate in solution discussions and scope definition for new initiatives.
Support marketing and thought leadership efforts including client surveys, testimonials, and success stories.
Build long-term, referenceable customer relationships that drive recurring revenue.

What You Bring

4–6 years of experience in Salesforce consulting, including engagement leadership, project management, or account oversight roles.
Strong knowledge of the Salesforce platform, implementation lifecycle, and adoption best practices.
Proven ability to grow accounts through strategic relationship management and opportunity identification.
Demonstrated experience managing delivery financials, scope, and client expectations.
Relevant Salesforce certifications:
- Salesforce Certified Platform Administrator
- Salesforce Certified Platform Administrator II
- Salesforce Certified Platform App Builder
- Salesforce Certified Nonprofit Cloud Consultant (NPC)
- Salesforce Certified Nonprofit Success Pack Consultant
- Salesforce Certified Sales Cloud Consultant
- Financial Services Cloud Accredited Professional
Project management credentials (PMP, Scrum, SAFe) preferred.
Excellent communication skills and desire to lead client facing engagements with executive presence.
Strong critical thinking abilities.
Highly organized, proactive, and comfortable managing multiple concurrent engagements.

Nice to Have

Experience working with mid-market clients.
Industry experience in sales, financial services, and/or nonprofit sectors.
Bachelor’s degree in a technical or related field preferred but not required.
Equivalent experience will be considered.
Willingness to learn Salesforce and general technical systems.

Grow With Us

Be part of a growing Salesforce partner where your work and ideas directly impact our trajectory
Help shape how we serve clients and show up in the Salesforce ecosystem
Gain meaningful exposure to leadership and company strategy
Take real ownership in a collaborative, people-centered team
Competitive base salary with performance-based incentives
Health, dental, and vision coverage & 401(k) match
Salesforce certification support and professional development

Eligibility Requirements

Location: Remote (NY/NJ strongly preferred)
Travel: Regular in-person engagement within the Salesforce ecosystem
Must be a US citizen or permanent resident

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