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Financial Services Consulting Lead

Financial Services Consulting Lead

Financial Services Consulting Lead

Atlanta, GA 30326

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Your Journey at Crowe Starts Here:

At Crowe, you have the opportunity to deliver innovative solutions to today’s complex business issues. Crowe’s accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to delivering measurable results that help clients build business value. Our focus on emerging technology solutions along with our commitment to internal career growth and exceptional client value has resulted in a firm that is routinely recognized as a “Best Place to Work.” We are 75 years strong and still growing. Come grow with us!

Job Description:

Position Overview
The Financial Services Consulting Lead plays a key & vital leadership role for both our project teams and clients. In this role, the Financial Services Consulting Lead will have accountability for the delivery-focused practice, including driving quality, sales, recruiting, account management, consulting, technical design, and all operational aspects, which are broken down into 4 main categories: Practice Ownership, Project Delivery, Employee Management, & Sales.

Key Responsibilities Include
Practice Ownership:

  • Provide Strategic Leadership around industry standards and best practices in the Financial Services - and specifically Banking - industries, and the related strategic application of the Salesforce platform
  • Drive overall Practice Growth through a combination of business development, oversight of delivery work, strategic planning, and thought leadership
  • Manage engagement risk & project economics including planning and budgeting, defining deliverable content, and ensuring buy-in of proposed solutions from top management levels at the client
  • Work cross functionally with Project Management, Engineering, and Senior Leadership teams to collectively participate in developing strategies (sales, project, resourcing, etc.), creation of best practices, problem solving, people/culture management, resource planning & allocation, interviewing/hiring, culture, and more
  • Support Company initiatives, including, but not limited to, participation in internal operational initiatives, contributions to identified Centers of Excellence, and development of Company IP

Project Delivery:

  • Collaborate with executive management at financial services organizations, including FinTech’s, to assess, design, and build solutions within Salesforce
  • Serve as an Executive Sponsor OR Senior Consultant on projects, overseeing delivery of Salesforce implementations to FinTechs, and other financial services companies (e.g., Banks, MSB’s, etc.). This includes, but is not limited to discovery, functional consulting, and developing solutions that meet business needs in a clear and cohesive manner
  • Lead project implementations & assume responsibility for the success of the project end-to-end management, oversight of delivery work, and strategic positioning/guidance
  • Collaborate with key stakeholders on thought leadership & best practices for internal operational success, including and providing best practices and standards for declarative buildouts

Employee Management:

  • Schedule and run weekly team and 1:1 meetings with assigned consultants & analysts
  • Act as supervisor for assigned employees being the first point of escalation for personnel related issues
  • Act as a technical mentor, responsible for mentoring employees on best practices related to declarative buildout techniques, best practices, and procedures for SparkOrange
  • Develop a succession plan - be committed to consistently identifying opportunities for employees to “level-up”, allowing the company to grow from within


  • Collaborate with Financial Services subject matter experts to drive the development of Salesforce offerings for our clients in this industry
  • Maintain relationships with identified strategic clients to identify new project needs as they arise
  • Assist in scoping, pre-sales calls, SOW generation, pre-sales activities, as needed.
  • Participate in Marketing-related activities and events designed to help foster Company/Practice growth and relationships
  • Assume responsibility for a set of deliverables & KPIs, including quota, which will be worked on collectively and provided by the VP of Operations & EVP

Experience & Requirements

Our ideal candidate will possess the following skills

  • Expert level understanding of the platform (Sales Cloud, Service Cloud, Experience Cloud, Heroku) with functional knowledge of the entire product suite.
  • Experience and expertise with FSC, including configuration of the Financial Services Cloud & large FSC implementations
  • Experience in a key leadership delivery role, with a track record of success building & managing dynamic teams
  • Multiple Salesforce Certifications and a minimum of 5+ years’ experience on the Salesforce platform
  • Experience successfully leading and owning multiple enterprise strategic projects from end to end, and experience managing and delivering multiple projects at the same time
  • Experience providing business/operations/technical consulting to senior leaders of organization from SMB to Enterprise
  • Detail-oriented, enthusiastic, self-starter with ability to work both independently and in a team environment- ability to manage a delivery team is a must!
  • Strong, dynamic communication skills - both written & verbal - with ability to work cross-functionally and speak to members at any level of an organization (both client & prospect)
  • Ability to log time on a daily basis for client and project reporting needs
  • Positive minded, solutions-oriented approach and outlook is critical
  • Ability to work - and thrive - in a fast-paced, high-growth, innovative environment


Build a Successful Future in Consulting

At Crowe, Consulting professionals provide thought leadership, process expertise, technology insight and help clients identify, assess, evaluate, and reduce risks. Our Consulting professionals serve large organizations across many industries in an environment where innovation and new ideas are highly encouraged. Through various programs, we provide you with learning and reinvention through high-impact formal and systemic training, including industry, solution, technology, and consulting training, as well as certification. You will be part of a strong global team environment with a fast-paced, challenging, and collaborative setting.

This position requires a minimum of 20% travel.

Our Benefits:

At Crowe, we know that great people are what makes a great firm. We value our people and offer employees a comprehensive benefits package. Learn more about what working at Crowe can mean for you!

How You Can Grow:

We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:

Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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• Post ID: 21866918

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