Drive transformation in wealth management as a Field Salesforce Consultant with Manulife. Engage directly with advisors to enhance their Salesforce utilization.

This role is vital within the Field Technology Services team, as you will focus on onsite engagements and workflow assessments to identify inefficiencies. You will create and implement actionable recommendations while conducting workshops aimed at boosting advisor performance within the Financial Services Cloud framework. Your input will shape ongoing enhancements to the platform, ensuring alignment with advisor needs.

Key Responsibilities:
• Conduct stakeholder interviews and workflow observations
• Present branch-specific Salesforce usage recommendations
• Offer workshops and tailored coaching sessions
• Set adoption goals and success metrics with stakeholders
• Collaborate with internal teams for engagement readiness

Requirements:
• 5+ years Salesforc...