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Salesforce Implementation Consultant

Company: Wells Fargo
Location: Chandler
Posted on: March 26, 2020

Job Description:

Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as Personal Cell or Cellular in the contact information of your application.

At Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Wells Fargo Commercial Capital (WFCC) combines Wholesales secured lending businesses including Commercial Distribution Finance (CDF), Corporate Trust Services (CTS), Wells Fargo Capital Finance (WFCF) and Wells Fargo Equipment Finance (WFEF). This consolidated group of businesses helps customers leverage their companys assets into flexible financing solutions. WFCC is a leading contributor to Wholesales revenue, assets, and net income.

Wells Fargo Equipment Finance (WFEF) is a leading bank-owned equipment leasing and finance company in the U.S. with a portfolio exceeding $48.9 billion, more than 133,000 active customers and 1,100+ team members with coverage in all 50 states and Canada. WFEF provides a full spectrum of financing and lease options for customers equipment and capital expenditure requirements through Wells Fargo business, commercial and corporate banking channels, relationships with equipment manufacturers and distributors and direct to market. WFEF has Industry and Asset-type specialists devoted to Construction Equipment, Commercial and Specialty Vehicles, Healthcare, Energy/Marine, Solar, Vendor Finance Programs and Corporate/Private Aircraft

The Salesforce Implementation Consultant will partner with application users and provide on-boarding, training, and system support for the successful management of Salesforce platform as well as:


  • Develop a deep understanding of the business to understand business needs, pain points, and opportunities for system improvement
  • Comprehensive understanding of system architecture and integrations to monitor platform functionality, identify effective solutions that will yield benefits for the business
  • Document user stories capturing thorough details for changes needed
  • Partner with technology teams for the implementation of changes to the platform
  • Ensure cross-functional dependencies including WFEF, business, compliance & risk, legal, credit, technology, etc. as well as non-WFCF Wholesale partners are identified, tracked, and addressed
  • Identify, escalate and resolve key roadblocks, dependencies, and risks (financial, control, process, and application) required to achieve application change success.
  • Provide visibility and reporting to stakeholders of work status, strategy, and timelines
  • Partner with application users and provide on-boarding, training, and system support for the successful management of Salesforce platform
  • Develop a deep understanding of the business to understand business needs, pain points, and opportunities for system improvement
  • Comprehensive understanding of system architecture and integrations to monitor platform functionality, identify effective solutions that will yield benefits for the business
  • Document user stories capturing thorough details for changes needed
  • Partner with technology teams for the implementation of changes to the platform
  • Ensure cross-functional dependencies including WFEF, business, compliance & risk, legal, credit, technology, etc. as well as non-WFCF Wholesale partners are identified, tracked, and addressed
  • Identify, escalate and resolve key roadblocks, dependencies, and risks (financial, control, process, and application) required to achieve application change success.
  • Provide visibility and reporting to stakeholders of work status, strategy, and timelines

    Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.Required Qualifications


    • 4+ years of implementation experience
    • 3+ years of project management experience, additional implementation experience, or a combination of both


      Other Desired Qualifications


      • Technical Background / Bachelors Degree Program preferred
      • Experience with Salesforce.com and/or Salesforce Admin Certification
      • Must have ability to manage user request and respond with confirmation or assessment of needs.
      • Detail-oriented individual with the ability to quickly assimilate and apply new concepts, business models, and technologies.
      • Basic Knowledge of implementation and configuration of enterprise systems such as CRM or ERP
      • Excellent oral and written communication skills
      • Ability to work independently
      • Ability to learn quickly and think creatively
      • Team player with strong interpersonal skills
      • Bachelors degree


        Job Expectations


        • Ability to travel up to 25% of the time


          DisclaimerAll offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

          Relevant military experience is considered for veterans and transitioning service men and women.

          Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo, Chandler , Salesforce Implementation Consultant, Professions , Chandler, Arizona

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