Senior Project Consultant (Salesforce)

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Senior Project Consultant

Location: Toronto, ON (Hybrid)

Get To Know The Team:

SS&C Salentica is a growth area within SS&C Technologies/Black Diamond, providing market-leading CRM software and services for the investment management industry. We are seeking an experienced Salesforce CRM Administrator (Salesforce Consultant) with excellent analytical and communication skills for our office in Toronto, Canada.

Why You Will Love It Here!

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans

Your Future: 401k Matching Program, Professional Development Reimbursement

Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays

Your Well-being: Medical, Dental, Vision, Employee Assistance Program, Parental Leave

Diversity & Inclusion: Committed to Welcoming, Celebrating, and Thriving on Diversity

Training: Hands-On, Team-Customized, including SS&C Learning Institute

Extra Perks: Discounts on fitness clubs, travel, and more!

What You Will Get To Do:

With our patented client engagement solutions built on Salesforce, you’ll become a go-to subject-matter expert.

Actively listen, elicit information, and comprehend issues/needs

Designing/developing solutions (including custom flows, apps, dashboards, reports, and objects) within a Salesforce context

Research solutions presented by clients or on your own accord and how they could fit into our Product as enhancements or used as solo solutions to clients

Create and maintain technology documentation

Configure and explain the Salesforce functionalities in detail and automation using Flow with different functions within Salesforce.

Work with product management, sales, marketing, and service as needed to provide product insights and SME-level assistance

Stay current on updates and new releases in Salesforce

Other duties as assigned

What You Will Bring:

3+ years of experience with Salesforce CRM Administration and Salesforce Flows

2+ years of experience in information technology

Experience designing Salesforce Apps, Salesforce Flows, Salesforce Security/ Permission Sets

Excellent verbal and written skills

Bachelor’s Degree from an accredited institution

What will set you apart from the pack?

Experience in the financial services industry, specifically wealth management and/or asset management.

Technical skills with any/all of the following:

Salesforce Sales Cloud/ Financial Services Cloud

Microsoft Power Automate/ Power Platform

Experience using Confluence

Experience with Project Management (e.g. AGILE or SCRUM)

Experience with Business Requirements Gathering

Experience with Data Migrations

Experience with Change Management and SDLC best practices

Salesforce Certifications (or equivalent):

Salesforce Admin 101/ 201

Salesforce Platform App Builder

Salesforce Sales Cloud Consultant

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

R24450