Solution Consultant, Financial Services

Role Overview

Gerent is looking for Solution Consultants with experience in the Financial Services industry to join the Delivery team at Gerent, who shares our vision of bringing the power of cloud computing to enterprises. Solution Consultants are experienced professionals on our project teams accountable for understanding the overall solution design, responsible for understanding use cases and requirements, responsible for building out the declarative aspects of the solution, accountable for writing technical tickets and authoring supporting documentation. They work closely with various technical and non-technical team members, across complex, enterprise and strategic projects.

They are experienced in Salesforce products and can complete out of the box configurations. They are keenly interested in understanding our customers' business, have a deep curiosity and can explore the “why” behind how our customers work. They possess strong business analysis skills, take an empathetic approach to requirements gathering and facilitate customer workshops. The solution consultant partners with the solution architect, when needed to ensure proposed or built solutions will drive the desired business outcomes.  For smaller projects the Solution Consultant takes full ownership of the solution design. They are in relentless pursuit of ensuring we deliver value for customers. 

The Solution Consultant will have the opportunity to grow into a Solution Architect, Delivery Leader or Industry Leader. Gerent pays for all the examination vouchers for any Salesforce certifications and ensures you have the time to prepare and pass the certification exams.

The Financial Services vertical is an area of growth for Gerent, where we are seeking people knowledgeable in the various sub verticals in the space such as retail & commercial banking, lending & mortgages, capital markets, insurance, venture capital/private equity, and wealth management.  The successful candidate will have a working knowledge of one or more of these spaces, as much of their responsibility will be focused on these areas.

We are looking to hire well rounded individuals that have and will constantly strive to improve upon the following consulting and people skills besides the technical competency skills.

  • Client Focus and Accountability
  • People Leadership/Drive to Succeed
  • Teamwork and Collaboration
  • Communication and Presentation Skills
  • Innovation, Creativity and Problem solving 

We are looking for Solution Consultants with various degrees of experience at this time. Outlined below are the responsibilities and qualifications that are typically expected of our Solution Consultants. The actual responsibilities and qualifications may vary slightly based on the experience and the level at which a candidate may get hired.

What you’ll do: 

  • Design and manage the implementation of Salesforce solutions that meet business requirements for small to midsize projects for Financial Services customers
  • Create build tickets for implementation detailing the technical requirements to meet the user story acceptance criteria
  • Lead client sessions to gather, define, and document business requirements, where needed
  • Refine implementation estimates and plans for phases of the delivery lifecycle, including development, testing, training, communication, deployment, and post-production support 
  • Document requirements in the form of user stories
  • Demonstrate solution functionality to business stakeholders as needed
  • Assist in end-user acceptance testing by developing the test cases and the acceptance criteria
  • Lead knowledge sharing sessions with the client and provide the user documentation required for supporting the system in the future
  • Present solution options to customer, evaluating the pros and cons of declarative configuration against code and customization
  • Perform impact analysis for scope change requests, document changes to requirements, configuration, and data mapping
  • Participate in declarative system configuration when necessary
  • Provide technical and functional expertise to project teams
  • Participate in training content development and Administrator and end-user training delivery
  • Complete Trailheads and Salesforce Certification on the following within 12 months of joining:
  • Financial Services Cloud
  • Sales Cloud
  • Service Cloud
  • Field Service
  • Experience Cloud
  • Industry Cloud
  • OmniStudio Consultant

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What we’re looking for:


  • Experience and knowledge using standard Financial Services products
  • Experience with Salesforce’s Financial Services Cloud product suite
  • Business Analyst experience in multiple industries, with a proven ability to deliver on strategic and tactical business objectives
  • Business Analysis - Experience leading requirements gathering sessions and documenting the outcome, including designing process flows and helping define test scripts
  • Experience in process reengineering methodologies
  • 3+ years of CRM experience and proven understanding of a full software development lifecycle
  • 3+ years of hands-on experience with packaged applications, preferably Salesforce, implementing full project lifecycles. Other areas of experience may include Microsoft, Siebel, SAP, or similar enterprise-level applications. Specific qualifications:
  • Experience designing and implementing Salesforce solutions 
  • Ability to effectively design a scalable solution to meet client business needs, and participate in system configuration when necessary 
  • Project management - Demonstrated analytical skills and experience with the complete lifecycle of complex enterprise projects; understanding of core project management concepts, theories, practices, and methods
  • Change management and scope control - Experience performing impact analysis for potential changes in scope; ability to administer change management processes within a specified framework, including regularly reviewing issues management and change control logs to understand status and identify potential risk situations
  • Ability to work effectively in a fast-paced, high-energy, team-oriented environment
  • Ability to multi-task and perform effectively under pressure
  • Ability to communicate effectively at all levels
  • Certifications at least two (Admin, Sales Cloud Consultant, Service Cloud Consultant, App Builder, Platform developer 1, etc.)
  • Preferred Bachelor's degree in Business Administration and/or Information Technology or equivalent experience.

Soft skills:

  • People leadership — Must have demonstrated leadership skills in developing and growing long term, high value client relationships
  • Teamwork — Ability to effectively team with peers in a large, matrixed organizations, including significant experience with off-shore teams and delivery
  • Client focus — Must apply a client-centric mindset and ensure that all projects keep clients’ stated needs and goals top of mind.  
  • Accountability — Must be willing to take ownership of and responsibility for clients success
  • Communication and presentation skills — Must present complex information to both technical and non-technical audiences. 
  • Innovation, creativity, and problem-solving —  Should be willing to think outside the box when confronting project challenges, building out practice assets and defining methods to train delivery resources. 
  • Strategy - Must be able to lay out a strategy or roadmap for clients onboarding or amidst a digital transformation anchored in Financial Services use cases

Leadership Qualities:

  • Must have a strong commitment to living in service to others
  • Be of outstanding character; a leader who influences others to become the best versions of themselves and demonstrates wisdom, integrity and resilience even in tough times 
  • Be a keenly intelligent builder, dedicated doer, and empathetic leader who enjoys developing teams and creative strategies

What we can offer you:

  • Competitive salary
  • Full-time WFH
  • Unlimited PTO
  • Paid major holidays
  • Healthcare, dental, vision coverage
  • 401k 

Don’t wait; start growing your career with Gerent today!

At Gerent, we recognize that our people are our strongest asset. Since our founding, we’ve sought to harness the power of people and technology to fuel meaningful, positive connections between businesses and consumers. Our thriving community of creative thinkers and makers sets us apart by continually finding new ways to turn innovative technology solutions into remarkable customer experiences.  

The quality of their collective work speaks for itself — today, Gerent stands as a Salesforce Summit Partner and, after 900+ implementations, holds a 5-Star Customer Satisfaction Score. Our services span the gamut from strategy to consulting, implementation, digital experience, innovation, and managed services. 

Our ultimate goal is to become a trusted advisor in the Salesforce ecosystem. To that end, we’ve gathered some of the best and brightest in tech to ensure that Gerent’s collective strategic knowledge, business acumen, industry knowledge, and deep technical expertise set us apart from our competitors. 

We’ve built a solid foundation over the past 13 years. Now, we have a pivotal opportunity to expand exponentially over the next few years. We need talented professionals who can help us grow — and want to grow alongside us. 

Why work with Gerent?

  • Relationships are our gold standard.

We put our people first because we know the way we treat our employees is the way they’ll treat our customers.

  • Learning never stops.

Our team has an unquenchable thirst for knowledge. We embrace curiosity and continuous learning, pushing ourselves to skill up and stay abreast of industry and technical innovations.

  • Working to live.

Work is just one facet of a person’s life, and we intend to keep it that way. That’s why our entire team works remotely – because we’ve found that working from home means having more time to spend on our passions and with our families. 

  • Embracing our differences. 

Diversity is one of our greatest strengths. By including people from all walks of life, we can generate the best ideas and solutions.

  • We see and seek the best in people.

We assume the best of those we work with. We’ve found that assuming positive intent from our clients and colleagues leads to a positive work environment where everyone thrives.

  • Greater than the sum of our parts.

We believe we’re at our best when we work together. We’ve created a culture in which team members come together and elevate one another to perform at a higher standard than they ever could alone.

  • Constantly striving for excellence.

When something is good, we want to make it great. It’s in our company DNA to challenge the status quo and push the envelope. We’re not afraid to ask hard questions that improve our work.

  • Doing the right thing.

We keep our moral compass close at hand. We strive to do the right thing in every situation, no matter how big or small. 

We’re always looking for talented professionals who can help make our company — and team — stronger and more capable. Apply today! 

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