Salesforce Engagement Lead | Financial Services

Salesforce Engagement Lead. About Saasinct Saasinct is a woman-owned business that embraces equality, diversity, inclusion, education, and access to career development. As an East Coast-based Salesforce implementation partner, we serve Financial Services organizations, including Capital Markets, Wealth & Asset Management, and Private Equity. We empower these organizations to become more tech-savvy and strategically aligned through Salesforce. We provide our customers with a unique combination of consulting and education, illustrating what a fully integrated technology stack can look like with Salesforce at the center. We win when we earn the trust and ongoing partnership of our clients, and we do that by continually finding better ways to collaborate within the Financial Services ecosystem. Role Overview Saasinct is seeking a Salesforce Engagement Lead to own the success of client engagements across delivery, relationship, and outcomes. This role is responsible for leading Salesforce implementations, guiding clients through complex decisions, and ensuring work is delivered with clarity, quality, and accountability. You will operate in a growth-stage environment where structure is still evolving. We are looking for someone who brings organization, sound judgment, and a strong sense of ownership. This is an opportunity to play a meaningful role in how we deliver, partner with clients, and continue to scale. This role is best suited for someone who prefers ownership and impact over rigid structure and clearly defined lanes. What You’ll Be Doing Engagement & Delivery Own day-to-day delivery across Salesforce projects — tracking progress, managing tasks, and keeping teams alignedLead weekly client status calls, internal standups, and working sessionsOwn project plans, timelines, and budget trackingManage scope changes, identify risks early, and adjust plans as neededEnsure deliverables are clear, complete, and aligned to client expectations Serve as the Client Lead Act as the primary point of contact for your clientsPrepare for and lead client meetings with clear agendas and next stepsTranslate business needs into actionable work for the teamHandle challenges directly — navigating misalignment, pushback, or changing priorities Account Growth & Partnership Stay close to client goals and identify where additional support may be neededPartner internally to expand accounts based on outcomes and trustContribute to long-term client relationships, not just immediate delivery What You Bring 3–7+ years of Salesforce consulting experienceExperience working with Financial Services clients (Capital Markets, Wealth, or Private Equity)Proven track record of project management and delivery discipline expertiseClear, professional communication and client presenceAbility to operate without heavy structure and drive work forward You are someone who: Takes ownership and follows throughCommunicates clearly and calmlyEnjoys working with small, collaborative teamsLooks for ways to improve how things are doneHas experience and interest in Financial Services organizations Nice to Have Salesforce certifications (Admin, Consultant)Experience with Financial Services CloudProject management certifications Grow With Us Be part of a growing Salesforce partner where your work and ideas directly impact our trajectoryHelp shape how we serve clients and show up in the Salesforce ecosystemGain meaningful exposure to leadership and company strategyTake real ownership in a collaborative, people-centered teamCompetitive compensation with performance-based incentivesHealth, dental, and vision coverage & 401(k) matchSalesforce certification support and professional development Eligibility Requirements Location: Remote (US) Experience: Prior Salesforce ecosystem experience and Financial Services exposure (Capital Markets, Wealth & Asset Management, or Private Equity) Must be a US citizen or permanent resident Powered by JazzHR 90r17QjLyb