Salesforce Engagement Lead | Financial Services

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.

What You’ll Be Doing

• Own day-to-day delivery across Salesforce projects — tracking progress, managing tasks, and keeping teams aligned
• Lead weekly client status calls, internal standups, and working sessions
• Own project plans, timelines, and budget tracking
• Manage scope changes, identify risks early, and adjust plans as needed
• Ensure deliverables are clear, complete, and aligned to client expectations
• Serve as the Client Lead
• Act as the primary point of contact for your clients
• Prepare for and lead client meetings with clear agendas and next steps
• Translate business needs into actionable work for the team
• Handle challenges directly — navigating misalignment, pushback, or changing priorities

What You Bring

• 3–7+ years of Salesforce consulting experience
• Experience working with Financial Services clients (Capital Markets, Wealth, or Private Equity)
• Proven track record of project management and delivery discipline expertise
• Clear, professional communication and client presence
• Ability to operate without heavy structure and drive work forward

You Are Someone Who

• Takes ownership and follows through
• Communicates clearly and calmly
• Enjoys working with small, collaborative teams
• Looks for ways to improve how things are done
• Has experience and interest in Financial Services organizations

Nice to Have

• Salesforce certifications (Admin, Consultant)
• Experience with Financial Services Cloud
• Experience with Project Management certifications

Grow With Us

• Be part of a growing Salesforce partner where your work and ideas directly impact our trajectory
• Help shape how we serve clients and show up in the Salesforce ecosystem
• Gain meaningful exposure to leadership and company strategy
• Take real ownership in a collaborative, people-centered team
• Competitive compensation with performance-based incentives
• Health, dental, and vision coverage & 401(k) match
• Salesforce 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