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Salesforce Functional Manager - Insurance
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Deloitte LLP

Salesforce Functional Manager - Insurance

Onsite United States
Posted 7 hours ago
Save Job

Watch this video to learn more about Deloitte LLP

Job Details

Our Deloitte Sales & Service team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce.

Recruiting for this role ends on March 3, 2026.

Work You'll Do

A Manager works within an engagement team and is responsible for identifying the organization's needs, breaking down large-scale projects into manageable tasks, determining which IT products to use based on cost-benefit analysis and research, aligning plans with clients, translating business and functional requirements for designers and developers, and overseeing delivery progress; Managers also produce project documentation to monitor progress and ensure quality, advise clients on managing future IT needs, and bring insurance industry experience-understanding carrier operations and end-to-end processes (e.g., policy, billing, claims, underwriting, and distribution/agency) as well as common insurance data and regulatory considerations-to shape requirements, solution design, and implementation approach, while also mentoring/coaching staff, contributing to sales activities, and developing eminence through writing papers and/or presenting at conferences. A summary of the expectations is provided below:

• Client Service: Advise client on leading practices and technology/industry trends, application/integration architecture, solution design, and implementation leading practices. Build lasting relationships through day to day interactions with key client managers and staff.

• Delivery: Bring the functional/technical experience and knowledge to deliver solutions which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client's business and technology requirements. Contribute to project estimating, planning, contracting and staffing activities. Manage technical and/or functional teams to design, build, test and implement enterprise applications. Anticipate, raise, and resolve issues which pose risk to the project. Monitor progress and quality. Track and report status.

• Business Development: Participate in sales pursuits as a pursuit team member or subject matter advisor. Participate in the oral presentation of the proposal to highlight relevant experiences that position Deloitte as the preferred supplier. Develop and maintain relationships with client stakeholders to establish and maintain our status as a trusted advisor.

• People Development: Perform role of mentor and coach to help others achieve their career objectives. Actively participate in recruiting and onboarding activities. Develop staffing plans and screen candidates for positions on projects. Provide leadership and support for staff on projects and in local offices. Perform regular check-ins with team members and people for which you coach as a part of the performance management process.

• Eminence: Contribute to go-to-market and internal initiatives which drive growth of the practice, drive efficiency and profitability, improve quality, and increase the knowledge of our staff. Co-author articles, whitepapers, or presentations. Speak at conferences, universities, or other forums to promote Deloitte's brand.

The Team

Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets.

Qualifications

Required:

  • 8+ years of consulting and/or insurance industry experience
  • 4+ full life-cycle Salesforce implementations, including implementations in the insurance industry
  • Strong expertise in at least two of the following the clouds: Sales Cloud, Service Cloud, Experience Cloud, Einstein Analytics, Industry Solutions (e.g. Financial Services Cloud for Insurance)
  • Experience managing at least two large-scale full-life cycle implementations of CRM solutions
  • Ability to travel 0-50%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
  • Bachelor's degree in computer science, information systems, or other technology-related field or equivalent number of years of experience


Preferred :
  • Salesforce certifications
  • Experience presenting to clients or other decision makers to present and sell ideas to various audiences (technical and non-technical)
  • Expertise in other technology domains (Data, Cloud storage, integrations, etc.)
  • Experience with Wave Analytics, Lightning, AI, Blockchain Eloqua, Exact Target or Marketo
  • Experience implementing other CRM platforms (SAP CRM, Oracle Sales Cloud, Microsoft Dynamics, etc.) or CPQ technologies (Big Machines, Apttus, Cameleon)
  • An advanced degree in area of specialization


Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $130,800 to $241,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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Company Details
Deloitte LLP
 New York City, NY, United States
Work at Deloitte LLP

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