Sikich · 23 hours ago
Salesforce Consultant (Insurance/Wealth Management Industry)
United States
Full-time
Remote
Mid Level
$100K/yr - $150K/yr
4+ years expSikich LLC is a global company specializing in Accounting, Advisory, and Technical professional services. As a Salesforce Consultant, you will act as the liaison between business stakeholders and the technical team, ensuring that business objectives are captured and translated into Salesforce capabilities during project phases.
AccountingAdviceBusiness Development
Responsibilities
Engage with business users (end-users, product owners, SMEs) to elicit and clarify requirements
Run workshops/interviews to understand current processes and desired outcomes
Often create process maps and “Day-in-the-Life” use cases to capture how users will interact with Salesforce. For example, a BA will document lead management workflows for a Sales Cloud project, ensuring no business scenario is overlooked
Translate business needs into structured artifacts
Functional requirements documents
User stories with acceptance criteria, process flow diagrams, and UI/UX mockups
Bridges the gap between non-technical requirements and technical implementation details
Clear documentation is critical to guide developers and architects on what to build
Continuously validate that the proposed solution will meet business needs
Define user acceptance testing (UAT) scenarios and assist business users in UAT execution
Provide End-user training
Qualification
Required
Bachelor's degree in a relevant field such as Computer Science or Business
Proven experience (4+ years) in Salesforce consulting within either: An IT consulting or professional services organization or As a member of a Salesforce team within the insurance or financial services industry
Strong foundational understanding of the Salesforce platform
Insurance and/or Financial Services domain experience
Ability to build and maintain client relationships
Strong Analytical Skills
Strong Communication & Presentation skills across varying audiences
Strong organizational skills
Experience creating diagrams, process mappings, data models, and reports
Salesforce Certified Administrator – Required
Preferred
Salesforce Certified Business Analyst – Strongly Preferred
Sales and/or Services Cloud Consultant - Preferred
FSC Accreditation – Preferred
Benefits
Flexible Time Off (FTO) Policy
Paid holidays
Comprehensive wellness program
Flexible work arrangements
Health, dental, vision, life and accident/death/disability insurance options
HSA employer contribution
Nine (9) paid holidays annually
Robust paid Parental Bonding Leave program covering birth, adoption, and foster children
401(k) with employer contributions
CPA bonus with four (4) paid exam days & four (4) paid study days
Tuition reimbursement
Employee referral bonus program
Client referral bonus program
Pet insurance
FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
Company
Sikich
Sikich is a Chicago-based investment banking firm offering expert M&A and capital markets advisory services tailored to the middle market.
1001-5000 employees
H1B Sponsorship
Sikich has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (5)
2022 (1)
2021 (1)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$250MKey Investors
Bain Capital
2024-05-09Private Equity· $250M
Leadership Team
Bobby Roy
Board Member
Cameron Petroff
Chief Marketing Officer
Recent News
GlobalFinTechSeries
2025-11-13
24-7 Press Release Newswire
2025-11-05
Company data provided by crunchbase