Top 42 Salesforce consultant Jobs in Rhode Island

Plan Consultant
Fidelity Investments —Smithfield, RI
- Full-time
- Hybrid work
- CPA
- Mid-level
- Continuous improvement
- 401(k)
14d
Senior Salesforce QA Analyst
Blue Cross and Blue Shield of RI Careers —Providence, RI
- $93,600 - $140,400 a year
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Children
- Loan repayment program
- Dental insurance
1d
Benefit Consultant- Meritain
CVS Health —Rhode Island
- $17.00 - $31.30 an hour
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
2d
Sr. Plan Consultant
Fidelity Investments —Smithfield, RI
- Full-time
- CPA
- Continuous improvement
- Experience equivalent to degree accepted
- 401(k)
14d
Planning Consultant - Providence, RI
Fidelity Investments —Providence, RI
- Full-time
- Mid-level
- Office
- Mentoring
10d
Manager, Underwriter
CVS Health —Woonsocket, RI
- $60,300 - $145,860 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Sales Consultant
Shared Practices Group LLC —Warwick, RI
- $55,000 - $65,000 a year
- Monday to Friday
- Mid-level
- 2 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
9d
Lead Salesforce Software Engineer
Blue Cross and Blue Shield of RI Careers —Providence, RI
- $116,900 - $187,100 a year
- Full-time
- Hybrid work
- 7 years
- Computer Science
- Master's degree
- Loan repayment program
- Dental insurance
1d
Traveling Dental Implant Sales Consultant
Clear Choice —Providence, RI
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- Communication skills
- Health savings account
- AD&D insurance
Quick Apply
Sales Executive - East
WELLNESS IQ, INC. —Providence, RI
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Travel reimbursement
- Mileage reimbursement
Quick Apply
Healthcare Technology Consultant – Business Analysis & Sales Analytics
ClinDCast LLC —United States
- $65 - $70 an hour
- Full-time
- Remote
- HIPAA
- SQL
- Senior level
Quick Apply
Salesforce CX Architect opportunity - Chicago / Remote working USA
Platform 6 Ltd —United States
- $240,000 a year
- Remote
- Oracle
- Machine learning
- Travel
Quick Apply
ServiceNow AI Senior / Lead Developers - Remote working USA or Canada - USC/GC or Canadian Citizen
Platform 6 Ltd —United States
- Contract
- Remote
- 8 years
- Experience equivalent to degree accepted
- Senior level
Quick Apply
13d
Senior Salesforce Developer with Health Cloud - USC ONLY / Remote USA / VA. Maryland, DC
Platform 6 Ltd —United States
- $70 - $75 an hour
- Contract
- Remote
- 6 years
- DevOps
- SQL
Quick Apply
14d
Area Sales Director - CO, WA, CA or AZ
Solera —United States
- Full-time
- Business development
- Presentation skills
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
10d
Salesforce Lead Developers with Agentforce and Data Cloud - Hybrid TX, AZ, NC, VA, NJ, GA
Platform 6 Ltd —United States
- Call employer
- Management
- 8 years
- Senior level
Quick Apply
13d
Salesforce CPQ Developer - Hybrid working Santa Clara, CA, USA - USC or GC Holder
Platform 6 Ltd —United States
- $70 - $85 an hour
- Contract
- Software troubleshooting
- Salesforce
- DevOps
Quick Apply
ServiceNow CSM Principal Technical Consultant / Architect - Remote working USA or Canada
Platform 6 Ltd —United States
- Contract
- Remote
- Senior level
- Communication skills
Quick Apply
ServiceNow ITOM / CMDB / CSDM Architect / Practice Lead - Remote working USA or Canada
Platform 6 Ltd —United States
- Call employer
- Remote
- 8 years
- Senior level
Quick Apply
Salesforce Revenue Cloud Advanced (RCA) Architect - Remote working USA or Canada
Platform 6 Ltd —United States
- Contract
- Remote
- Salesforce
- Travel
- Senior level
Quick Apply

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salesforce consultant jobs near rhode island

Plan Consultant

Fidelity Investments -
Smithfield, RI

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Job Details

Full-time
14 days ago

Benefits

401(k)

Qualifications

Contract documentation review
Contract review
CPA
Regulatory compliance
Contract interpretation
Zoom
Mid-level
Employee Retirement Income Security Act of 1974 (ERISA)
Salesforce Cloud
Contract drafting
Continuous improvement
Certified Employee Benefit Specialist
Industry knowledge of financial regulations
Client management
Microsoft Teams
Contract management support tasks
CRM system proficiency
Productivity software
Video conferences (communication methods)
Document change management
Communication skills
Technical Proficiency
Corporate actions support
Regulatory compliance management
Cross-functional communication
Progress tracking (project management tasks)
Video conferencing systems operation
Time management
Terms and conditions negotiation

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Plan Consultant (PC), we draft and execute Fidelity’s Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity. We also complete the contract (Service Agreement) between the client and Fidelity. During this process, the PC may need to negotiate the contract language.

Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes.
Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.
Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement
Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.
Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.
Negotiate service exceptions including modifications to the terms of the contract (Service Agreement).
Sign documents on behalf of FMTC and Fidelity Workplace Services.
Participate in process improvement and companywide initiatives.

The Expertise and Skills You Bring

Previous Defined Contribution retirement plan experience preferred
Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans.
College Degree or equivalent experience preferred
CPA, CEBS, ERPA or ASPPA designation(s) preferred
Strong contract negotiation skills: ability to articulate a point of view in a compelling & succinct manner
Excellent written and verbal communication skills
Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC
Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion
Demonstrated problem solving and client management abilities
Possess the ability to apply learning and comprehend and explain technical concepts

The Team

We are part of the Workplace Investing Implementation group. We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document. We work directly with employers, consultants, advisors, attorneys, and internal business partners. Our success mitigates risk for the client and Fidelity.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Compliance

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Refine Your Search

salesforce consultant jobs in rhode island

Plan Consultant

Senior Salesforce QA Analyst

Benefit Consultant- Meritain

Sr. Plan Consultant

Planning Consultant - Providence, RI

Manager, Underwriter

Sales Consultant

Lead Salesforce Software Engineer

Traveling Dental Implant Sales Consultant

Sales Executive - East

Healthcare Technology Consultant – Business Analysis & Sales Analytics

Salesforce CX Architect opportunity - Chicago / Remote working USA

ServiceNow AI Senior / Lead Developers - Remote working USA or Canada - USC/GC or Canadian Citizen

Senior Salesforce Developer with Health Cloud - USC ONLY / Remote USA / VA. Maryland, DC

Area Sales Director - CO, WA, CA or AZ

Salesforce Lead Developers with Agentforce and Data Cloud - Hybrid TX, AZ, NC, VA, NJ, GA

Salesforce CPQ Developer - Hybrid working Santa Clara, CA, USA - USC or GC Holder

ServiceNow CSM Principal Technical Consultant / Architect - Remote working USA or Canada

ServiceNow ITOM / CMDB / CSDM Architect / Practice Lead - Remote working USA or Canada

Salesforce Revenue Cloud Advanced (RCA) Architect - Remote working USA or Canada

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