Top 134 Salesforce consultant Jobs in Tempe Az

Onboarding Consultant
Kestra Financial —Tempe, AZ
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Salesforce - Delivery Consultant, Configuration and Integration Solutions
Deloitte —Gilbert, AZ
- Full-time
- Hybrid work
- DevOps
- Mid-level
- Office
Salesforce Certinia Senior Consultant
Deloitte —Tempe, AZ
- $110,000 - $218,000 a year
- Full-time
- Computer Science
- Up to 50% travel
- Mid-level
Consultant, Patient Services Salesforce Associate Architect
Deloitte —Tempe, AZ
- $86,700 - $170,900 a year
- Full-time
- Computer science
- Computer Science
- Up to 50% travel
Slate CRM Consultant
Strata Information Group —Phoenix, AZ
- $90,000 - $125,000 a year
- Remote
- Customer service
- 5 years
- Travel
- Paid parental leave
- Paid holidays
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Client Service Representative
Mission Wealth Management LP —Scottsdale, AZ
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
7d
Salesforce Developer experienced on DocuSign CLM
GIRIKON, INC —Phoenix, AZ
- Full-time
- Background check
- Computer Science
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Dell Boomi Consultant
Bright Vision Technologies —Tempe, AZ
- $100,000 - $150,000 a year
- Email
- Remote
- Computer Science
- 5 years
- JavaScript
1d
Renewal Consultant
Warner Pacific Insurance Services —Phoenix, AZ
- $60,000 - $80,000 a year
- Microsoft Outlook
- Mid-level
- 3 years
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3d
Salesforce - Delivery Senior Consultant, Configuration and Integration Solutions
Deloitte —Gilbert, AZ
- Full-time
- Hybrid work
- 6 years
- System design
- Office
Account Executive Salons
Sally Beauty Holdings —Phoenix, AZ
- Weekends as needed
- Oracle
- Microsoft Outlook
- Writing skills
Internet/Online Sales Consultant
Shea Homes —Scottsdale, AZ
- Weekends as needed
- Remote
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Paid time off
Magnetic Resonance Sales Consultant - Radiology - Phoenix, AZ
Bayer —Phoenix, AZ
- $95,680 - $143,520 a year
- Residential
- 3 years
- Driver's License
- Health insurance
- Dental insurance
9d
Salesforce CRM Transition Project Manager & Patnership Generalist (1099 Independent Contractor)
Fiesta Sports Foundation —Scottsdale, AZ
- Full-time
- Hybrid work
- Training & development
- Senior level
- Communication skills
Adobe Workfront Fusion Consultant
Accenture —Scottsdale, AZ
- $59,100 - $196,000 a year
- Full-time
- Remote
- Analysis skills
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
11d
Salesforce Manager
SiTime Corporation —Tempe, AZ
- Computer Science
- Office
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
4d
CRM Analyst, Strategy & Analytics
Player 15 Group —Phoenix, AZ
- Full-time
- Mid-level
- Office
- SQL
- Disability insurance
- Health insurance
Quick Apply
7d
Internet/Online Sales Consultant
J.F.Shea Co., Inc —Scottsdale, AZ
- Weekends as needed
- Remote
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Paid time off
Inside Sales Consultant
Hear.com US —Scottsdale, AZ
- $26.80 an hour
- 8 hour shift
- Remote
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Director, Partnership Solutions
Arizona Cardinals Football Club —Tempe, AZ
- Weekends as needed
- Background check
- 7 years
- Marketing
- Paid holidays
- Dental insurance
Quick Apply

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salesforce consultant jobs near tempe az

Onboarding Consultant

Kestra Financial -
Tempe, AZ

Quick Apply

Job Details

Full-time

Benefits

Health insurance
401(k)
Tuition reimbursement

Qualifications

Microsoft Outlook
Word processing
Documentation tools
Presentation creation
Managing projects

Full Job Description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact
This position is responsible for managing and overseeing the successful transition of new financial advisors and their teams to Kestra Financial Inc.
What You'll do

Partner with 5-8 onboarding firms, serving as project manager and primary point of contact to ensure the efficient and timely transition of their book of business, while delivering exceptional customer satisfaction and a seamless, referrable experience
Host weekly Zoom meetings with assigned onboarding firms to drive engagement, address transition topics, answer questions, and ensure continued progress.
Ensure all required registration tasks for all producers and staff are completed, overseeing the entire process from signed Letter of Intent to graduation to service team.
Educate representatives and their staff on the policies and procedures of working with Kestra.
Leverage Salesforce to track and complete internal tasks for each firm, ensuring timely progress and completion of both personal and cross-departmental tasks.
Oversee firm-related electronic files in SharePoint to ensure transparency and seamless access for all team members.
Address and resolve any technical, operational, or procedural issues that arise during the transition – working with other departments and internal teams, as needed
Work closely with Technology Solutions team to resolve system integration problems and ensure advisors and their teams have full access to necessary tools and resources.
Track the progress of onboarding and transition activities, providing regular updates to Head of Onboarding on the status of each transition
Collect feedback from financial advisors to assess satisfaction levels and identify areas for process improvement
Address post-registration transition concerns, facilitating any additional training with Advisor Education team or resources needed.
Demonstrate strong critical thinking skills by asking critical questions, anticipating challenges and future needs, and finding solutions.
Educate advisors and their team on best practices including but not limited to taking great client notes, maintaining books and records, ways to reduce NIGOs, etc.
Facilitate introductions and relationships with internal departments (Wealth Consulting, Technology Solutions, Business Consulting, Producer Comp, Supervision, etc.) as well as preferred external partners (Redtail, Albridge, eMoney)
Collaborate with operational teams to ensure the efficient and accurate processing of account setup and transfer documentation after registration.
Monitor and report on the progress of assets under management and account transfers, as well as the number of NIGOs - adjusting strategies as necessary throughout the transition to ensure targeted goals are met.
Collaborate effectively with other Onboarding Consultants to achieve shared goals and drive project success.
Special projects as determined by manager.

What You'll Bring

Bachelor’s degree in a business-related field preferred.
3 years’ experience in the financial services industry.
Excellent communication (verbal and written) and time management skills.
Strong customer service and analytical skills
Intermediate financial services industry knowledge and/or experience
Must routinely exercise independent judgment and be able to work independently.
Must possess intermediate (or better) computer skills (Outlook, Word, Excel, and Power Point)
Strong presentation skills.
Must be able to manage projects efficiently and effectively, as well as meet established deadlines.
Must be very detail oriented and be able to work in a fast-paced environment.

Certifications and Licenses.

Series 7, 65/66 preferred.
Life, Health & HMO Agent license a plus.

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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Refine Your Search

salesforce consultant jobs in tempe az

Onboarding Consultant

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