No other company in our industry is supercharging the way they work and serve their clients like OneDigital. Fresh thinking has always been the core of OneDigital's vision and growth strategy. It's how we stand out in our industry, it's how we stay competitive and resilient in a changing world. Most importantly, our innovative approach is helping more people do their best work and live their best lives. Innovation fuels our employee experience by making it easier to do your best work anytime, anywhere and from any device. And our tech-based products for clients are a game changer in our industry. If you thrive on change and innovation, OneDigital is the career choice for you.
Our Newest Opportunity: Job Description: We are looking for a dynamic, driven, team player to help us lead our wealth management design and development team Salesforce using Financial Services Cloud. We have multiple business teams in our Salesforce environment and solutioning for scalability is a top priority. Our Salesforce team is agile and highly collaborative. As our business grows, the processes become more complex and require someone who is willing to think outside the box to meet the demands of our users. Our everyday operations will have you meeting with product owners and teammates to determine the best course of action to meet complex business process needs by designing intuitive and user-friendly interfaces including using AI and a team of people to do the building.
KEY RESPONSIBILITIES AND DUTIES - Be a subject matter expert in Financial Services Cloud, Sales Cloud, Service Cloud, and Experience Cloud.
- Gather and analyze business requirements for system changes and enhancements
- Lead a project team to develop more robust and comprehensive Salesforce solutions.
- Work as part of a design team to coordinate tool suite technology development and determine project scope and limitations
- Collaborate with product owners and business stakeholders to understand business processes and identify opportunities for improvement.
- Design, implement, and maintain solutions on the Salesforce platform, including custom objects, custom metadata, fields, complex flows, action plans, and reports.
- Follow SAFe Agile practices and maintain project information in system of record.
- Complete project and programming work on other software and/or systems as assigned.
- Oversee development of solutions by offshore teams including peer reviews and other testing, directing them on how to correct errors, and make necessary modifications.
- Collaborate with third-party consultants to develop and test future product enhancements.
- Collaborate with IT team members to ensure data integrity and system stability.
- Analyze and troubleshoot system issues and provide recommendations for improvement.
- Create and maintain documentation for system processes and procedures.
- Ensure teams meet established deadlines and SLA's and proactively communicate blockers.
- Manage and monitor data integrity and security.
- Keep abreast of new Salesforce features and functionality and provide recommendations for process improvements.
Requirements - 3-5 years of experience in the Salesforce ecosystem with Financial Services Cloud experience required.
- AI experience is required.
- Consulting experience is preferred.
- Salesforce certifications are a plus.
- Salesforce Shield, Conga, Docusign, Own Backup, Calendly and Copado are a plus.
- Development skills, Lightning Web Component, Apex, OmniStudio experience is also a plus.
- Experience working in Financial Services is preferred.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
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OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel
seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
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