MorganFranklin Consulting Logo

MorganFranklin Consulting

Senior Manager, Strategy & Transformation (Salesforce)

Reposted 7 Days Ago
Be an Early Applicant
Charlotte, NC
Senior level
Charlotte, NC
Senior level
Lead strategic initiatives for clients, including major transformations, financial process improvements, and system implementations while managing project teams and client relationships.
The summary above was generated by AI

Transform Your Career

We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way.

Embrace new challenges and deliver real value to some of the world’s most influential Fortune 100 brands, growth companies transforming their industries, and mid-market firms that need help navigating the defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning.

The Team – Strategy & Transformation 

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions. 

Your Impact 

  • Work with a diverse set of commercial clients ranging from growth and mid-size companies to leading enterprise Fortune 100 brands.
  • Deliver strategic advice and solutions to C-Level executives on how to obtain value from major investments and transformations.
  • Facilitate client working sessions ranging from executive and board level meetings to large group presentations and requirements gathering exercises.
  • Lead current state assessments of business challenges and build improvement roadmaps.
  • Leverage a “roll-up your sleeves” style to develop and execute against clients’ strategic initiatives.
  • Manage and coach project teams to deliver complex engagements.
  • Participate in business development efforts across all stages (market analysis, client sourcing, relationship building, proposal development, oral presentations).
  • Build and maintain meaningful relationships with clients at all levels that are based on integrity and trust.
  • Contribute to industry best perspectives on the implications of market trends such as data and digital transformation, emerging technology, macro-economic trends, regulatory demands. 

Your Experience

At a minimum, you will have: 

  • 5+ years of implementation, upgrade, and support experience with Salesforce and related integrations, preferably as part of a professional services organization/consulting firm.
  • Experience training and supporting end users.
  • Demonstrated track record helping companies undergo major transformations via functional, technical, and project management capabilities.  
  • Functional experience with the following:
    • Finance Transformation, including work with tools and processes associated with Lead to Order, Order to Cash and Close Consolidation.
    • Business Transformation, including process optimization (BPR, Six Sigma/Lean), process automation (i.e. RPA), and performance benchmarking. 
  • Strong track record of meeting business development targets and developing thought leadership materials.
  • Proven ability to lead, motivate and build teams that deliver services and solutions that surpass client expectations.
  • Ability to lead workshops, including the gathering/documenting of requirements and use-cases and recommendation of envisioned processes.
  • Strong business skills and experience in accounting, finance or operations.
  • Ability to assess functional and technical gaps in designs.
  • Ability to define and articulate Business Benefits and Costs.
  • Experience developing detailed work plans for project activities within scope of application responsibility.
  • Flexibility to accommodate up to 25% travel. 

Preferably, you will have: 

  • Bachelor’s degree in Accounting, IT, or related field.
  • Experience managing technical development by acting as a liaison between the technical team and the user community.
  • CPA, PMP, or MBA. 

 

Top Skills

Fp&A
Lean
Rpa
Salesforce
Six Sigma

Similar Jobs

7 Days Ago
Raleigh, NC, USA
60K-100K
Senior level
60K-100K
Senior level
Information Technology • Consulting
Lead strategic transformation initiatives for clients, delivering solutions to C-Level executives and managing project teams in finance and business transformations.
Top Skills: BprRpaSalesforceSix Sigma
2 Hours Ago
Hybrid
7 Locations
Senior level
Senior level
Digital Media • Fintech • Information Technology • Mobile • Payments • Software • Financial Services
Responsible for deploying Q2's Risk & Fraud Management Software, partnering with customers, managing project plans, and leading implementation efforts.
Top Skills: ExcelMs PowerpointMs Project
5 Hours Ago
Hybrid
2 Locations
57K-71K
Mid level
57K-71K
Mid level
eCommerce • Fintech • Real Estate • Software • PropTech
Manage residential construction and renovation projects, ensuring quality and on-time delivery, while collaborating with various teams and vendors.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account