Senior Associate, Salesforce, Financial Services

KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.

KPMG is currently seeking a Senior Associate in Customer & Operations for our Consulting practice.

• Support client engagements which include Customer Relationship Management (CRM) by developing customer facing products and services within the Salesforce.com platform
• Serve as a resource and key team member in client projects and support progress against project milestones to help ensure timely execution of project deliverables
• Supervise staff level engagement teams in the field
• Review the work product of associates and provide direction and training as necessary
• Provide input into engagement decisions including work plan and timeline, project management, resource allocation and career development of staff members
• Analyze and interpret a mix of qualitative and quantitative data and provide recommendations

• Minimum three years of recent experience in providing end-to-end customer insight and analytics, data modeling, market research, voice of customer and/or digital marketing strategies preferably in the financial sector (Banking, Insurance and Capital Markets preferred)
• Bachelors degree in business, marketing, economics, math, statistics or a related field from an accredited college/university; Advanced degree or MBA preferred
• Manage daily relationship with clients and the team on ground in accordance with scope of your own activity
• Work with the project team to create Functional/technical design documents and must have a strong knowledge of process/business flows and tools (Visio, lucid chart)
• Experience with customer experience management and process improvement for marketing, sales and go to market strategy, customer profitability analysis, customer strategy business transformation, customer retention and cross sell design and program implementation, customer engagement roadmap development and cross channel campaign management alignment
• Achieve Salesforce certifications which are critical for business needs (Sales, Service and Financial Services)

• Preferred to have Salesforce Sales, Service, Experience cloud certifications, in addition to Financial Services cloud accreditation
• Experience with pre-sales and other sales activities

KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "Benefits & How We Work".

KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.