Are you ready to make an impact?
West Monroe is seeking a Principal to help financial services organizations transform customer experiences, modernize operations, and drive business value through Salesforce Financial Services Cloud (FSC), Agentforce, and AI-enabled solutions. This leader will serve as a trusted advisor to executive stakeholders, lead complex transformation programs, drive business development, and contribute to the growth of our Salesforce practice.
What You Will Do
- Lead Salesforce transformation initiatives for banking, wealth management, insurance, and other financial services clients.
- Advise executives on Financial Services Cloud, Agentforce, AI, CRM strategy, and customer engagement transformation.
- Lead solution design, implementation, and adoption efforts that deliver measurable business outcomes.
- Guide clients in leveraging Agentforce, Einstein AI, generative AI, and automation to improve customer experiences and operational efficiency.
- Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
- Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes. .
- Support proposals, solution positioning, and pursuit efforts in collaboration with Salesforce alliance teams and strategic partners.
- Support the growth of the Salesforce practice through thought leadership, talent development, and knowledge sharing.
- Develop reusable methodologies and best practices related to FSC, Agentforce, and AI-enabled transformation.
- Lead and mentor junior consultants during delivery and through performance management.
What You Will Bring
- 7+ years of consulting, technology, or business transformation experience, including leadership of enterprise Salesforce programs.
- Deep expertise in Salesforce Financial Services Cloud and financial services business processes.
- Experience leading Agentforce, Einstein AI, generative AI, or other AI-enabled Salesforce initiatives.
- Proven ability to influence executive stakeholders and develop trusted client relationships.
- Experience developing transformation strategies, business cases, and technology roadmaps.
- Salesforce certifications preferred; FSC and AI-related certifications are a plus.
- Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
- Strong analytical, problem solving, and quality assurance experience.
- Strong communication skills to be able to work with C-level clients.
- Ability to travel 25 to 50%.
- A commitment to inclusion and diversity, and openness to new ideas and perspectives.
- Ability to work permanently in the United States without sponsorship.
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.
Other consultancies talk at you.
At West Monroe, we work with you.
We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroe is an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to [email protected].
Please review our current policy regarding use of generative artificial intelligence during the application process.
If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.