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Salesforce Solutions Manager, CRM - Service Delivery Center - San Antonio, TX

Location:  San Antonio
Other locations:  Primary Location Only
Salary: Competitive
Date:  Sep 18, 2022

Job description

Requisition ID:  1030524

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.


Service Delivery Center — Salesforce Solutions Manager


Ernst & Young LLP (EY) is the only professional services firm with a separate business unit (FSO) dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. This practice also has several Service Delivery Centers that are made up of high-performing US-based resources who work closely with our experienced client-serving professionals to deliver project-based work and managed services to our US-based financial services clients. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!

As a member of the Salesforce Solutions Delivery Team, you will collaborate on challenging projects that enable you to have a real economic impact on our clients and communities — and your career. Our integrated, issues-based approach to service delivery means your work will span all types of clients dealing with complex issues across a wide range of industries. As part of this team, you’ll join talented individuals who have deep industry, product, and client knowledge.

We focus on two distinct areas:

  • We help clients develop strategies to drive transformational change. We provide strategy through execution. We help define business strategies for our clients and bring those strategies to life, realizing actual value to achieve new levels of business performance.
  • We help clients improve their business processes to drive business outcomes. We help finance functions keep pace with evolving business priorities; sales and marketing teams attract and retain valuable customer relationships; internal audit functions become more relevant to the business; and supply chains deliver lower costs, more revenue, and better shareholder value. We help design and implement the technologies that drive business performance. We help our clients make sense of all of the existing and emerging technologies available and enable them to use them to their advantage.

The opportunity:

As a Manager, you’ll be based in our Service Delivery Center, which is made up of high-performing US-based colleagues who work closely with our experienced advisory professionals. We deliver Salesforce Solutions project-based work and managed services to our clients. Here, you’ll work as part of a project team and will be responsible for the design, build/configuration, testing, analysis, delivery, and support of Salesforce Solutions. This position is fast-paced and ever-changing, which means you’ll need to be a flexible self-starter and be able to manage changing priorities and learn new and rapidly changing technology solutions.


During your introductory training, we’ll help you to develop your Salesforce Solution technical and soft business skills to support your career, so you can learn emerging technology and be empowered to jump right in. You’re likely to balance your time among different Salesforce solutions and other immersive technologies such as data management, integration, analytics, automation, and artificial intelligence.  It’s all about interpreting business and technical requirements, enabling leading practices as well as executing delivery activities across the client’s organization. As part of that, you’ll need to be a logical thinker and have an active passion for learning and being challenged.

Your key responsibilities:

  • Participate in all delivery phases of Salesforce Solution deployments
  • Work on Salesforce configurations and customizations
  • Work on Salesforce integrations and data migrations
  • Work in agile and sure step methodologies
  • Lead team members in all delivery phases, including inception, elaboration, construction, and transition, across multiple engagements
  • Oversee the development of requirements specifications and design documents
  • Facilitate workshops to elicit functional requirements from client partners both remotely and on-site
  • Document, refine, and publish requirement artifacts in support of client business needs
  • Develop requirements specifications and design documents
  • Create use cases for business process flows
  • Document design workshop deliverables
  • Complete configuration documents
  • Conduct unit tests and analyze results to confirm that developed code meets requirements
  • Support user acceptance testing and defect resolution
  • Develop training and communications materials to drive user adoption
  • Support the Senior Managers in upward stakeholder management and day-to-day management of the Salesforce Competency within the Service Delivery Center

To qualify for the role, you must have:

  • A bachelor's degree in business, computer science, engineering, information systems or related technology majors, or related field preferred
  • Five to seven years of experience as a member of a technology team participating in one or many of the technology life cycle phases; could include requirements definition, architecture design, conversion, and testing
  • An interest in software configuration, development, workflow, process design, analysis, and quality assurance
  • Three years of experience with implementing technology solutions using Agile and Waterfall methodologies
  • Three years of experience with analyzing and solving problems of a complex nature and working with business, management, and technology concepts
  • Three years of experience with Salesforce configuration and project delivery, including Workflows, Plugins, and System Administration
  • Experience with Salesforce integrations and data migrations
  • Experience with Salesforce third-party applications, tools, and data adaptors
  • Experience with Salesforce automated solution deployments and DevOps solutions
  • Proven project management, teaming, organizational, analytical, and problem-solving skills
  • Experience working in a shared services function and environment a plus
  • Ability and willingness to travel up to 50% of the time
  • A driver’s license valid in the US

What we look for

We’re interested in intellectually curious people with a passion for finding new and innovative ways to make things better. You’ll also need to be a self-starter and quick learner with a strong background in computer science from both theoretical and practical points of view. If you’re ready to be the future of the group and make your mark in a growing business, this role is for you.

What working at EY offers

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, a minimum of three weeks of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Support and coaching from some of the most engaging colleagues in the industry
  • Opportunities to develop new skills and progress your career
  • The freedom and flexibility to handle your role in a way that’s right for you

About EY

As a global leader in assurance, tax, transaction, and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities, and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Make your mark. Apply now

What we offer


We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


  • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
  • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
  • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.


If you can demonstrate that you meet the criteria above, please contact us as soon as possible.


The exceptional EY experience. It’s yours to build.


EY | Building a better working world


EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.


Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.


Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.


EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.


EY is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and either need assistance applying online or need to request an accommodation during the interview process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at

Nearest Major Market: San Antonio

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