Vantage Point
11 - 50 employees
Founded 2018
💼 Consulting
🤝 B2B
🤖 Artificial Intelligence
Consulting • B2B • Artificial Intelligence
Vantage Point is a senior-led, AI-augmented Salesforce and HubSpot consulting firm focused on regulated and compliance-heavy industries. Founded by a former financial-services COO, the company delivers CRM implementations, system integrations, AI-driven personalization and analytics, managed services, and compliance/security solutions for clients in financial services, healthcare, and other regulated sectors. Vantage Point emphasizes senior-level delivery (the team you meet is the team that delivers), has completed 400+ engagements with a high client retention rate, and provides strategic advisory, change management, and ongoing platform optimization for Salesforce and HubSpot ecosystems.
Salesforce Consultant – Managed Services
Job not on LinkedIn
🔥 3 hours ago
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Vantage Point
11 - 50 employees
Founded 2018
💼 Consulting
🤝 B2B
🤖 Artificial Intelligence
Consulting • B2B • Artificial Intelligence
Vantage Point is a senior-led, AI-augmented Salesforce and HubSpot consulting firm focused on regulated and compliance-heavy industries. Founded by a former financial-services COO, the company delivers CRM implementations, system integrations, AI-driven personalization and analytics, managed services, and compliance/security solutions for clients in financial services, healthcare, and other regulated sectors. Vantage Point emphasizes senior-level delivery (the team you meet is the team that delivers), has completed 400+ engagements with a high client retention rate, and provides strategic advisory, change management, and ongoing platform optimization for Salesforce and HubSpot ecosystems.
📋 Description
• Own ongoing client relationships — you're their go-to, day in and day out • Lead delivery all phases of managed service engagements, from onboarding through continuous improvement cycles • Run process workshops and strategic conversations around sales, service, marketing automation, and operations • Proactively identify opportunities to improve and expand what Salesforce is doing for your clients, don't wait to be asked • Keep deliverables on track, on time, and high quality • Jump into pre-sales conversations and help shape proposals when needed • Help the team grow by sharing what you know and brainstorming solutions together
🎯 Requirements
• 5+ years in a Salesforce consulting role • One or more Salesforce certs: Sales Cloud Consultant, Service Cloud Consultant, Community Cloud Consultant, or Financial Services Cloud Accreditation • A background in a regulated industry is a big plus
🏖️ Benefits
• 100% remote role
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