Principal, Investment Banking

Anywhere Delivery

Company Overview

We at Silverline are passionate about what we do. We’re a diverse group of cloud technology professionals with the same goal: to make our clients’ lives easier through technology — and we have a good time while we’re at it! As a Salesforce Platinum Partner, Silverline combines Strategic Advisory, technical implementation services, and ongoing Managed Client Services to enable organizations to achieve maximum value with the Salesforce Platform. Silverline is consistently ranked one of Glassdoor’s Best Places to Work among small- and medium-size companies, among other accolades. Come be a part of our team!

Position Overview

Contribute to Client Success

  • As a key contributor on the Delivery Industry Team, you will provide guidance and oversight to our project teams on industry best practices and trends, platforms and platform roadmaps, solution design, and accelerators
  • Work with customer stakeholders to understand desired business outcomes and define success criteria using industry expertise and knowledge of platform capabilities
  • Setup projects for success by participating in project estimation, identification of internal assets to leverage, and project kickoff
  • Collaborate with delivery teams in preparing for a successful client engagement in your area of discipline
  • Mentor Solution Architects in leading discovery and requirements refinement sessions to uncover and guide customers’ business, functional, and technological requirements

Contribute to Team Success within Capital Markets vertical

  • Create and maintain training materials/modules as well as documented best practices
  • Identify industry trends and potential accelerators for consideration as Foundry Assets
  • Host regularly scheduled educational workshops/webinars for Silverline (not necessarily Salesforce related, could be industry trends, success stories, etc.)
  • Define and promote a set of delivery and design standards unique to defined industry sectors and align them to discovery, design and resource templates for each
  • Maintain a ‘best of breed’ backlog, story maps, and other materials per sub-vertical to be a starting point for Silverline teams

Align with Internal & External Partners

  • Collaborate with internal teams (Ventures, Go To Market, Sales, and Foundry) to help shape and grow the Silverline offerings in Investment Banking, ensuring we have teams that are ready to deliver what has been sold
  • Collaborate with Sales and Account Teams to help develop specific proposals in support of new and ongoing business development
  • Collaborate with external partner organizations, such as Salesforce, to develop Silverline offerings and delivery capabilities

Grow Silverline’s Expertise

  • Assist in evaluating and growing the Investment Banking expertise of Silverline consultants 
  • Identify and engage in continuing professional education (beyond Salesforce) within the Investment Banking space (industry and partner certifications).
  • Contribute to Silverline’s industry market presence and recognition by attending conferences, writing blog posts, engaging in the Salesforce partner community, etc.
  • Revisit clients and previous projects after the dust has settled, to identify what design decisions worked, what didn't, what are the client is doing now.  Suggest new platform capabilities that the client might be able to take advantage of.
  • Collaborate with Foundry to identify and maintain the asset roadmap within Capital Markets
  • Collaborate with Alliances to develop and publish a list of vendors/apps for our preferred add-on applications
  • Incorporate emerging technologies and tools into Silverline’s offering.

Essential Skills and Requirements

  • BA/BS degree
  • 15 + years of professional and/ or consulting experience, including some combination of Investment Banking (5-10 years) and experience on the Salesforce platform (Financial Services Cloud experience a plus) or comparable CRM
  • Solid understanding of technology applications within Investment Banking
  • Proven ability to communicate and build relationships with business and technical audiences, including demonstrated success influencing senior leaders and decision makers
  • Solid thought leadership skills and ability to gain buy-in to a vision
  • Precise and effective customer communications and presentation skills
  • A proven ability to manage multiple, competing priorities simultaneously
  • Understanding of key concepts of user centered design and design thinking
  • Experience with business process definition, best practices, and reengineering
  • Experience writing user stories to capture business requirements
  • Understanding of the key levers for B2B, B2C, hybrid business models
  • Great teamwork and collaboration skills
  • Desire to learn new things and mentor team members


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