Company Overview:

Founded in 2009, Silverline is one of the largest pure-play Salesforce services partners in the world! Silverline is made up of a diverse group of people with the same goal: to make our clients’ lives easier through technology. Our focus is exclusively to help clients deploy, manage, and enable continuous value with Salesforce’s portfolio of products. Silverline’s deep industry expertise in Financial Service, Insurance & Healthcare & Life Sciences along with proven proprietary IP provides differentiated and transformational solutions to our clients.


As a Top Tier Global Summit level Salesforce Partner, Silverline provides strategy, advisory, technical implementation, and ongoing managed services to enable organizations to achieve maximum value with the Salesforce platform. From strategy and implementation to managed services, we guide Financial Services, Insurance and Healthcare industry clients to success — enabling continuous value with the Salesforce platform.


We are also proud to have been named #1 Best Places to Work among small and medium sized companies in the annual Glassdoor Employees’ Choice Awards 2018…Come join the Team and see for yourself how awesome we are!!


Position Overview:

As part of the Banking Practice, the Banking Services Lead is accountable for the overall success of a portfolio of Banking and Lending clients.  The role has also been referred to as a “seller-doer”, “techno-functional”, “applied technologist” or “traditional senior manager role in a large consulting firm”.  This role is expected to sell/influence client attainment, manage successful solution delivery and grow the client base, recruit, mentor and develop staff as well as help promote and grow the practice with marketing activities and/or support for internal initiatives. Ideal candidates will have a deep consulting and technology background with a proven record of establishing C-Level relationships that evolve into being a trusted advisor of the most senior, and influential, executives. This takes experience operating in often complex and matrixed organizations with different business goals and priorities.


Primary Responsibilities:

Portfolio Oversight and Account Management

  • Oversee portfolio, ensure client success & referencability
  • Partner with Client to grow client value in the current and future client engagements
  • Ensure/establish visibility into Client’s strategic objectives and aligned roadmap
  • Ensure healthy cross-functional team culture
  • Ensure alignment with Salesforce and other Silverline partners
  • Develop deep rooted relationships with our clients

Project Oversight

  • Responsible for overall project success including delivery and methodology accountability 
  • Responsible for successful kickoff, discovery, build, testing & go live oversight
  • Responsible for educating teams and clients on industry best practices


Professional Services Oversight

  • Engagement quality accountability
  • Margin & utilization accountability
  • Escalation support for project manager and clients
  • Facilitate seamless transition to client services or client's internal team


Client Acquisition

  • Partner with prospect on business objectives and align engagement approach
  • Oversee estimation & drive engagement staffing
  • Ensure professional services teams are set up for success and client readiness for engagement start 

Practice Development

  • Partner with Industry Leadership to curate “standard” engagement approaches for use in Client Acquisition efforts 
  • Continuously assess and improve Silverline Methodology & processes 
  • Represent Silverline brand within professional networks 
  • Leverage deep knowledge and experience in working with Banks, Credit Unions, and other lenders to enhance and evolve Silverline’s POV around the challenges, trends, and business goals for these organizations
  • Ensure a constant and dedicated focus on ensuring Silverline’s clients have the best possible experience through sales and delivery excellence
  • Author Blog Posts/Whitepapers/Position Papers


  • Foster a learning culture resulting in consultant growth and client value realization acceleration
  • Coach and mentor staff 
  • Recruit & Interview as required to build a world class consulting organization.  


Required Experience & Qualifications:

  • 8-10+ years management/technology consulting or similar experience
  • Experience in mid & back office banking initiatives
  • Direct experience with Sales/CRM, (Financial Services Cloud), nCino, Agile/Scrum and hands on Project Management
  • Experience managing a team of up to 10 direct reports
  • Experience working with and advising senior executives
  • Experience in the sales cycle helping clients with vision, working with internal partners to shape proposals, and hands on contract writing
  • Strong communication, writing, and presentation skills
  • Experience working independently and with virtual teams inclusive of on, near and offshore.
  • Proven track record of developing and maintaining profitable and referenceable customer relationships
  • Experience in proactively identifying, assessing, and mitigating risk during client engagements
  • Experience evaluating sales proposals and statements of work against proposed scope
  • Experience in Banking, Lending, Credit Union or related Fintech preferred
  • Bachelor’s Degree; MBA a strong plus
  • Willingness to travel up to 25% of the time is required


The following certifications are a plus but not required:

  • Salesforce Administrator Certification
  • Salesforce Sales Cloud Consultant Certification
  • Salesforce Service Cloud Consultant Certification
  • Salesforce Financial Services Cloud Trailhead Completion
  • nCino Certification(s)
  • PMP Certification

Apply for this Job

* Required

resume chosen  
(File types: pdf, doc, docx, txt, rtf)
cover_letter chosen  
(File types: pdf, doc, docx, txt, rtf)
When autocomplete results are available use up and down arrows to review
+ Add Another Education

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in SilverlineCRM’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Form CC-305

OMB Control Number 1250-0005

Expires 05/31/2023

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at

How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Autism
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
  • Blind or low vision
  • Cancer
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or hard of hearing
  • Depression or anxiety
  • Diabetes
  • Epilepsy
  • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
  • Intellectual disability
  • Missing limbs or partially missing limbs
  • Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
  • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.