Salesforce Talent Acquisition for the Financial Industry

At Tech2, we pride ourselves on being a leading talent acquisition agency specializing in Salesforce professionals. We understand the unique staffing needs of companies using Salesforce within the financial services sector, and we are dedicated to providing top-tier talent to meet those needs.

Our talent acquisition process includes:

  • Initial Consultation: We begin by understanding your specific needs and requirements.
  • Candidate Sourcing: We tap into our extensive network to find potential candidates.
  • Screening: We screen candidates for both skills and culture fit to ensure they align with your company’s values and objectives.
  • Shortlisting: We present you with a shortlist of top talent, saving you the time and effort of sifting through countless resumes.
  • Commitment: We are dedicated to providing personalized and efficient talent acquisition solutions tailored to your needs.

Let's Discuss Your Talent Requirements

    3 ways Tech2 and Salesforce can impact your company:

    Banking: Automating customer experiences, uniting teams and delivering exceptional customer experiences is crucial. Tech2 understands the importance of automating every customer touchpoint. Our pool of Salesforce talent can help banks leverage the platform’s capabilities to automate customer experiences, providing an intelligent and shared view of real-time customer data and insights. By utilizing Salesforce, banks can streamline operations, enhance customer satisfaction, and foster collaboration among teams.

    Insurance: Empowering agents with real-time data automation and AI insights enables them to sell effectively and drive business growth. Our Salesforce professionals possess the skills to integrate Salesforce with insurance systems, allowing agents to access real-time data, automation tools, and AI-embedded insights. With Tech2’s assistance, insurance companies can offer accelerated services, enhance agent productivity, and deliver personalized experiences to policyholders.

    Wealth & Asset Management: Deepen fiduciary relationships, drive productivity and grow AUM. By leveraging Salesforce, wealth and asset management firms can use data-driven insights and real-time engagement to build strong relationships, automate processes to increase efficiency and use AI to anticipate opportunities and recommend actions. Our professionals also understand the compliance requirements of the industry, ensuring a connected and compliant platform to grow the company’s book of business.


    Essential Salesforce Skills Needed in Finance Industry

    Candidates seeking to work in finance companies as Salesforce professionals should ideally possess the following essential skills:

    • Salesforce Configuration: Proficiency in customizing and configuring Salesforce to meet the specific needs of a finance company.
    • Data Management: Ability to manage and analyze large volumes of financial data within Salesforce.
    • Financial Services Cloud Knowledge: Understanding of Salesforce’s Financial Services Cloud and its applications in the finance industry.
    • Integration Skills: Ability to integrate Salesforce with other financial software and systems.
    • Security Practices: Knowledge of Salesforce’s security features to ensure the protection of sensitive financial data.
    • Salesforce Reporting and Dashboards: Skills in creating custom reports and dashboards to provide financial insights.
    • Understanding of Financial Processes: Familiarity with financial processes and terminologies, and the ability to translate these processes into Salesforce workflows.

    Fuel Your Finance Company's Success with Skilled Salesforce Talent from Tech2

    Tech2 Resources is your go-to partner for Salesforce talent acquisition. We have an extensive network of pre-screened Salesforce professionals ready to bring their expertise to your company. Our team understands the specific needs of finance companies and is adept at matching the right talent with the right company based on culture fit and skill set. Our track record speaks for itself, with numerous successful placements and satisfied clients.

    Our Process

    Our process is a 6-step systemized process that secures the Top 15% of Salesforce specialized talent.

    1. Scope

    We scope your requirements for the best candidate fit, considering interpersonal and soft skills to specific Salesforce expertise.​

    2. Search

    We’ve mapped the entire US Salesforce talent pool and ensure a steady stream of the most talented professionals.

    3. Screen

    Our recruiting experts select the best-fit candidates for the organization, considering technical skills, cultural fit, and background.

    4. Present

    We present 3-4 of the top Salesforce candidates to you with an overview of their background and credentials.

    5. Reference Check

    We will provide professional reference checks as requested through the interview and offer stage.

    6. Secure

    We’ve worked closely with you and you’ve chosen a candidate to negotiate terms for a long-lasting, positive professional relationship.

    Finance Companies Love Working With Us

    They sometimes knew what we needed before we asked!

    – Duke Le, Director of Corporate IT, Taulia

    I came across Tech2 Resources when my organization was in need of Salesforce expertise. Phil was extremely helpful, responsive, and never gave me the “hard sell.” He was patient with me while my company went through the decision-making process and in the end, provided us with a Salesforce Admin who was a perfect fit. This was a cost-effective alternative to agencies that want to sell expensive consulting packages. I will continue to work with Phil and give Tech2 my highest recommendation.

    –  Nathan Post, Strategic Communications Leader, BCS Financial Corporation

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