Work at Fortimize

If you make a positive influence wherever you go and think you could contribute to the Fortimize team, we’d like to hear from you. Please reference one of our job postings on LinkedIn in the title of your email with cover letter and resume attached to careers@fortimize.com.

About Us

Fortimize is a NYC-based Salesforce consulting and ISV partner focused in financial services with teams located around the country. Our fast-growing group of cloud technology experts works nationwide to design solutions that empower businesses to grow quickly and efficiently. Fortimize delivers Salesforce implementations, analytics, integrations, and mobile apps to financial services companies, including REITs, property managers, mortgage lenders, PE firms, I-bankers, M&A teams, wealth managers, traders, family offices, trust companies, bankers and finance companies.

Careers

Salesforce Solutions Architect

Summary of Role

As a Solutions Architect, you will be working primarily remotely as part of a consulting team that includes a Project Manager, other Consultants, Developers and Architects. You will participate in client meetings and calls to gather and document client requirements. Working with your project team, you will summarize your findings and present them to the client, configure Salesforce and load sample and legacy data. When the project wraps up, you will deliver client training and adoption programs.

It’s a fast-paced, multi-faceted role in a rapidly growing organization. Being great with people is a must. For those with the right stuff, there is ample opportunity for rapid advancement. Successful team members are self-directed problem solvers, able to learn quickly, and are passionate about delivering transformational business outcomes for our clients.

Solutions Architects advance into Sr. Solutions Architects, and can then choose to purse project management or individual contributor roles. 

Responsibilities

  • Able to document business requirements and write and estimate relevant user stories
  • Draft a Summary of Findings including Salesforce program roadmap, business requirements, and user stories
  • Create Configuration Workbook from business requirements
  • Deliver custom configuration to support business requirements (Objects, Relationships, Process Builder, Flow, and relevant Apps)
  • Develop Reports & Dashboards requirements for client use case
  • Provide End-User and System Administrator training
  • Develop and Execute test scripts
  • Perform standard and ETL data migration tasks, able to use data loader and other tools
  • Mentor junior level consultants
  • Work both independently and collaboratively

Education and Required Experience

  • Bachelor’s degree in Computer Science, Accounting, Business Administration or equivalent combination of education and experience
  • Relevant Work Experience
  • Strong presentation and communication skills
  • Located and able to work in the U.S. from a home office (preferably in the NYC area) and able to travel up to 25-50%
  • Salesforce Administrator Certified
  • Salesforce Sales Cloud Certified or in process
  • Salesforce Platform App Builder Certified or in process
  • Preferred Experience:
    • Wave Analytics, Pardot, Drawloop, Informatica, Salesforce for Outlook, Docusign, and/or X-Author
  • Not eligible for Visa sponsorship

We are an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply.

Sr. Solutions Consultant/Project Manager

Summary of Role

As a Sr. Solutions Consultant/Project Manager, you will be working primarily remotely as part of a consulting team that includes a Project Manager, Solutions Consultant(s), Developer(s) and Architect, and you may act in one or more of these roles. You will lead client meetings and calls to gather and document client requirements. Once requirements are gathered, you will oversee the project for scope, timeline, and budget and contribute to the configuration of Salesforce and load data.

It’s a fast-paced, multi-faceted role in a rapidly growing organization. Being great with people is a must. Experience in real estate and financial services is a huge plus. For those with the right stuff, there is ample opportunity for rapid advancement. Successful team members are self-directed problem solvers, able to learn quickly, and are passionate about delivering transformational business outcomes for our clients.

Responsibilities

  • Able to document business requirements
  • Deliver custom configuration from a defined solution
  • Create Reports & Dashboards from a defined set of requirements
  • Execute test scripts
  • Perform standard data migration tasks, able to use data loader
  • Conduct discovery meetings with clients to determine the scope of the project
  • Develop User Stories and provide estimates to deliver functionality
  • Lead design sessions with customers to ensure that their business problems are addressed and that their strategic goals are met
  • Lead steering committee meetings with the client and function as the escalation point for client communication
  • Build and manage project timelines and manage resources, scope and budget to ensure on-time and on-budget project delivery
  • Consult on change management best practices and assist the client in implementing a change management plan
  • Participate in the pre-sales process as needed for RFPs and SOWs
  • Compose detailed design documentation
  • Construct a training plan and train end users

Education and Required Experience

  • Bachelor’s degree: Preferred majors include Accounting, Psychology or Business Administration
  • 3-5 years working as a Project Manager on CRM projects
  • 2+ years working with the Salesforce Platform
  • Strong presentation and communication skills
  • Located and able to work in the U.S. (preferably in the NYC area) and able to travel up to 25-40%
  • Salesforce Administrator Certified and Sales Cloud Certified
  • Not eligible for Visa sponsorship

We are an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply.

Salesforce Solutions Analyst

Summary of Role

As a Solutions Analyst, you will be working primarily remotely as part of a consulting team that includes a Project Manager, Solutions Consultant(s), Developer(s) and Architect. You will participate in client meetings and calls to gather and document client requirements. Once requirements are gathered, you will hold the primary responsibility to configure Salesforce and load data.

It’s a fast-paced, multi-faceted role in a rapidly growing organization. Being great with people is a must. Experience in real estate and financial services is a huge plus. For those with the right stuff, there is ample opportunity for rapid advancement. Successful team members are self-directed problem solvers, able to learn quickly, and are passionate about delivering transformational business outcomes for our clients.

Solutions Analysts advance into the Solutions Consultant role. On successful advancement from the Solutions Consultant track, one can choose to pursue a Project/Support Management path or to contribute individually as a Solutions Architect.

Responsibilities

  • Able to document business requirements
  • Deliver custom configuration from a defined solution
  • Create Reports & Dashboards from a defined set of requirements
  • Execute test scripts
  • Standard data migration tasks, able to use data loader

Education and Required Experience

  • Bachelor’s degree: Preferred majors include Computer Science, Accounting, or Business Administration
  • Relevant Work Experience
  • Strong presentation and communication skills
  • Located in NYC area and able to work in the U.S and able to travel up to 40-60%
  • Salesforce Administrator Certified or certification in process
  • Not eligible for Visa sponsorship

We are an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply.