Salesforce specialist

We are seeking a Salesforce Solutions Specialist to join our team, focusing on Finance and Operational functions within the Oliver Wyman ERP application. This hybrid role combines analytical expertise with project coordination skills, ensuring that business needs are identified, and projects are executed successfully. You will collaborate closely with cross-functional teams, stakeholders, and management to deliver projects on time and aligned with organizational objectives.

Salesforce Solutions Specialist

We will count on you to:

• Provide first-line support for ERP modules including General Ledger, Accounts Payable/Receivable, Financial Reporting, Resource Management, Project Management, Time & Expense, and Billing.

• Collaborate with Finance and operational stakeholders to gather, document, and analyze business requirements aligned with financial controls and compliance.

• Act as a liaison between Finance, HC, Technology teams, Salesforce specialists, and vendors to design configuration changes, integrations, and process automations.

• Map, evaluate, and optimize finance-related processes, championing best practices such as automated invoice processing and compliance reporting.

• Assist in project planning, coordinate cross-functional teams, and manage testing and validation of ERP system updates and new features.

What you need to have:

• Bachelor’s degree in Business, Information Systems, Accounting, Finance, or a related field.

• 3+ years of experience in business analysis, finance systems support, or project management, preferably with ERP/Financial Management solutions like Certinia/FinancialForce, Oracle, SAP, or Workday.

• Hands-on experience supporting or implementing financial modules such as General Ledger, AP/AR, Fixed Assets, or Financial Planning.

• Proven ability to work effectively with cross-functional teams in a fast-paced, global environment.

• Strong proficiency in Microsoft Office and project collaboration tools such as Azure DevOps, Service Now, or Jira.

What makes you stand out:

• Experience with Salesforce platform and PSA applications, especially within the Certinia or Salesforce ecosystem.

• Technical aptitude with cloud-based ERP/Financial applications and familiarity with data/reporting tools and dashboard creation.

• Excellent verbal and written communication skills, able to bridge business and technical audiences.

• Knowledge of Finance compliance, controls, and audit requirements in SaaS/cloud environments.

• Experience using documentation and collaboration tools like Confluence and SharePoint for requirements and change management.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marshmclennan.com, or follow on LinkedIn and X.


Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].


Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.


The applicable base salary range for this role is $94,000 to $188,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.


We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.