top of page

The Fintech Challenge

Case Study: Dual-Location Recruitment of Salesforce Consultants for a Leading Fintech Company



Introduction


Our recruitment agency faced the challenging task of simultaneously hiring Salesforce consultants for a massive fintech company, with roles to be filled in two distinct locations. The project was designed to bolster the client’s capabilities in customer relationship management and financial service integration across their international offices.


Challenge


The primary challenge was to manage the recruitment process across two different geographic locations, each with its unique labor market conditions and professional talent pool. The objective was not only to find suitable candidates but also to maintain a balanced, high-quality recruitment drive in both locations, ensuring equity in talent and expertise to support the fintech company’s cohesive growth strategy.


Solution


Strategic Planning


We began with a detailed analysis of the local markets and the specific needs of the fintech company in each location. This helped in understanding the skill sets available locally and the challenges specific to each market.


Synchronized Recruitment Process


Our approach involved synchronized steps across both locations:

Localized Job Advertisements: Tailored to attract the right talent in each market while highlighting the fintech company’s global reach and innovative projects.


Centralized Assessment Criteria: To ensure consistency, all candidates underwent the same rigorous technical and soft skill assessments, tailored to the specifics of Salesforce consulting within the fintech industry.


Virtual and On-site Interviews: Depending on the local COVID-19 guidelines, we conducted both virtual and on-site interviews to accommodate candidate preferences and health safety standards. Balancing Act To ensure balance in hiring quality and expertise, we implemented several strategies:


Shared Talent Pool: Candidates were considered for roles in both locations, allowing for flexibility and a broader selection for the client.


Regular Strategy Reviews: Continuous communication between our recruitment teams in both locations ensured that strategies were aligned and effective.


Feedback Loop: Ongoing feedback from the fintech company’s HR and technical leads ensured that the recruitment process was tailored continuously to meet evolving needs. ImplementationRecruitment efforts were coordinated through our central office while being executed locally to leverage regional expertise.


This included:

Community Engagement: Participating in local tech meetups and seminars to attract Salesforce professionals.

Collaboration with Educational Institutions: Partnering with universities and tech schools to identify emerging talent in the Salesforce ecosystem.

Competitive Offerings: Ensuring attractive compensation and benefits packages that were competitive within each local market but equitable across locations. OutcomeWithin the recruitment period, we successfully placed a total of 25 Salesforce consultants, split almost evenly between the two locations. These professionals have since contributed to:


Enhanced CRM Capabilities: Upgrading the fintech company’s Salesforce platform to better manage customer data and integrate with other financial services.


Cross-Location Collaboration: Establishing a robust collaboration framework between the two teams, enhancing knowledge sharing and innovation.


Scalability and Adaptability: Developing scalable solutions that can be adapted to various international markets, supporting the company’s global expansion efforts.



Conclusion


This dual-location recruitment project not only filled the immediate talent needs of our fintech client but also demonstrated our agency’s capability to handle complex, multi-location HR projects under tight timelines. Our balanced and synchronized approach ensured that both locations were equipped with top-tier Salesforce consultants, supporting our client’s objectives of global growth and technological excellence. This successful engagement further solidified our agency’s reputation as a leader in specialized recruitment solutions.



Case Study: Dual-Location Recruitment of Salesforce Consultants for a Leading Fintech CompanyIntroductionOur recruitment agency faced the challenging task of simultaneously hiring Salesforce consultants for a massive fintech company, with roles to be filled in two distinct locations. The project was designed to bolster the client’s capabilities in customer relationship management and financial service integration across their international offices.ChallengeThe primary challenge was to manage the recruitment process across two different geographic locations, each with its unique labor market conditions and professional talent pool. The objective was not only to find suitable candidates but also to maintain a balanced, high-quality recruitment drive in both locations, ensuring equity in talent and expertise to support the fintech company’s cohesive growth strategy.SolutionStrategic PlanningWe began with a detailed analysis of the local markets and the specific needs of the fintech company in each location. This helped in understanding the skill sets available locally and the challenges specific to each market.


Synchronized Recruitment Process

Our approach involved synchronized steps across both locations:

  • Localized Job Advertisements: Tailored to attract the right talent in each market while highlighting the fintech company’s global reach and innovative projects.

  • Centralized Assessment Criteria: To ensure consistency, all candidates underwent the same rigorous technical and soft skill assessments, tailored to the specifics of Salesforce consulting within the fintech industry.

  • Virtual and On-site Interviews: Depending on the local COVID-19 guidelines, we conducted both virtual and on-site interviews to accommodate candidate preferences and health safety standards.

Balancing Act

To ensure balance in hiring quality and expertise, we implemented several strategies:

  • Shared Talent Pool: Candidates were considered for roles in both locations, allowing for flexibility and a broader selection for the client.

  • Regular Strategy Reviews: Continuous communication between our recruitment teams in both locations ensured that strategies were aligned and effective.

  • Feedback Loop: Ongoing feedback from the fintech company’s HR and technical leads ensured that the recruitment process was tailored continuously to meet evolving needs.

Implementation


Recruitment efforts were coordinated through our central office while being executed locally to leverage regional expertise. This included:

  • Community Engagement: Participating in local tech meetups and seminars to attract Salesforce professionals.

  • Collaboration with Educational Institutions: Partnering with universities and tech schools to identify emerging talent in the Salesforce ecosystem.

  • Competitive Offerings: Ensuring attractive compensation and benefits packages that were competitive within each local market but equitable across locations.


Outcome


Within the recruitment period, we successfully placed a total of 25 Salesforce consultants, split almost evenly between the two locations. These professionals have since contributed to:

  • Enhanced CRM Capabilities: Upgrading the fintech company’s Salesforce platform to better manage customer data and integrate with other financial services.

  • Cross-Location Collaboration: Establishing a robust collaboration framework between the two teams, enhancing knowledge sharing and innovation.

  • Scalability and Adaptability: Developing scalable solutions that can be adapted to various international markets, supporting the company’s global expansion efforts.


Conclusion


This dual-location recruitment project not only filled the immediate talent needs of our fintech client but also demonstrated our agency’s capability to handle complex, multi-location HR projects under tight timelines. Our balanced and synchronized approach ensured that both locations were equipped with top-tier Salesforce consultants, supporting our client’s objectives of global growth and technological excellence. This successful engagement further solidified our agency’s reputation as a leader in specialized recruitment solutions.


Comments


bottom of page