Home | MFI Insights | MFI Case studies
Case studies and testimonials
Salesforce recruitment—it’s what we do
California Medical Evaluators
Delivering top Salesforce “unicorns”
The challenge
California Medical Evaluators is a full-service QME practice management company focused on providing physicians with everything they need to become highly successful in the medical-legal field.
When California Medical Evaluators needed Salesforce professionals that could provide administration, development, and project management skills, this complex combination became a unique challenge. Faced with the reality that they did not have the internal resources needed to source the candidates, they turned to Mason Frank.
The solution
California Medical Evaluators engaged with Mason Frank to find candidates for two roles: Salesforce Administrator and Salesforce Administrator/Developer. Using our unrivaled market intelligence and exclusive candidate database, we quickly sourced suitable candidates who met their required skills and experience. COO, Tasha Austin, says: “Mason Frank moved so fast that I had several candidates in my inbox before the day was over.”
Mason Frank sourced professionals with the skills, high-level enterprise experience and cultural fit needed to deliver immediate results. In the six months they have been working with California Medical Evaluators, Mason Frank has successfully negotiated rates to meet everyone’s expectations and delivered two permanent Salesforce professionals.
The benefits
Mason Frank partnered with California Medical Evaluators to find the “unicorn” they were looking for and delivered highly-skilled, professional Salesforce talent that “hit the ground running” immediately. Tasha explains: “We have made more progress in a few months with the right candidate from Mason Frank than we realized in the previous 12 months without the dedicated resource.”
One of the recruits is now transforming the company’s internal Salesforce system and will be bringing on board additional resources in the near future to support the implementation and rollout of these business-critical enhancements.
Discussing what makes Mason Frank different, Tasha says: “Mason Frank has aligned with, and brought value to, our business needs, with shared values such as integrity and experience. We didn’t have the expertise in-house to source the candidates we needed to grow our business, which is why I am so thankful that Mason Frank met our exact needs and exceeded our expectations.”
Financial services case study
Sourcing industry-specific nCino professionals
The challenge
This Louisiana-based consulting firm is one of the top nCino practices in the USA. It also has a leading Salesforce practice.
The client only recruits candidates with a detailed understanding of the nCino market, combined with a strong background in Salesforce and relevant industry experience. These ultra-specific requirements can dramatically reduce the candidate pool available, and coupled with a highly competitive marketplace, exceptional Salesforce and nCino candidates are incredibly hard to find. This is where Mason Frank’s skilled recruiters shine; finding the “unicorns”.
The solution
The client turned to Mason Frank due to our vast knowledge of the ecosystem and extensive candidate network.
In the last eight months, Mason Frank has successfully delivered 16 permanent and contract positions across the client’s US offices. These highly skilled Salesforce positions included a variety of Developer, CPQ, Manager, Consultant, and Architect roles.
Deepening the relationship further, the client also signed an Exclusive Service Agreement (ESA) with us, providing an enhanced level of service and reducing the cost-per-hire. The ESA gives its team access to dedicated recruiters who work on their hiring needs under an agreed project plan. Plus, they have exclusive rights to candidates identified during the recruitment process, enabling them to secure the most sought-after talent before anyone else.
The benefits
The client describes Mason Frank as “an extension to its recruitment team”, commending us on the quality of the candidates we source, our ability to meet its industry-specific nCino and Salesforce requirements, and our responsiveness to its staffing needs.
Our team goes above and beyond the organization’s expectations to find high-caliber professionals quickly in a fast-moving, candidate-scarce market. As a result, the time-to-hire process can take place in a matter of weeks or even less.
Mason Frank is now partnering with this leading US consulting firm for its future resourcing needs.
Healthcare case study 1
Immediate contract resource
The challenge
A large California-based Salesforce Partner had immediate needs for multiple contract resources. In the past, the client had relied on its professional network or hired small groups to fill skill gaps within its teams. As a result of COVID-19, the market was evolving; not only was increased demand creating greater competition for candidates, but what candidates wanted from their jobs was changing too.
The client saw a spike in demand for development services but struggled to find available talent with Lightning Web Component (LWC) experience. As Mason Frank had an existing relationship with the hiring manager, we were engaged to deliver senior-level Salesforce technical Project Manager, Engagement Manager, Senior Developer, and Data Specialist roles.
The solution
Mason Frank focused on non-client-facing Senior Developers who were highly qualified to provide results straight away. The business needed Salesforce professionals who were technically competent and capable of executing projects immediately.
The client later utilized our services for its client-facing functional roles and Technical Project Manager and Lead Engagement Manager vacancies. In these functional, front-of-house positions, the organization sought solid communicators who were both consistent and reliable.
Mason Frank delivered exceptional candidates quickly and within budget, ensuring the client’s projects could successfully begin on time. In the last 12 months, Mason Frank has placed 10 contract professionals and seven consultants.
The benefits
Mason Frank’s knowledge and understanding of Salesforce and the competitive candidate-driven market, combined with our ability to deliver high-quality professional resources, were all key benefits to this consulting partner.
We delivered two resources that subsequently led high-profile projects within the business. This resulted in additional hires and the establishment of new best practices aligned to each of the organization’s Salesforce disciplines.
Healthcare case study 2
A rapid response during the pandemic
The challenge
A leading healthcare company that manufactures vaccines and therapeutics through preclinical and clinical trials had an immediate need for a Salesforce Administrator on a contract basis to help reduce the increased workload it was experiencing due to COVID-19.
The contract required between just five and 10 hours a week for three months. However, finding a candidate willing to work these limited hours proved challenging, so the client contacted Mason Frank’s Healthcare team to meet this niche requirement.
In addition, the organization was looking for a Salesforce professional earlier on in their career who still possessed sufficient hands-on experience.
The solution
Mason Frank’s Healthcare team sourced exceptional candidates that perfectly matched the job specification. The client commended us on our delivery speed and found the recruitment process ultra-professional and straightforward from start to finish.
The benefits
Mason Frank’s specialist knowledge of the healthcare industry, deep Salesforce candidate pool, and ability to quickly source high-caliber, talented resources were all cited as extremely important to the client. Our business model proved a perfect solution.
As a result of our team’s impressive service, the company is partnering with Mason Frank for its future Salesforce hiring needs.
Healthcare, technology and manufacturing case study
A valued extension to the client’s team
The challenge
This boutique Salesforce Partner is based in Massachusetts and offers full implementation services, managed services, and management consulting. The partner uses multiple Salesforce solutions to run its business, including; Sales, Service, Marketing, and Communities Clouds, as well as specialization in CPQ and marketing automation.
Like many Salesforce Partners, our client faced challenges attracting Salesforce professionals in a fiercely competitive candidate-driven market. The business saw Mason Frank as a leader in the Salesforce ecosystem with a deep pool of Salesforce talent across multiple industries.
Boasting some of the highest hiring standards within the Salesforce Partner ecosystem, the organization looks for a specific type of professional who possesses technical ability and an intrinsic understanding of communication, poise, and presence, with multiple years of consulting experience.
The client understands its high standards can limit the candidate pool. However, in return, the organization offers professionals the space to grow, flexibility, and a steady flow of project work that requires zero lead-chasing or pre-sales. The company seeks long-term relationships rather than one-off project help.
The solution
Our recruiters have delivered over 39 consultant and management roles, including 10 permanent positions and 29 contract, seven of which have been contracting with the business through Mason Frank for almost five years. We’ve recruited most recently for a mix of Senior Salesforce Consultant, Engagement Manager, Technical Architect, Senior Developer, and Marketing/Pardot Consultant roles.
Mason Frank partnered with this client by listening to its business needs and providing the best technical resources to position the company for growth.
The benefits
Mason Frank has become a valued extension to the client’s team. By delivering on the organization’s ongoing Salesforce recruitment needs, the business has been able to focus on maintaining and growing its client base.
We provide value through our wide-ranging candidate networks and deep knowledge of Salesforce, current market rates and industry trends, enabling us to act as an internal consultant. By understanding the organization, listening to the team’s business goals and fully grasping their staffing needs, Mason Frank has now become this client’s trusted recruitment partner.
Manufacturing case study
Delivering hard-to-find CPQ talent
The challenge
This client provides industry-leading solutions, products and services to the energy, service provider, and industrial markets and needed an exceptional Salesforce CPQ Architect.
With 20 years of quote-to-cash experience in a manufacturing setting, the client’s CPQ needs were very nuanced, and as a result, it had ultra-specific hiring needs.
The organization was looking for a strong culture fit and an exceptional candidate with a solid technical background, thorough CPQ knowledge, and excellent communication skills. Experience in the manufacturing industry was also essential.
Finding a resource within its budget who could also provide high-level guidance and the flexibility to adapt to the business was crucial. In addition, due to immediate project deadlines, the client needed to fill the vacancy fast.
The solution
Mason Frank, together with our sister staffing brands, have made 25 placements in total with this client, including seven Salesforce roles in 2021 alone.
Thanks to our specialist market knowledge and the fact that we had recently recruited for similar roles on behalf of Salesforce itself, we were best placed to find the right candidate for this hard-to-fill CPQ Architect vacancy.
We sourced three high-caliber professionals who fulfilled the job criteria. One of these applicants was subsequently offered the job and placed in the company, with the entire process turned around in less than four weeks.
The benefits
Our team’s exceptional listening and communication skills enabled us to fully understand the client’s needs for this role, and we delivered a candidate that exceeded the fundamental requirements.
Rapidly adapting to the company’s evolving needs, we were able to quickly set up the candidate interviews. The client also praised our responsiveness throughout the process. Looking ahead, the business intends to partner with Mason Frank for its Salesforce staffing needs.