What Are Some Fun Facts About Casey Rio?
Casey's background is anything but ordinary:
- Robotics enthusiast — Competed in Lego League in middle school building robots out of Legos
- Culinary trained — Originally attended culinary school and worked as a line cook and cake maker
- Diverse career path — Progressed through Customer Service, Marketing, Sales, and Data Analytics/Governance in the insurance industry before transitioning to Salesforce
- Florida transplant — Originally from Connecticut, now living in the Tampa, Florida area
What Is Casey's Favorite Part of Working for Vantage Point?
Collaborating with the team! Everyone at Vantage Point has a unique background and brings a different skill set to the table. Our work environment allows us to leverage each other's knowledge and learn from each other with every project.
💡 Insider Tip: At Vantage Point, consultants collaborate across specialties, meaning clients benefit from a full range of expertise on every engagement.
How Did Casey Get to Vantage Point?
During my job search I was contacted by Vantage Point to see if I was interested in applying for the Sr. Consultant position. I loved that the position was going to allow me to leverage my existing skill set, but also challenge me to push my career to the next level.
Most of all, the core values of the company really resonated with me:
- Ownership Mentality — Taking responsibility for outcomes
- Collaborative — Working together as a team
- Tenacious — Persevering through challenges
- Humbly Confident — Balancing expertise with openness to learn
These values hit a home run for me and align closely with my own personal values.
If Casey Wrote a Memoir, What Would the Title Be?
I would title it An Uphill Celebration. There are so many things in life that can be challenging, many for me that started at an early age, but I welcome almost all of them with open arms. I'm a big proponent of personal growth and have excitedly taken on many new things, personal and professional, that have contributed to where I am in life today.
What Advice Would Casey Give Herself on Day One at Vantage Point?
Have patience and confidence in yourself. Starting a new job after working at the same company for 8 years was a big challenge for me. Meeting all new people and learning new processes was nerve wracking, but it didn't take long before I felt right at home and like a member of the family.
What Is Casey's Typical Coffee Order?
I absolutely love a Vanilla Cream Cold Brew! It's simple, understated and vanilla is a classic, which speaks to my minimalistic and simple approach to life and style.
If Casey Could Choose Any Superpower, What Would It Be?
Teleportation, there's so much to see in this beautiful country and world that we live in and I would love to get to see as much as possible without the hassle of traveling.
What Is Casey's Most Unusual Talent?
Cake decorating. I originally went to culinary school and loved everything about baking, but took a special interest in decorating cakes. Back in the day I even had a small side business where I made all kinds of cakes ranging from birthdays, gender reveals, graduations and my favorite, weddings!
What Would Casey Tell Someone Thinking of Applying to Vantage Point?
I would encourage it! Vantage Point has a great culture where everyone is able to speak and contribute, not only on project based work, but also to the overall processes and procedures we follow as a company. Your opinions matter here. Additionally, leadership and co-workers have great energy and are extremely supportive.
Interested in joining the Vantage Point team? We're always looking for talented Salesforce professionals who share our values of collaboration, ownership, and continuous growth. Check out our careers page or reach out to learn about current opportunities.
Frequently Asked Questions About Working at Vantage Point
What does a Salesforce Consultant do at Vantage Point?
Salesforce Consultants at Vantage Point work directly with financial services clients to implement, optimize, and customize Salesforce solutions. They leverage their expertise across multiple areas to deliver comprehensive CRM solutions.
What makes Vantage Point different from other Salesforce consulting firms?
Vantage Point specializes exclusively in financial services, including wealth management, banking, insurance, and RIAs. This deep industry focus means consultants develop specialized expertise that directly benefits clients.
What are Vantage Point's core values?
Vantage Point is built on four core values: Ownership Mentality, Collaborative, Tenacious, and Humbly Confident. These values guide how the team works together and serves clients.
What background do Vantage Point consultants typically have?
Our consultants come from diverse backgrounds—many have experience in financial services, data analytics, or technology. We value unique perspectives and career journeys that bring fresh insights to client challenges.
Is Vantage Point a good place to grow your Salesforce career?
Absolutely! Team members collaborate across specialties, learn from colleagues with diverse skill sets, and take on challenging projects that push their professional development forward.
How can I apply to work at Vantage Point?
Visit our careers page or reach out directly to david@vantagepoint.io. We're always interested in connecting with talented Salesforce professionals who share our values.
Join the Team Behind Salesforce Excellence in Financial Services
At Vantage Point, we're building a team of exceptional Salesforce professionals who are passionate about transforming financial services firms. Our consultants like Casey bring diverse backgrounds, collaborative spirits, and a commitment to client success.
With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.
Interested in joining our team? Contact us at david@vantagepoint.io or call (469) 499-3400.
