Who is Mara Beck? Meet Vantage Point's Salesforce Solutions Architect
Welcome to our #GameChangers series, where we spotlight the talented professionals who make Vantage Point a leading Salesforce consulting firm for financial services. Today, we're introducing Mara Beck, a Salesforce Solutions Architect with over 20 years of experience in the Salesforce ecosystem.
What Are Some Fun Facts About Mara Beck?
Get to know the person behind the professional:
- Murder She Wrote superfan — "I love Murder She Wrote, and I've always felt that was an understatement."
- International adventurer — Ran away to live in England at 19 (lasted three months!) in 1993—life before Google!
- Self-proclaimed crazy cat lady — "Which is also an understatement," says Mara
- Scottish nobility — Technically landed gentry in Scotland, can be addressed as "Lady," "My Lady," or "Your Ladyship"
- Political family ties — Her uncle was the mayor of Santa Monica three times
🎬 Fun Talent: Mara can identify today's major actors by the episode of Murder She Wrote in which they appeared!
What Does Mara Love Most About Working at Vantage Point?
"My favorite part of working at Vantage Point would have to be the people! Everyone is really smart, friendly, and welcoming. The team is very collaborative and fun. Working together so far has been a great experience."
Here's what makes the Vantage Point team special:
- Collaborative culture — Team members work together on challenging projects
- Smart colleagues — Surrounded by industry experts and Salesforce professionals
- Welcoming environment — New team members feel supported from day one
- Fun atmosphere — Work that's both meaningful and enjoyable
How Did Mara Join the Vantage Point Team?
Mara's path to Vantage Point came through the EOS Worldwide Community:
- 20+ years of Salesforce experience — Working with Salesforce since 2005
- Consulting background — Previous role at a consulting company running on EOS
- Community connections — A friend and EOS implementer made the introduction
- Perfect fit — The rest is history!
"The EOS community is abundance-minded and one of the best communities I've ever had the pleasure of working with," says Mara.
What Would Mara Title Her Memoir?
Mara has not one, but two memoir titles in mind:
| Memoir Type | Title | Why? |
|---|---|---|
| Personal | Mara Like Sarah | Constantly correcting name pronunciation |
| Professional | I'm Sorry, I Was On Mute | 20+ years of remote consulting—that mute button still gets her! |
With nearly weekly travel for over 10 years, Mara has plenty of consulting adventures to fill those pages!
What Advice Would Mara Give Her Day-One Self?
"The best advice I would give myself, in any situation, is LISTEN! Do not make assumptions; ask questions and gain clarity. Those reminders help me get through a lot of moments in both my professional and personal lives."
💡 Key Takeaway: Active listening and asking clarifying questions are essential skills for any Salesforce consultant or solutions architect.
What's Mara's Coffee Order?
Coffee preferences that reveal her personality:
- At home: Illy dark Italian roast, pour-over, jet black
- On the go: Americano (also black)
- Occasional treat: Caramel macchiato with almond milk, especially iced in summer
If Mara Could Have Any Superpower, What Would She Choose?
"I would choose teleportation. Travel is such a passion of mine, and one of the barriers to long-distance travel is the time it takes to get to or from your destination. If I could eliminate 'travel days,' I would in a heartbeat."
What Would Mara Tell Someone Considering Joining Vantage Point?
"Go for it! It's been a great experience to date, and I'm looking forward to a great future here at Vantage Point."
Interested in working with experts like Mara? Vantage Point is the trusted Salesforce consulting partner for wealth management firms and financial advisors. Our team of experienced Solutions Architects, like Mara, brings decades of Salesforce expertise to help financial services firms achieve their goals.
Frequently Asked Questions About Careers at Vantage Point
What is Vantage Point?
Vantage Point is a leading Salesforce consulting firm specializing in financial services, including wealth management, banking, and insurance. The company helps firms implement and optimize Salesforce solutions to improve client relationships and operational efficiency.
What does a Salesforce Solutions Architect do?
A Salesforce Solutions Architect designs and implements customized Salesforce solutions for clients. They analyze business requirements, create technical specifications, and ensure the platform is configured to meet organizational needs.
How is Vantage Point different from other Salesforce consulting firms?
Vantage Point specializes exclusively in financial services, giving the team deep industry expertise. This focused approach means consultants understand the unique compliance, client relationship, and operational challenges facing wealth management firms and financial advisors.
What experience do Vantage Point consultants have?
Vantage Point team members like Mara bring extensive experience—often 15-20+ years in the Salesforce ecosystem. This depth of experience enables them to solve complex challenges and deliver successful implementations.
What is the company culture like at Vantage Point?
According to team members like Mara, Vantage Point offers a collaborative, welcoming environment with smart, friendly colleagues. The company values teamwork and creates a positive work experience for employees.
Does Vantage Point provide Salesforce implementation services?
Yes, Vantage Point offers comprehensive Salesforce implementation, optimization, and consulting services tailored specifically for financial services organizations including RIAs, wealth management firms, banks, and insurance companies.
Want to Work with Salesforce Experts Like Mara?
Vantage Point's team of experienced Salesforce Solutions Architects and consultants brings decades of expertise to every engagement. Whether you're implementing Financial Services Cloud, optimizing your existing Salesforce instance, or exploring AI capabilities, our team is ready to help.
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.
Ready to see what our team can do for your firm? Contact us at david@vantagepoint.io or call (469) 499-3400.
