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Who Is Tierney Helgesen? Meet Vantage Point's HR & Talent Manager | #GameChangers

Meet Tierney Helgesen, HR/Talent Manager at Vantage Point. Learn about careers at this leading Salesforce consulting firm for financial services.


Meet Tierney Helgesen, HR/Talent Manager at Vantage Point!

Tierney Helgesen, HR and Talent Manager at Vantage Point - Salesforce consulting for financial services

📋 #GameChangers Series: Get to know the people behind Vantage Point — the Salesforce consulting firm trusted by 150+ financial services clients managing over $2 trillion in assets.

What Are Some Fun Facts About Tierney Helgesen?

  • International roots — My first plane ride was a one-way flight to Japan when I was 8
  • New Girl superfan — My favorite show to have on repeat, and I've named both of my pets after characters (Cece & Miller)
  • Proud aunt — I have 4 nephews, with two more on the way!
  • College football devotee — I'm an avid Michigan fan; go Blue!

What Is Your Favorite Part of Working at Vantage Point?

The tight-knit group of people who genuinely love what they do and who they work with is the best! Our company size allows us to easily stay connected even though most of us are separated by hundreds if not thousands of miles.

💡 Team Insight: Vantage Point's remote-first culture enables us to hire top talent nationwide while maintaining a close-knit team atmosphere.

How Did You Join the Vantage Point Team?

I knew David, our CEO, in High School. He posted the role on LinkedIn and I happened to come across it while scrolling, and even though I wasn't actively applying to jobs at the time, the position really intrigued me. It was a step up in my career as well as a new industry I had yet to be exposed to — two years later and I'm thrilled I made the jump!

If You Wrote a Memoir, What Would You Title It?

I would title it The Rest is Still Unwritten. I'm a big proponent of cherishing memories while also having a mindset that the best is yet to come. I'm hopeful I'll have many years left of material to live if I were to write a memoir in my early 30s.

What Advice Would You Give Yourself on Your First Day at Vantage Point?

Take a deep breath and prepare to be a sponge. There's always so much to learn when you start a new job anywhere, but even more so when you move into a new industry. I was nervous that I didn't have what it would take to be successful recruiting in this ecosystem but I just needed to focus on learning as much as I could while combining that new knowledge with career skills I already had, and the rest fell into place.

What Is Your Typical Coffee Order?

I typically only drink hazelnut coffee and I prefer to brew it at home. If I'm ordering from somewhere I typically go for Iced Green Tea. I think it says that I don't need much caffeine to have the energy and excitement I bring to each day :)

If You Could Choose Any Superpower, What Would It Be?

Teleportation! I have so many family members and close friends that live all around the world. I would love to be able to drop in on them whenever I wanted.

What Is Your Most Unusual Talent?

Wii Bowling. Admittedly, I don't play as often as I did a decade ago but I have absolutely no athletic ability and people are always shocked at how well I can Wii Bowl.

What Would You Tell Someone Considering a Career at Vantage Point?

Reach out to me! :) — tierney@vantagepoint.io

Starting with the initial phone screen with me through the final interview with our CEO & Founder and our CFO/COO, our goal is to have every interview be more of a conversation than an interrogation. As much as skillset alignment is important, we put just as much emphasis on personality fit and ensuring your career goals align with our company goals. Our team is full of people who want to work here and want to grow here, which has led to our success!

What We Look For Why It Matters
Skillset alignment Technical expertise to serve our financial services clients
Personality fit Culture match with our tight-knit team
Career goals alignment Mutual growth opportunities for you and Vantage Point

Interested in joining the team? Vantage Point is recognized as a leading Salesforce consulting partner for wealth management firms and financial advisors. We're always looking for talented individuals who are passionate about helping financial services firms succeed with Salesforce.

Frequently Asked Questions About Careers at Vantage Point

What Is Vantage Point?

Vantage Point is a Salesforce consulting firm specializing in financial services, including wealth management, RIAs, banking, and insurance. We help firms implement and optimize Salesforce to transform their client relationships.

What Is the Culture Like at Vantage Point?

Vantage Point has a tight-knit, remote-first culture where team members genuinely love what they do and who they work with. Despite being spread across the country, our company size allows us to stay connected and maintain strong relationships.

What Types of Roles Does Vantage Point Hire For?

We hire Salesforce consultants, administrators, developers, project managers, and business development professionals who are passionate about financial services and technology. All positions are remote-friendly.

What Is the Interview Process Like at Vantage Point?

Our interviews are designed to be conversations, not interrogations. You'll speak with our HR team and leadership to ensure alignment on skillset, personality fit, and career goals. We want people who want to be here and grow here.

How Do I Apply for a Job at Vantage Point?

The best way to apply is to reach out directly to our HR/Talent Manager, Tierney Helgesen, at tierney@vantagepoint.io. You can also check our website for current openings.

What Makes Vantage Point Different from Other Salesforce Consulting Firms?

Our exclusive focus on financial services, combined with our track record of 150+ clients managing over $2 trillion in assets, makes us uniquely positioned in the market. We combine deep industry expertise with Salesforce technical excellence.


Ready to Join the Vantage Point Team?

If you're passionate about Salesforce and financial services, we'd love to hear from you. Vantage Point offers a collaborative, remote-first environment where you can grow your career while helping clients transform their businesses.

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 exploring career opportunities? Contact Tierney at tierney@vantagepoint.io or reach our leadership team at david@vantagepoint.io or call (469) 499-3400.

David Cockrum

David Cockrum

David Cockrum is the founder and CEO of Vantage Point, a specialized Salesforce consultancy exclusively serving financial services organizations. As a former Chief Operating Officer in the financial services industry with over 13 years as a Salesforce user, David recognized the unique technology challenges facing banks, wealth management firms, insurers, and fintech companies—and created Vantage Point to bridge the gap between powerful CRM platforms and industry-specific needs. Under David’s leadership, Vantage Point has achieved over 150 clients, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95% client retention. His commitment to Ownership Mentality, Collaborative Partnership, Tenacious Execution, and Humble Confidence drives the company’s high-touch, results-oriented approach, delivering measurable improvements in operational efficiency, compliance, and client relationships. David’s previous experience includes founder and CEO of Cockrum Consulting, LLC, and consulting roles at Hitachi Consulting. He holds a B.B.A. from Southern Methodist University’s Cox School of Business.

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