Job description

By joining our rapidly growing Salesforce team, you will work closely with clients to design, implement and optimize Salesforce solutions. You will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

What You'll Do:

Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, and budgets throughout all lifecycle phases and maintain an integrated project plan

Lead and consult on Salesforce configurations, taking a hands-on role in all aspects of the process

Act as the primary driver of the project, leading the project team while also being directly involved in completing the configuration tasks

Take ownership of the technical aspects of the project, ensuring successful implementation

Guide customers through the change management process, providing resources and strategies to ensure a smooth transition

Maintain accountability for delivery quality and excellence, overseeing junior team members and proactively identifying, resolving, or escalating project risks/issues

Oversee scheduling of configuration, testing, and go-live preparation and coordinate implementations of 3rd party apps, integrations, etc.

Perform business analysis to design and implement Salesforce within the client's environment and manage solution design process, approvals, development, and final testing

Assist in preparing baseline SOWs or change orders as needed

What You'll Bring:

5-7+ years of professional services experience

Experience with implementing Salesforce, configuring Salesforce, leading Salesforce optimization projects, as well as providing Salesforce managed services

Experience covering all aspects from planning and delegation to process flow discovery, functional/technical design, training, testing, go-live support, and project management

Proven expertise in business process analysis and solution design

Strong preference for prior experience configuring clouds; such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud and Salesforce CPQ+

Consistent success in efficiently overseeing multiple projects, schedules, and tasks concurrently, ensuring timely delivery and optimal results

Proficiency in Excel, Word, PowerPoint, Outlook

Consistent success in building and developing strong client relationships

Qualifications:

Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or related field from an accredited university

Salesforce Administrator Certification (SCA)

Required profile