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
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
What You'll Bring:
8+ 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
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
Qualifications:
Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or related field from an accredited university
Provides customized finance, accounting, human capital management, risk, operations and technology consulting services to leading organizations facing complex change.
