ListEngage

Salesforce Consultant

• In this position, you will be aligned to a client or multiple clients as their Salesforce strategy expert.
• You will provide consultative guidance on topics including: Creating client-customized, vision-to-value roadmaps that include Marketing + AI + Data + CRM
• Consulting clients through Salesforce-related business transformations
• Promoting a measurement- and data-driven culture, establishing critical benchmarks and strategies for measuring success
• Serving as an expert in marketing best practices, coordinated and personalized across email, digital display advertising, SMS, push, and social
• Supporting campaign ideation
• Leveraging data and marketing automation for improved personalization and relevancy
• Using AI to gain efficiencies, bolster insights, and improve customer experiences
• Analyzing program performance and providing actionable insights
• Supporting Quarterly Business Reviews and Customer Journey Mapping workshops
• Providing support as needed to the Sales and Marketing teams
• Staying up-to-date on the latest in digital marketing technology, data management, and Salesforce features and capabilities
• Developing thought leadership, championing ListEngage POVs and solutions
• Being comfortable with ambiguity and an ever-evolving digital landscape

Salesforce Strategic Consultant

Business Analyst

• The Business Analyst provides a critical business perspective to Salesforce technical implementation or expansion projects (Data Cloud, CRM, Cross-Cloud, etc.)
• Understand and document business requirements related to the project
• Lead business process discovery sessions and document detailed business requirements, user stories, measurement criteria, and acceptance criteria
• Create compelling ROI cases for customers, and the associated KPIs and measurement tactics to track ROI throughout a project
• Work with the technical team to ensure projects are designed with the end state in mind
• Design and develop business process maps/diagrams
• Document results of the project based on the KPIs aligned on during discovery
• Create and maintain documentation, including user stories, process maps, and functional specifications
• Work with technical managers, architects, and other stakeholders to capture requirements
• Prepare groomed user stories for development
• Key player during UAT, Training, and project rollout to ensure smooth go live and user adoption
• Stay up-to-date on the latest in Salesforce technology

Implementation Specialist

• The Implementation Consultant partners with clients to successfully deploy and adopt Salesforce solutions that support their business goals.
• This role works closely with clients and internal project teams to configure solutions, gather requirements, perform testing, deliver training, and support go-live activities.
• Participate in Salesforce implementation projects of varying size and complexity.
• Support the gathering and documentation of business requirements through discovery sessions and client meetings.
• Configure Salesforce solutions based on documented business requirements and best practices.
• Assist with data migration, validation, and system testing activities.
• Execute and document functional testing and support user acceptance testing (UAT).
• Create and maintain project documentation, training materials, and user guides.
• Deliver client demonstrations and end-user training sessions.
• Assist clients during application launch and go-live activities.
• Provide post-implementation support and issue resolution prior to transition to ongoing support teams.
• Identify opportunities for process improvement and recommend solutions to clients and project teams.
• Build positive and professional relationships with client stakeholders.
• Communicate project updates, progress, and action items both internally and externally in a timely manner.
• Respond to client inquiries and requests with a high level of customer service.
• Participate in client workshops, meetings, demonstrations, and training sessions.
• Escalate project risks, issues, and blockers appropriately.
• Collaborate with architects, developers, project managers, and fellow consultants to deliver successful projects.
• Participate in project planning, status meetings, and internal team discussions.
• Contribute to project documentation and knowledge-sharing efforts.
• Support internal initiatives focused on improving delivery processes and best practices.
• Maintain accurate project-related documentation and time tracking.
• Provide timely and accurate project status updates.
• Escalate project concerns, risks, and resource needs as appropriate.
• Meet utilization, quality, and professional development expectations.
• Pursue ongoing learning and Salesforce certification goals.
• Demonstrate company values and contribute positively to team culture.

Implementation Consultant

Sales

• Lead the Salesforce CoE
• Define standards and best practice
• Oversee delivery quality
• Ensure the reuse of assets and accelerators
• Drive internal demand for Salesforce services
• Lead executive-level pitches
• Define the Salesforce growth strategy
• Partner with account leadership, the global Salesforce practice, and ecosystem partners to scale the Salesforce business
• Own the training and certification strategy for junior Salesforce talent
• Upskill internal resources into Salesforce roles leveraging enablement options
• Attract and hire experienced Salesforce professionals externally

Salesforce Lead

Architect

• Deliver live instruction virtually on Salesforce Data 360
• Design and facilitate curriculum, training assets, hands-on exercises, and projects
• Translate complex technical concepts into simple, digestible content for learners
• Assess learner progress and adapt instruction based on varying skill levels
• Provide individualized support, coaching, and feedback to learners
• Foster an inclusive, supportive, and engaging learning environment
• Stay current with Salesforce releases to continuously improve course content
• Collaborate with internal teams to align training with company needs

Data 360 Enablement Architect

• Deliver live instruction virtually on Salesforce Marketing Cloud Engagement
• Design and facilitate curriculum, training assets, hands-on exercises, and projects
• Translate complex technical concepts into simple, digestible content for learners
• Assess learner progress and adapt instruction based on varying skill levels
• Provide individualized support, coaching, and feedback to learners
• Foster an inclusive, supportive, and engaging learning environment
• Stay current with Salesforce releases to continuously improve course content
• Collaborate with internal teams to align training with company needs

MCE Enablement Architect

IT Support

• Collaborate with enterprise customers to design and implement multi-cloud solutions that align with their business goals.
• Establish and maintain trusted relationships with key customer stakeholders to ensure a deep understanding of their needs and objectives.
• Serve as the main point of contact for customer success initiatives, ensuring the successful delivery of solutions across Salesforce clouds and related technologies.
• Drive growth by identifying value driven opportunities within the existing customer base.
• Lead the technical discovery process to assess current environments and recommend solutions based on best practices.
• Provide consultative guidance on leveraging Salesforce products, including Data Cloud, Sales Cloud, Service Cloud, Marketing Cloud, and other cloud technologies.
• Deliver high-impact presentations to customers, illustrating the business value of the proposed solutions.
• Act as a customer advocate within ListEngage, collaborating with internal teams such as Sales and Strategy to ensure customer needs are met.
• Support pre/post-project activities, including customer discovery, training, and managed services.
• Analyze client data to identify opportunities for further solution enhancement and provide recommendations for future growth.
• Stay updated on the latest developments in multi-cloud architectures, Salesforce releases, and digital transformation strategies.