Contribute to high client satisfaction by ensuring the solutions you shape are set up for delivery success
Ensure business value is defined and realized by translating executive-level customer objectives into clear, executable implementation plans
Partner closely with Account Partners to structure the deal’s financial strategy and implementation roadmap
Act as a trusted advisor to executive-level customers
Prescriptively shape large, complex, and transformational engagements
Define and manage the end-to-end engagement scoping process
Lead the high-level functional solutioning and scope definition
Own the creation of the final Statement of Work
Develop detailed, accurate project estimates, staffing plans, and resource mixes
Proactively identify, assess, and mitigate engagement risks during the pre-sales cycle
Manage a seamless transition from the pre-sales phase to the delivery team
Serve as a multiplier, mentoring others and amplifying the team's knowledge

Requirements

15+ years’ experience delivering enterprise-level consulting services
7+ years focused on the Salesforce platform
Financial services industry experience preferred
7+ years of deep enterprise-level project or program experience (SaaS preferred)
Demonstrable experience leading the end-to-end discovery, solutioning, estimating, and SOW-creation process for multi-cloud, transformational programs
Active involvement in supporting the sale of professional services
Experience leading strategic scoping, proposal development, RFP responses, and executive-level presentations
Deep demonstrated technical and/or functional proficiency in the Salesforce platform and its solutions
Salesforce Platform Administrator, Salesforce Sales Cloud Consultant, Agentforce Specialist, and Salesforce Service Cloud certifications are strongly preferred
Extremely strong written and verbal communication skills
Ability to influence a group audience, facilitate complex solutioning workshops, and lead executive-level discussions regarding roadmap and scope
Excellent analytical, problem-solving, and conflict-resolution skills

Benefits

time off programs
medical
dental
vision
mental health support
paid parental leave
life and disability insurance
401(k)
employee stock purchasing program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SalesforceSaaSproject estimationsolutioningStatement of Work (SOW) creationengagement scopingrisk assessmentresource planningmulti-cloud solutionsenterprise-level consulting

Soft Skills

client satisfactioncommunicationinfluencefacilitationmentoringanalytical skillsproblem-solvingconflict resolutionleadershipstrategic thinking

Certifications

Salesforce Platform AdministratorSalesforce Sales Cloud ConsultantAgentforce SpecialistSalesforce Service Cloud