Salesforce

Architect

• Define and enforce delivery frameworks, architectural governance, and quality standards
• Recruit, hire, and onboard a diverse team of technical resources
• Drive coaching, mentoring, and career development of the Success Guides
• Manage intake and execution of the Success Guide engagements
• Act as an escalation point for high severity customer issues

Senior Director, Regional Success Architect – Service Cloud

Client Partner

• Drive thoughtful, strategic and enterprise level strategy for ambitious customers
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Drive awareness within a micro-vertical to develop repeatable motions
• Enable smooth transition and partnership into delivery team
• Serve as key SME and professional services consultant to license sales teams
• Serve as liaison between internal teams and customer
• Create and execute strategy that builds mind-share and broad adoption of Salesforce technologies
• Develop relationships to accelerate value and improve customer outcomes

Account Partner Director

Backend Engineer

• Collaborate with client stakeholders to define requirements, deliverables, and set and manage expectations
• Translate business requirements into well-architected solutions that best leverage the Salesforce platform
• Lead technical design sessions; architect and document technical solutions aligned with client business objectives; identify gaps between client's current and desired end states
• Provide oversight and governance of Salesforce projects
• Follow and help define coding standards. Lead code reviews during projects to ensure quality and appropriate design patterns are followed
• Manage the technical delivery of custom development, integrations, and data migration elements of a Salesforce implementation
• Maintain a target billable utilization aligned to the role
• Ability to understand a project and deep dive to debug issues
• From time-to-time, the TA may be expected to partake in other pre-sales activities such as discovery and technical deep-dive sessions, Proof-Of-Concept (POC) development with prospects
• Liaise with Salesforce product teams to support client implementations
• Travels to client sites for projects, estimated 50-75%

SFMC/Salesforce Marketing Cloud – Technical Architect

Sales

• Engage with customers to gather, analyze, and translate business requirements into actionable Salesforce solutions across Sales, Service, and Experience Clouds
• Provide prescriptive recommendations, best practices, and technical advice for improving adoption and achieving business outcomes
• Deliver org health assessments by reviewing challenges, analyzing performance and customizations, using tools like Salesforce Optimizer and other internal tools, and providing best practice recommendations with actionable insights
• Deliver advanced security assessments for customers, identifying risks across key domains (application security, authentication, access, data, and coding) and recommending best practices to strengthen security and compliance
• Collaborate with architects, developers, and stakeholders to design scalable, secure, and high-performing solutions, while reviewing and contributing code when needed to troubleshoot and resolve complex platform challenges
• Lead interactive demos, proof-of-concepts, and collaborative solution-building sessions to accelerate feature and cloud adoption
• Build and co-develop solution components with customers to ensure faster return on value
• Deliver 1:1 Expert Coaching Sessions and Ad-Hoc Success Engagements tailored to customer needs to accelerate adoption and drive success
• Provide product education, technical advice, and adoption guidance to ensure customers consistently achieve their business outcomes
• Act as a Subject Matter Expert (SME) for your aligned cloud(s), supporting internal enablement and mentoring other Success Guides
• Partner with Guide Leadership to design and deliver training programs that build team skills and maturity
• Generate positive feedback from customers, internal teams, and leadership by driving measurable outcomes and customer satisfaction
• Show continued professional growth through certifications, Trailhead learning, and staying current with Salesforce innovations
• Ability to navigate, escalate, and lead efforts on complex customer requests

Senior Success Guide – Core Clouds, Sales, Service, Experience

Customer Success Manager

• Customer Success Advocacy: Act as the primary point of contact, leveraging deep industry, product, and technical knowledge to guide them to achieve business objectives through Tableau utilization.
• Stakeholder Alignment: Develop and nurture strong relationships at key stakeholder levels, aligning with customer needs across various market segments, sizes, and solution complexities.
• Strategic Guidance: Assess customer goals and capabilities, offer recommendations for Tableau ecosystem health, performance optimization, and achieving business and technology objectives.
• Business Value Delivery: Cultivate executive-level relationships within customer IT and business leadership, solidifying partnership commitments and driving innovation aligned with customers' business challenges and growth potential.
• Adoption Path & Enablement: Contribute to Tableau knowledge, community, and training resources, comprehensive adoption plans showcasing current and future states, enabling the customer through an underlying roadmap.
• Technical Expertise Application: Apply Tableau product knowledge to address technical concerns, ensure acceptable resolutions, and align platform features with customer priorities and roadmaps.
• Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement.
• Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities.
• Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs.

Customer Success Manager – Tableau Experience Mandatory

Solutions Engineer

• Build and Lead an Elite SE Team
• Recruit, develop, and retain top-tier Solution Engineers aligned to Financial Services use cases and customers
• Set clear expectations for technical excellence, executive presence, and customer impact
• Observe SEs in live customer engagements and deliver direct, actionable coaching
• Address underperformance early and decisively while actively developing future leaders
• Empower the team to bring their best every day - Passion, Innovation, Attitude, Creativity
• Help remove obstacles that prevent the SEs from performing to their best
• Drive the Data Foundations Vision
• Lead the technical and narrative strategy for Data Foundations across integration, data, governance, and AI
• Ensure SEs can clearly articulate how MuleSoft, Informatica, Data360, and AI work together to enable: Trusted data, Scalable architectures, AI-ready platforms, Measurable business outcomes
• Translate complex architectural concepts into executive-level value discussions for CIOs, CDOs, CTOs, and line-of-business leaders
• Be a Strategic Partner to Sales Leadership
• Partner with AEs, RVPs, and AVPs on account strategy, opportunity prioritization, and resource alignment
• Actively inspect pipeline and deal execution quality—not just coverage
• Anticipate technical, data, and organizational risks before they surface in deals
• Ensure SE engagement drives confidence, differentiation, and technical wins
• Own Thought Leadership and Standards
• Develop and enforce standards for discovery, solutioning, presentations, and demos
• Shape Financial Services–specific points of view, use cases, and narratives around data and AI
• Ensure content and guidance provided to Sales and SEs is high-quality, coherent, and field-ready
• Remain personally accountable for the substance and quality of strategic deliverables—not delegated synthesis

Senior Manager, Solution Engineering

Accountant

• Assist in the monthly worldwide accounting close
• Understand and prepare accounting manual journal entries and reconciliations for revenue, expense and other transactions as needed
• Work with teams within the Controller’s Organization as well as cross-functionally with FP&A, Revenue Operations, Treasury, Tax, SEC Reporting, IT, Compliance, and International Accounting teams
• Participate in internal process improvement initiatives to improve reporting, analytical tools, and technical aspects of accounting procedures and practices
• Identify and complete the implementation of process improvements related to areas of responsibility
• Ensure timely completion and review of all closing activities in related areas
• Responsible for SOX compliance activities within related areas, including completing key controls, updating SOX documentation, and supporting testing efforts
• Assist in quarterly reviews and annual audit with the external auditors
• Deliver on ad-hoc projects / deliverables as necessary

Senior Revenue Accountant

Manager

• Develop and execute win/win negotiation strategies for medium and large account contract renewals that maximize contract value while protecting and enhancing customer trust.
• Partner with Account Executives to fully understand and develop a clear renewal strategy for each customer based on data driven decisions.
• Maximize account growth opportunities by playing a collaborative role on the account team and helping to drive incremental opportunities upon contract renewal.
• Own, drive and manage the renewals process in collaboration with the account team.
• Collaborate with internal resources such as Competitive Intelligence, Pricing, Product Management, Customer Success, Account Executives, Legal, and Sales and Revenue Operations to develop comprehensive 'win' strategies.
• Identify customer requirements, uncover roadblocks, and demonstrate strong account management and commercial capabilities to drive renewal to on-time closure.
• Provide executive management with complete visibility to renewals and solicit executive involvement as required.
• Accurately maintain/update a rolling 120-day forecast of renewals in your territory and ensure any uncovered risk is clearly communicated in order to develop resolution strategies.
• Follow and adhere to best practices for all internal processes including, but not limited to, Opportunity Management, Data Quality and accuracy, Quotations, and Forecasting.
• Adopt new initiatives and programs proactively and act as a subject matter expert and mentor to other members of the extended team and achieve financial and strategic targets for minimizing attrition, positioning favorable terms, and boosting incremental revenue via up-sells, cross-sells, and add-ons.
• Engage in strategic account planning with key stakeholders at AVP, RVP level to ensure accountability across teams.
• Act as a Renewals brand ambassador.

Senior Renewals Manager

Salesforce Developer

Salesforce Technical Architect

Director

• NCR Quota Attainment: Managing your territory and helping your team exceed their NCR targets by driving consumption in big bets and “top of the funnel” accounts.
• Inspiring Leadership: Manage, coach, and inspire a high-performing team of Consumption Leads, focusing on their professional development and empowering them to own their business.
• Scalable Programs: Build and deploy innovative, scalable programs with other stakeholders to drive credit usage and value across a high volume of accounts that currently lack active consumption.
• Strategic Stakeholder Management: Establish and maintain deep, influential relationships with Core and Specialist Sales Leaders, Professional Services, and Product teams to drive use case expansion, improve product capabilities, and help us figure out consumption.
• Consumption POV & Enablement: Own the Consumption point-of-view and lead enablement initiatives for your Operating Unit (OU), serving as the primary advocate for the business impact of Data360 and Agentforce.
• Expansion Strategy: Oversee the proactive discovery and pitching of new use cases, extending Data360 and Agentforce footprints across various Lines of Business (LOBs).

Director, Consumption Agentforce, Data360

• Function as the Commerce Cloud Subject Matter Expert (SME) for the technical and operational configuration (and needs) of the customer.
• Attain Trusted Advisor status by developing relationships with key collaborators, site owners & administrators.
• Work closely with the customer to prepare for peak periods and high traffic sales events by assisting with load & performance testing, configuration and tuning.
• Provide proactive Communications in the event of a service degradation or disruption.
• Participate in issues and act as an advocate for customers during the triage and resolution of high severity cases, driving business reliability and customer satisfaction
• Conduct regular checkpoint calls with the customer to review Commerce Cloud releases, performance trends, status of support cases and key projects.
• Responsible for the coordination of multi-functional resources (from Support, Engineering, Client Services) to support the customers with the resolution of technical issues.
• Provide timely account or issue executive level summary status reports both internally and to the customer.
• Coordinate and work closely with the Commerce Cloud Success Manager to ensure tight coordination and alignment on all aspects of account management and communication including Quarterly Success Reviews.
• Identify and advocate for customer products needs with Salesforce Technology and Product teams.
• Proactive liaison and focal point into Salesforce Technology and Product teams and Technical Support Team, to address product feature/technical hurdles.
• Forewarn customers of technology changes or potential disruptions to their service and advise on mitigation strategies.
• Assist in driving follow-up/completion of recommendations provided as part of technical Accelerators.
• Assist customers with finding solutions via the Commerce Cloud Partner Community or other service offerings that may benefit the customer.
• Contribute and collaborate internally to the Salesforce team, share knowledge and standard methodologies with team members, contribute to internal projects and initiatives and serve as Subject Matter Expert (SME) for specific technical or process areas.

Customer Success Manager – Salesforce Commerce Cloud, Demandware

• Own the NNAOV responsibility of the CMI segment
• Define and operationalize the common growth threads across RCG, M&E, and ATTH
• Identify and activate whitespace opportunities in collaboration with Industry PSMs
• Engage with the respective industry leads of the large 4 consulting partners
• Align with the key segment S&D stakeholders on priorities and value drivers
• Operate in a hands-on manner while enabling and mentoring Industry PSMs

Senior Manager, Alliances & Channels

Vice President

• Own a rotating set of strategic initiatives related to the Professional Services business, taking open-ended desired outcomes and developing / executing an approach, conducting research / analysis, and synthesizing information into thoughtful recommendations
• Update and refine Professional Services strategy, including developing required strategy documents on an ongoing basis, as needed
• Partner with the PS analytics organization to develop data-driven insights and points of view
• Develop high quality presentations / documents / analyses, both ad hoc and supporting overall business reviews of PS
• Socialize and work with field and operations team to implement initiatives

VP, Professional Services Strategy

Product Marketing

• Be a trusted advisor to the cross-team leaders in your OU
• Work collaboratively with other Data 360 GTM OU Leads, PMM functions, Products, and all other teams required to execute sales plays that drive meaningful ACV
• You will be the Data 360 GTM Lead for one operating unit
• Work with Sales Programs, Industry Advisors, Industry PMMs, D360 Competitive to build out sales plays that meet the needs of the Regulated + Canada sales team
• Collaborate closely with the Core and Data 360 Sales Leaders to understand what’s working, where are there challenges and hot spots we need to lean in to support
• Develop and execute plays, including use case, discovery questions, value drivers, pitch decks, and objection handling
• Align sales plays, messaging, and enablement priorities by segment, region, and industry with top global campaigns
• Build compelling industry use cases, customer success stories, and competitive win content
• Partner with Sales and Customer Marketing to manage a customer story pipeline that fuels deal cycles, industry GTM, and thought leadership
• Equip sellers with deal-winning narratives tailored to each segment and industry
• Collaborate with your Data 360 GTM team, Data 360 Sales, and Core Sales Programs to develop quarterly plans that both leverage GTM & PMM resources by operating at scale, and meet the unique needs of your OU
• Develop a regular cadence with your key stakeholders so that you maintain year-round alignment
• Lead the quarterly planning for your OU by-segment sales play & GTM strategy (Enterprise, Commercial, SMB) in partnership with global Operational Unit (OU) leaders
• Maintain a clear operating cadence with quarterly reviews and KPIs
• Own fortnightly reporting on the key financial metrics of Data 360 sales in your OU, including adoption, readiness, pipeline, and win-rate impact. Use data to uncover successful, repeatable use cases
• Provide data-driven insights and recommendations to continuously improve GTM programs

Senior Director, Regional Success Architect – Service Cloud

Account Partner Director

SFMC/Salesforce Marketing Cloud – Technical Architect

Senior Success Guide – Core Clouds, Sales, Service, Experience

Customer Success Manager – Tableau Experience Mandatory

Senior Manager, Solution Engineering

Senior Revenue Accountant

Senior Renewals Manager

Salesforce Technical Architect

Director, Consumption Agentforce, Data360

Customer Success Manager – Salesforce Commerce Cloud, Demandware

Senior Manager, Alliances & Channels

Director, Consumption Agentforce, Data360

VP, Professional Services Strategy

Product Marketing Manager, Data 360