The Spot

Sales

• Guide the client relationship by acting as a proactive partner and primary advisor for their Salesforce strategy and execution.
• Translate client business objectives into technical requirements, ensuring every solution we build has a clear purpose.
• Build and configure declarative solutions within Sales and Service clouds to automate workflows and improve efficiency.
• Collaborate as a core member of a project team to lead CRM and declarative solution deliverables, while supporting the project lead with system execution, coordination, and client-facing activities.
• Lead business process reviews to uncover pain points and design the future state of a client’s environment.
• Empower client teams by leading training sessions and creating documentation that makes the complex feel simple.
• Collaborate with the broader Sercante team to peer-review solutions and share knowledge that levels up the entire agency.

Engagement Strategist – Salesforce Core

Marketing

• Within 90 days, you have built deep rapport with your initial clients and are confidently managing their project deliverables and roadmaps.
• By month 6, you have successfully delivered multiple projects on time, resulting in measurable improvements in client platform adoption.
• Within your first year, you are recognized as an indispensable extension of the client’s team, driving retention and identifying new opportunities for their growth.

Engagement Strategist – Marketing Cloud Account Engagement

• Architect end-to-end Marketing Cloud solutions that align perfectly with client business objectives.
• Own the client relationship, serving as the primary trusted advisor for strategy, execution, and troubleshooting.
• Build sophisticated automations and personalized customer journeys using your technical toolkit.
• Orchestrate project delivery by managing hours, budgets, and resources to ensure seamless execution.
• Analyze performance metrics to proactively recommend optimization strategies that boost client ROI.
• Empower client teams by developing documentation and leading training sessions on new configurations.

Engagement Strategist – Salesforce Core

Engagement Strategist – Marketing Cloud Account Engagement

Engagement Strategist – Marketing Cloud Engagement