The Spot

Engagement Strategist – Salesforce Core

The Spot

full-time

Posted on:

Location Type: Remote

Location: United States

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Tech Stack

Cloud

About the role

  • 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.

Requirements

  • 5+ years of experience in a consultant or strategist-level role within the Salesforce ecosystem or a similar marketing automation/CRM space.
  • Proven success navigating and configuring Sales Cloud and Service Cloud to solve real-world business problems.
  • Hands-on experience building, testing, and deploying declarative solutions (Flows, system configurations) that meet complex client needs.
  • A track record of translating high-level business requirements into clear, technical roadmaps while managing timelines.
  • The ability to break down "tech-speak" into digestible training and documentation for stakeholders and end-users.
  • Experience coordinating work with internal teams and contractors to deliver projects efficiently.
Benefits
  • Remote Position – Any Location in the U.S, Canada or the U.K.. with Great Wifi Works!
Applicant Tracking System Keywords

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

Hard Skills & Tools
SalesforceSales CloudService Clouddeclarative solutionsFlowssystem configurationsbusiness process reviewsworkflow automationtechnical roadmapsproject coordination
Soft Skills
client relationship managementproactive partnershiptraining facilitationdocumentation creationcollaborationproblem-solvingcommunicationstakeholder engagementteam leadershipknowledge sharing