Senior Success Guide – Sales Cloud

Role Overview

• 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

Requirements

• Minimum 3-5 years of experience in the Salesforce ecosystem with functional and/or technical expertise
• Salesforce Certified Administrator is required for the role
• Preferred certifications include: Advanced Administrator, Platform App Builder, Platform Developer II, Sales Cloud Consultant, Service Cloud Consultant, Experience Cloud Consultant, JavaScript Developer, and/or System Architect
• Experience in developing custom solutions in Salesforce Lightning using LWC and Apex; proficient in front-end technologies like HTML, JavaScript, and CSS
• Familiar with data integration tools and experienced in integrating Salesforce with various business systems, with strong knowledge of SQL, SOQL, Java, JavaScript, SLDS, and custom CSS
• Familiarity with platform authentication patterns (SAML, SSO, OAuth) and platform security capabilities (TLS, SSL)
• Experience in building scalable solutions using Visualforce, Apex, Web Services, and APIs
• Expertise in Salesforce Flows, Process Builder, and advanced declarative automation tools
• Experience handling large data volumes, data migration (Data Loader, ETL tools), and performance optimization in Salesforce
• Proven ability to quickly learn new technologies
• Consultative and customer-focused approach and engagement style
• Ability to collaborate with architects, developers, admins, and business stakeholders, translating requirements into scalable solutions
• Strong communication and presentation skills with an analytical mindset to understand requirements and design effective solutions that meet business needs in both 1:1 and group settings
• Demonstrated ability to communicate, present, and influence credibly and effectively
• Ability to prioritize, multi-task, and perform effectively under pressure

Tech Stack

• Cloud
• ETL
• Java
• JavaScript
• SQL
• Visualforce

Benefits

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