Lead client implementations of the Salesforce platform.
Utilize Salesforce expertise to streamline business processes and ensure optimal customer experience.
Integrate Salesforce with various custom applications, databases, ERP, and CRM systems.
Manage a portfolio of client projects from start to finish, including project timeline, client communications, meeting coordination, training plan creation, end-user training delivery/coordination, and project sign-off.
Comfortable working in a consulting/client-facing environment.
Lead Technical Requirements and business analysis gathering sessions.
Collaborate to provide documentation around design, customizations, integration, data migration, and testing.
Act as the Technical Architect to deliver well-architected and secure solutions leveraging SFDC and SFDX platforms.
Customize and configure Salesforce to meet business requirements.
Oversee data quality, integrity, and security within the Salesforce platform.
Provide user support and training to ensure effective utilization of Salesforce.
Manage user profiles, roles, permissions, and sharing settings to ensure data security and access controls are maintained.
Create and maintain reports, dashboards, and analytical insights.
Requirements
5+ years of customization and development experience within the Salesforce ecosystem, specifically with Sales or Service Clouds.
Background in RevOps, sales operations, or marketing operations, a plus.
Experience with common integrations (e.g. Apollo, HubSpot, outreach tools, support platforms, or data enrichment)
Previous experience completing full-cycle Salesforce platform implementations is required; consulting experience is preferred.
Proficiency in Lightning App Builder, Flow Builder, and Data migration tools is a must. Experience with Triggers, API, LWC, SOQL, Visualforce, and the ability to code from scratch with Apex are all a plus.
Experience using DevOps tooling with the Salesforce.com platform.
Experience with AI tools (Salesforce AI, Einstein, or external LLM-based tools)
Solid troubleshooting skills to debug and analyze issues to resolution.
Salesforce certifications in one or more areas preferred (Administrator, Platform Developer I/II, Platform App Builder,).
Experience with additional Salesforce Clouds (e.g., Health, Commerce, Experience, or Marketing Cloud) is a plus.
Proven ability to balance multiple client assignments and deadlines simultaneously with minimal oversight.
Strong written and oral communication skills to effectively collaborate with cross-functional teams and interact with clients. Self-directed work style with clear communication.
Tech Stack
Apollo
Cloud
ERP
SFDC
Visualforce
Benefits
Contributing to the success of a high caliber team
Remote friendly within the United States.
Opportunities to work on exciting and varied projects