
B2B • Enterprise • SaaS
TruSummit Solutions is a unique Salesforce consultancy that partners with businesses to implement innovative technology solutions tailored to their specific needs. They offer a comprehensive range of services, including strategic consulting, business process optimization, data strategy, and managed services, all aimed at maximizing the investment in Salesforce. With over 14 years of experience and a focus on creating customized solutions, TruSummit Solutions is dedicated to enhancing business performance and measuring success through effective Salesforce implementations.
11 - 50 employees
Founded 2020
🤝 B2B
🏢 Enterprise
☁️ SaaS
November 22

B2B • Enterprise • SaaS
TruSummit Solutions is a unique Salesforce consultancy that partners with businesses to implement innovative technology solutions tailored to their specific needs. They offer a comprehensive range of services, including strategic consulting, business process optimization, data strategy, and managed services, all aimed at maximizing the investment in Salesforce. With over 14 years of experience and a focus on creating customized solutions, TruSummit Solutions is dedicated to enhancing business performance and measuring success through effective Salesforce implementations.
11 - 50 employees
Founded 2020
🤝 B2B
🏢 Enterprise
☁️ SaaS
• Define and drive Salesforce adoption strategies that align with business goals and digital transformation initiatives • Lead enterprise discovery and executive stakeholder workshops to align priorities and shape Salesforce strategy. • Advise clients on KPIs, success metrics, and data-driven decision-making frameworks to drive business performance at the project and long-term Salesforce strategy levels • Serve as a strategic advisor to all levels of client stakeholders, translating platform capabilities into business outcomes • Identify and recommend opportunities for Salesforce expansion, including AI innovations, ecosystem products, and integrations • Support change management and adoption strategies to ensure long-term client success • Own the end-to-end solution architecture, ensuring scalability, security, performance, and compliance with best practices • Design enterprise Salesforce solutions that integrate declarative features, custom development, and third-party applications • Lead the development of solution architecture artifacts, including diagrams, design documentation, and interface specifications • Define and enforce architectural governance across projects, ensuring consistency in platform standards and reusability • Act as a liaison between business and technical teams, translating functional needs into technical requirements • Evaluate solution options, recommend best-fit approaches, and support proof-of-concept efforts as needed • Oversee the full delivery lifecycle: scoping, design, development, testing, deployment, and post-go-live support • Ensure client and project team understanding and alignment with project scope, timeline, and budget, and proactively manage scope and delivery risks • Manage expectations at the stakeholder and leadership levels • Actively engage in hands-on configuration and declarative build work as needed • Provide accurate estimates for effort, resourcing, and delivery timelines • Support backlog refinement and user story development, ensuring quality and traceability to business value. • Lead or support QA and deployment activities, ensuring adherence to DevOps and release management best practices • Monitor solution performance and adoption, and ensure client satisfaction • Monitor and escalate risks and issues, as appropriate • Provide ongoing communication to TruSummit leadership and team members on project status
• 5+ years of experience in management consulting, professional services, or advisory roles within a team-focused environment • 4+ years leading Salesforce project teams, with demonstrated experience delivering cross-functional, multi-cloud solutions • Proven ability to establish credibility and trust with client executives and internal teams; adept at influencing decisions and building consensus • Strong executive presence—confident, articulate, and able to challenge assumptions constructively while aligning stakeholders around shared outcomes • Exceptional written and verbal communication skills, with the ability to engage effectively across business, functional, and technical audiences • Highly organized and self-directed, with the ability to manage competing priorities and multiple initiatives with minimal oversight • Demonstrated ability to navigate and lead within complex organizational and technical environments; skilled in identifying root causes, analyzing data, and recommending sound solutions • Deep understanding of Salesforce’s role in the broader enterprise technology landscape • Expertise in Salesforce declarative configuration tools, e.g., Flow Builder, Lightning App Builder, and Platform Events • Practical experience with formal delivery methodologies (Agile, Scrum, Waterfall), with a strong understanding of project (SDL) lifecycle best practices • Bachelor's degree in Business, Computer Science, Engineering, Marketing, Finance, or a related field; advanced degrees or professional qualifications are a plus • Salesforce Certifications required: Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant
• Medical, Dental, and Vision insurance • Flexible schedule • Unlimited Paid time off • Employer-Matching 401k Retirement Plan • Funding for each employee’s professional development • Reimbursement for health club memberships & internet/phone
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