Senior Salesforce Consultant

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🐊 Florida, Ohio, +2 more states – Remote

🐊 Florida – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote 🤠 Texas – Remote

⏰ Full Time

🟠 Senior

🌐🧑‍💼 Salesforce Consultant

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Directive

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Directive is Oneonta NY's best web design and IT company, specializing in technology implementation and management for businesses. They offer a wide range of services including managed IT, outsourcing IT, cybersecurity, cloud hosting, web development, and IT services for nonprofit organizations. With a focus on proactive IT monitoring, cybersecurity training, and managed cloud hosting, Directive is dedicated to keeping systems up and running while maximizing productivity for small and medium organizations. Their services also include computer repair, web design, and compliance with laws like the NY SHIELD Act, providing comprehensive support for businesses' technology needs.

📋 Description

• Manage and mentor a team of Revenue Operations Solution Engineers, including workload management, prioritization, coaching, and performance support • Serve as an escalation point for complex client and technical challenges • Own or oversee strategic client relationships, ensuring strong communication, delivery quality, and client satisfaction • Lead and support Salesforce, HubSpot, and marketing automation audits, implementations, integrations, and optimization projects • Provide hands-on expertise across Salesforce Sales Cloud, Salesforce Account Engagement/Pardot, and HubSpot Marketing Hub • Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP integrations, attribution, reporting, and data governance • Translate complex technical findings into clear recommendations for executive and non-technical stakeholders • Review strategist work for technical accuracy and strategic quality before client delivery • Partner with Account Directors and internal leadership to identify expansion and cross-sell opportunities • Support scoping, solution design, and new business conversations for RevOps opportunities • Help develop repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice scales • Maintain visibility into project health, capacity, utilization, and delivery risks across the team

🎯 Requirements

• 5+ years of experience in Revenue Operations, Marketing Operations, CRM consulting, marketing automation, or a related discipline • 1–2+ years of direct people management or formal team leadership experience • Active Salesforce Administrator Certification • Strong hands-on Salesforce Sales Cloud administration and implementation experience • Pardot/Account Engagement certification strongly preferred, or at least 2–3 years of hands-on Pardot implementation and administration experience • Strong hands-on experience with HubSpot Marketing Hub, including automation, lifecycle management, data architecture, integrations, and reporting • Experience leading complex CRM and marketing automation implementations, audits, migrations, or optimization initiatives • Strong understanding of lead lifecycle management, lead routing, attribution, CRM/MAP integrations, automation, and data governance • Demonstrated ability to lead senior-level client conversations and translate technical issues into business recommendations • Strong written and verbal communication with the ability to confidently manage client expectations and difficult conversations • Ability to balance leadership responsibilities with hands-on technical execution • Previous agency experience strongly preferred; consulting or professional services experience is also highly relevant • Additional Salesforce certifications preferred • HubSpot certifications preferred • Experience working across both Salesforce and HubSpot environments for B2B organizations preferred • Experience scoping projects, supporting sales conversations, and identifying account expansion opportunities preferred • Experience working across multiple concurrent client engagements preferred • Must have reliable internet access and a professional background • Must be able to remain stationary for extended periods • Must be able to observe and interpret written and/or verbal communication

🏖️ Benefits

• Medical, dental, vision plans, disability, and life insurance coverage for you and your family • 100% employer-paid plan for you and 50% employer contribution for your dependents (US, CAD, MX) • Access to certified therapists through Spring Health • Headspace membership • Physical therapy through Omada • Thousands of Aaptiv virtual workouts • Complimentary One Medical membership for primary and virtual care • Unlimited PTO (2-week minimum) • Paid Company Holidays • Your Birthday Off • End of Year Recharge (Closed December 24 - January 1) • Paid Parental Leave • Traditional and Roth 401(k) with a 3% company match • Annual bonus based on tenure, which scales in total amount over time • Annual Company-wide Retreat • Ability to work from a home office • PC or Mac available • Reasonable accommodations for qualified individuals with disabilities