
10,000+ employees
Founded 1999
💼 Consulting
📣 Marketing
☁️ SaaS
Consulting • Marketing • SaaS
Salesforce is a leading cloud-based software company that provides a comprehensive customer relationship management (CRM) platform. The platform connects all company data and teams on an integrated, AI-driven system to improve sales, customer service, and marketing efforts. Salesforce offers scalable solutions for businesses of all sizes, including small and medium enterprises, and provides industry-specific solutions to modernize operations, save time, and reduce costs. Salesforce also offers educational resources through Trailhead and a wide selection of apps on AppExchange to extend its CRM capabilities.
🕒 June 30
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10,000+ employees
Founded 1999
💼 Consulting
📣 Marketing
☁️ SaaS
Consulting • Marketing • SaaS
Salesforce is a leading cloud-based software company that provides a comprehensive customer relationship management (CRM) platform. The platform connects all company data and teams on an integrated, AI-driven system to improve sales, customer service, and marketing efforts. Salesforce offers scalable solutions for businesses of all sizes, including small and medium enterprises, and provides industry-specific solutions to modernize operations, save time, and reduce costs. Salesforce also offers educational resources through Trailhead and a wide selection of apps on AppExchange to extend its CRM capabilities.
• Lead the pre-sales discovery process, defining customer outcomes and translating them into viable solution designs • Develop and articulate comprehensive implementation proposals and Statements of Work (SOWs) • Ensure business value is defined and realized by translating executive-level customer objectives into implementation plans • Partner closely with Account Partners to structure the deal’s financial strategy and implementation roadmap • Act as a trusted advisor to executive-level customers • Shape large, complex, and transformational engagements • Define and manage the end-to-end engagement scoping process • Lead the high-level functional solutioning and scope definition • Harmonize diverse perspectives to synthesize competing interests into a cohesive solution • Own the creation of the final Statement of Work • Develop detailed, accurate project estimates and staffing plans • Proactively identify, assess, and mitigate engagement risks • Mentor others and share best practices in solutioning, scoping, and engagement shaping
• 10+ years’ experience delivering enterprise-level consulting services • 7+ years focused on the Salesforce platform • Financial services industry experience preferred • 7+ years of deep enterprise-level project or program experience (SaaS preferred) • Demonstrable experience leading the end-to-end discovery, solutioning, estimating, and SOW-creation process • Active involvement in supporting the sale of professional services • Experience leading strategic scoping, proposal development, RFP responses, and executive-level presentations • Deep technical and/or functional proficiency in Salesforce platform solutions • Salesforce Platform Administrator, Salesforce Sales Cloud Consultant, Agentforce Specialist, and Salesforce Service Cloud certifications preferred • Extremely strong written and verbal communication skills • Demonstrated ability to influence groups, facilitate workshops, and lead executive-level discussions • Excellent analytical, problem-solving, and conflict-resolution skills • A delivery-informed mindset with a deep understanding of cloud-based technologies • Proficiency in deal architecture and pricing levers
• time off programs • medical, dental, vision • mental health support • paid parental leave • life and disability insurance • 401(k) • employee stock purchasing program
Apply Now🕒 June 30
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