- Own the end-to-end solution vision across multiple teams and client stakeholders.
- Build trusted relationships with executive and technical client stakeholders
- Align business goals, technical architecture, and delivery strategy to drive successful outcomes
- Advise on platform capabilities and when to use declarative vs. custom solutions
- Make architecture decisions based on constraints like budget, scope, time, and available resources
- Collaborate with Technical Architects, UX Designers, and Developers to deliver a cohesive solution
- Define the technical critical path and lead teams through execution using different Agile frameworks
- Recommend solution paths that balance the competing priorities of budget, time, quality, and scope,
- Provide solution design and architecture leveraging a variety of SaaS platforms and web technologies.
- Lead solution design discussions and discovery workshops
- Guide clients through the onboarding and training process, ensuring they can effectively utilize the implemented solutions
- Effectively communicate project progress and manage expectations with internal and external stakeholders, including sales, engineering, and customer team
- Identify opportunities outside of the scope of a project for future phase work
- 5+ years' experience designing complex solutions on the Salesforce platform. This includes either (or better yet, both!) implementation or product development.
- 3+ years professional services consulting experience
- Successfully led collaborative discovery workshops with client stakeholders to define business needs and align on solution direction, leveraging both customer experience insights and technical strategy.
- Strong Written and Verbal communication skills, with ability to create technical documentation and client facing artifacts.
- Hands-on experience with Salesforce declarative tools and working with development teams across multiple time zones
- Comfortable presenting to C-suite and leading enterprise engagements
- Experience leading team using Agile Frameworks
- Multiple Salesforce certifications: App Builder, Sales Cloud, Service Cloud, Agentforce Specialist
- Experience leading $1M+ programs or large enterprise initiatives
- Knowledge of managed package development and AppExchange
- Understanding of key concepts for user centered design and design thinking using the Salesforce Lightening Design System
- Project Management Professional (PMP®)
- Certified Scrum Product Owner (CSPO)
- Certified Scrum Master (CSM)
- Strong English written, verbal, and presentation skills
- Strong team and individual player
- Maintains composure during all types of situations and is collaborative by nature
- High standards of professionalism, consistently producing high quality results
- Self-sufficient, independent requiring very little supervision or intervention
- Demonstrate flexibility and openness to bring creative solutions to address issues
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