Associate Director- Salesforce

About the role

We are an advisory firm focused on Core Values of collaboration, enthusiasm, generosity, and perseverance. We provide solutions in accounting, risk, technology, and transactions, and have received awards for our culture and employee satisfaction.

Responsibilities

• Oversight of client accounts, projects, and engagements, including work plans, staffing, timelines, and budgets throughout all lifecycle phases.
• Leadership and consultation on Salesforce configurations, taking a hands-on role in all aspects.
• Ownership of technical aspects of the project, ensuring successful implementation.
• Guidance of customers through the change management process, providing resources and strategies for a smooth transition.
• Maintenance of accountability for delivery quality and excellence, overseeing junior team members, and proactively identifying, resolving, or escalating project risks/issues.
• Scheduling of configuration, testing, and go-live preparation, and coordination of implementations of third-party apps, integrations, etc.
• Business analysis to design and implement Salesforce within the client's environment and manage the solution design process, approvals, development, and final testing.
• Assistance in preparing baseline SOWs or change orders as needed.
• Contribution to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques, collaborating with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Requirements

• 7+ years of professional services experience.
• Experience implementing Salesforce, configuring Salesforce, leading Salesforce optimization projects, as well as providing Salesforce managed services.
• Experience covering all aspects of Salesforce projects, from planning and delegation to process flow discovery, functional/technical design, training, testing, go-live support, and project management.
• Prior experience configuring clouds such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Salesforce CPQ+.
• Proven expertise in business process analysis and solution design.
• Strong preference for prior experience configuring clouds, such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Salesforce CPQ+.
• Consistent success in efficiently overseeing multiple projects, schedules, and tasks concurrently, ensuring timely delivery and optimal results.
• Proficiency in Excel, Word, PowerPoint, and Outlook.
• Consistent success in building and developing strong client relationships.
• Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation, in alignment with firm policies and client standards.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or a related field from an accredited university.

Benefits

Our benefits package includes comprehensive healthcare options, flexible spending accounts, a 401(k) with company matching, generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits, please visit our dedicated benefits site: here.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.