Lead Salesforce Consultant and Solution Architect
About the role
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. As a Consultant at Crowe, you will solve problems for clients through innovative solutions, build technical and transferable skills, think critically, and use technology to address real business problems. You will continuously learn, collaborate across teams, and explore how tools—including emerging AI capabilities—can improve efficiency, insights, and client outcomes. In management, you will lead teams, guide project execution, deepen client relationships, contribute to account planning, identify value‑adding opportunities, and ensure high‑quality delivery. As your responsibilities expand, you will take on broader account ownership, balancing project leadership with growing involvement in client strategy and solution development. Success requires a growth mindset, strong communication skills, advanced critical thinking, and the confidence to navigate new challenges.
Responsibilities
- Pre-sales discovery, documenting business requirements, functional requirements & technical requirements in a pre-sales environment to generate a solution and Scope of Work
- Work with Practice Director(s) in resourcing sold Scopes of Work
- Work closely with key stakeholders (internal & client facing) to capture business needs, define requirements and business processes
- Fully solutioning scopes of work that meet business needs in a clear and cohesive manner
- Lead project implementation & oversee architectural design, while working directly with our Practice Director, Solution Architect, Project Manager, and team of Analysts & Developers to ensure project delivery is on track
- Facilitate project introduction, kick off meetings & weekly client status meetings, while creating and managing project timeline
- Provide final QA of all completed work
- Design and deliver end user training for clientele, as needed
- Work with client to continue engagement with new projects & develop a clear roadmap of new initiatives for discussion, as needed
- Assume joint responsibility for the success of the project end-to-end with Project Manager & delivery team members
Requirements
- Demonstrated competency & experience with all Salesforce core products
- Salesforce Certification or MBA and a minimum of 5+ years’ experience on the Salesforce platform
- Experience managing & delivering multiple projects at the same time
- Experience successfully leading and owning multiple enterprise strategic projects from end to end
- Experience providing business/operations/technical consulting to senior leaders of Enterprise organizations
- Detail-oriented, enthusiastic, self‑starter with ability to work both independently and in a team environment; ability to manage a delivery team is a must!
- Strong, dynamic communication skills – both written