Salesforce Solution Architect

About the role

We are an advisory firm committed to Core Values of collaboration, enthusiasm, generosity, and perseverance. We offer a variety of advisory solutions and are dedicated to fostering a positive work environment.

Responsibilities

• Oversight of client accounts, projects, and engagements, including work plans, staffing, timelines, and budgets throughout all lifecycle phases.
• Lead and consult on Salesforce configurations, taking a hands-on role in all aspects of the process.
• Take ownership of the technical aspects of the project, ensuring successful implementation.
• Guide customers through the change management process, providing resources and strategies to ensure a smooth transition.
• Maintain accountability for delivery quality and excellence, overseeing junior team members and proactively identifying, resolving, or escalating project risks/issues.
• Schedule and coordinate implementations of third-party apps, integrations, etc.
• Perform business analysis to design and implement Salesforce within the client’s environment and manage the solution design process, approvals, development, and final testing.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.

Requirements

• 8+ years of professional services experience.
• Experience with implementing Salesforce, configuring Salesforce, leading Salesforce optimization projects, as well as providing Salesforce managed services.
• Experience covering all aspects 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 related field from an accredited university.
• Salesforce Administrator Certification (SCA).

Benefits

Our benefits package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being.

Pay

An estimate of the current range is $145,000 - $235,000 per year + annual bonus + additional benefits.

Schedule

N/A