We’ve been forging digital transformation through the lens of Salesforce for 20+ years for 3,000+ customers across the globe. We are a Salesforce Ventures-backed, Summit status, Marketing Cloud Full Stack Partner. We are a cross-cloud shop with an emphasis on Agentforce, Data Cloud, Loyalty Cloud, Personalization, Intelligence, Marketing Cloud Engagement, Service Cloud, and Sales Cloud.
We accomplish incredible digital transformation for our customers with incredible people. We’ve always held to the fact that talent trumps location, but culture trumps talent. We care about our people and we care about our customers.
About the Role:
The Salesforce Services Consultant is passionate about Salesforce technology and how it is leveling up organizations in terms of data management, AI, and customer experience. This senior role will work with organizations to understand the services support they need to make their Salesforce roadmap a reality.
A successful Salesforce Services Consultant brings a unique combination of executive-level presence and technical expertise that ensures ListEngage services, backed by Salesforce technology, delivers value to our clients. The Salesforce Services Consultant is an integral liaison between our Sales and Services Delivery teams. The role requires an expert-level knowledge of the Salesforce Clouds (Sales/Service Cloud, Data Cloud, Agentforce, Marketing Cloud) as well as an understanding of the technology landscape that Salesforce is part of: data warehouses, data lakehouses, ecommerce platforms, analytics platforms, BI tools, etc.
The Salesforce Services Consultant must be technical, innovative, and business savvy. This senior role is responsible for supporting the sales process with expert guidance on the best technical solution for clients, based on stated requirements, technology roadmap, budget considerations, and the existing technology stack.
Working with the Sales team, the Salesforce Services Consultant will document their recommendations, present them to clients, and assist with winning client business. Downstream, the Salesforce Services Consultant will work with the Services Delivery team to ensure that the solution vision is understood and executed.
Duties & Responsibilities:
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Lead technical discovery sessions with clients
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Evangelize Salesforce technology, powered by ListEngage services
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Create compelling demos and proposals
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Collaborate with internal teams (Sales, Delivery, Operations, Marketing), and Salesforce partner teams, serving as a technical Subject Matter Expert, driving alignment on a technology roadmap that optimizes clients’ businesses
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Spearhead client discovery sessions and workshops; understand the business and technical goals and speak to the art of the possible using Salesforce solutions and ListEngage services
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Create proposed architecture solutions, and present them to clients, speaking to the technology as well as dependencies and what it looks like to build (timelines, phases, milestones, and deliverables)
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Create detailed scoping documents
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Write SOW language, internal documentation, and RFP responses
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Create and deliver compelling Salesforce software demos
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Build vertical-specific (Retail, Financial Services, Healthcare & Life Sciences) points of view on the optimizing Salesforce solutions for their unique challenges
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Support the Strategic Consultants with client presentations such as Quarterly Business Reviews
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Stay up-to-date on the latest in digital technology, data management, and Salesforce features and capabilities
Education & Experience Requirements:
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Experience in solutioning for Data, Analytics, AI, and CRM
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Deep knowledge of Salesforce technology
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Experience in understanding complex data architectures and methods for optimizing them
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Data or platform migration experience
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Three+ years of experience with Salesforce cloud applications in a senior role
Preferred:
Knowledge, Skills and Abilities:
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Excellent presentation, analytical, consultative, and communication skills
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Positive, customer-centric attitude
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Experience in sales and negotiation
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Ability to lead and also thrive in a team environment
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Experience with data platforms (Snowflake, Databricks, Big Query, RedShift), data analytics tools (Tableau, PowerBI), and AI tools and concepts
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Familiarity with data integration methods and tools such as: API, SFTP and Mulesoft, Boomi, Informatica, Skyvia, Dataloader.io
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Familiarity with marketing technologies such as: ESPs, CRMs, CDPs, data lakehouses and warehouses, BI platforms, analytics platforms, inbox placement tools, ecommerce platforms, social listening/publishing tools, etc.
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Undergraduate degree
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Ability to work in the United States
What We Offer:
Competitive salary and performance-based incentives
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Comprehensive benefits package, including health, dental, and vision insurance
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Opportunities for professional development and career growth
A collaborative and inclusive work environment
Why You Should Join Us:
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100% CEO approval on Glassdoor
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Small but mighty team of ~150 Engagers
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Values that drive us: Be Great at What You Do, Be Growth Oriented, Be a Team Player, Own It
100% remote work arrangements
If you’re interested, so are we! Send your resume our way, and we’ll contact you for a phone interview if you meet qualifications
We are an equal opportunity employer and love diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.
