Primary Responsibilities
Lead functional discovery workshops with client sales, service, operations, IT, and compliance teams
Own the Sales Cloud and Service Cloud target architecture and solution blueprint, including the data model, visibility and security, and integration with Data Cloud and Agentforce
Design Sales Cloud processes: lead and opportunity management, forecasting, CPQ and quotes, territories, and account teams
Design Service Cloud processes: case management, omni-channel, Knowledge, entitlements and SLAs, Field Service, and Experience Cloud
Define the implementation or migration approach: phase sequencing, data migration strategy, cutover plan, and go/no-go criteria
Manage scope, functional design documents, UAT, and business sign-off at each phase gate
Advise clients on best practices, adoption, governance, and platform evolution strategy
Contribute to practice playbooks and accelerators, and support pre-sales and solutioning
Must-Have Requirements
Salesforce Sales Cloud (leads, opportunities, forecasting, products and pricebooks, quotes, territories)
Salesforce Service Cloud (cases, Omni-Channel, Knowledge, entitlements, Service Console, CTI/telephony)
Salesforce data model, security, and visibility model
Declarative automation (Flow, approvals) and working knowledge of Apex/LWC capabilities
Integration awareness (REST/SOAP APIs, MuleSoft, middleware)
Functional data migration strategy
Executive-level documentation, workshop facilitation, and Agile delivery
Preferred Requirements
CPQ / Revenue Cloud experience
Field Service, Experience Cloud, and Digital Engagement
Data Cloud and Agentforce (Service and Sales)
Einstein / AI capabilities in Sales and Service
Experience migrating from other CRMs (Dynamics, SAP, Oracle, Zendesk, ServiceNow)
Industry knowledge (Financial Services, Retail, Telecom, Manufacturing)
Required Experience
8–14 years in CRM and Salesforce consulting
5+ years in Sales Cloud and/or Service Cloud, with at least 2 end-to-end implementations in a solution design or architecture role
3+ years in client-facing advisory roles on enterprise transformation programs
Proven experience running discovery workshops with senior stakeholders
Certifications
Required: Salesforce Administrator, Sales Cloud Consultant, Service Cloud Consultant
Preferred: Application Architect, Data Cloud Consultant, AI Associate, Platform App Builder
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
Accommodations
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Posting Statement
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