Salesforce Solution Architect
Team: NS-Salesforce
Location: United States, Canada
Commitment: Full-Time Employee
Workplace Type: remote
What You'll Do:
- Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, and budgets throughout all lifecycle phases and maintain an integrated project plan
- Lead and consult on Salesforce configurations, taking a hands-on role in all aspects of the process
- Act as the primary driver of the project, leading the project team while also being directly involved in completing the configuration tasks
- 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
- Oversee scheduling of configuration, testing, and go-live preparation and coordinate implementations of 3rd party apps, integrations, etc.
- Perform business analysis to design and implement Salesforce within the client's environment and manage solution design process, approvals, development, and final testing
- Assist in preparing baseline SOWs or change orders as needed
- 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.
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
What You'll Bring:
- 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
- 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, Outlook
- Consistent success in building and developing strong client relationships
- Comfort with AI: 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.
- Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or related field from an accredited university
- Salesforce Administrator Certification (SCA)
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