[Remote] Engagement Lead/Solution Consultant (Salesforce)

Note: The job is a remote job and is open to candidates in USA. SaasWorx.ai is a boutique consulting firm focused on delivering exceptional value in CRM, ERP, Data, and AI transformation initiatives. The Solution Consultant will act as a strategic link between clients' business objectives and technical delivery, managing the full engagement lifecycle from pre-sales to implementation and optimization of Salesforce solutions.

Responsibilities

• Lead, manage, and deliver comprehensive Salesforce implementation projects within committed timelines and budget
• Build strong, enduring relationships with customers and excel in executive stakeholder management
• Proactively mine accounts to identify new opportunities and build a future project pipeline with the customer
• Translate complex business requirements into innovative, scalable, and effective Salesforce solutions that align with industry best practices
• Drive pre-sales activities by crafting compelling, practical implementation proposals that encompass project scope, high-level solutions, and accurate estimates
• Ensure Strong Delivery Outcomes for North America Customers
• Lead and manage the end-to-end delivery lifecycle of Salesforce projects
• Plan and lead comprehensive discovery workshops to uncover client needs, gather requirements, and document business processes
• Own project requirements, providing clear direction and clarification to client stakeholders and internal teams to ensure the right features are built
• Consult clients on Salesforce platform capabilities, effectively mapping them to specific business requirements
• Act as the bridge between business users and technical teams, ensuring seamless integration with backend/ERP systems and providing functional guidance on the Salesforce ecosystem
• Own day-to-day delivery tracking, manage scope changes, identify project risks early, and coordinate cross-functional India based offshore teams to ensure high-quality execution
• Lead regular project meetings, including weekly client status calls, internal stand ups, and working sessions based on Agile delivery processes
• Keep client stakeholders and internal management consistently updated on project progress, risks, and milestones
• Empower internal team members (Business Analysts, Developers, Technical Leads, and QA) to deliver their tasks with high quality and in a timely manner
• Coach and groom Business Analysts, developing their skills to transition into consultant roles
• Drive effective collaboration between onshore client-facing teams and offshore delivery teams, including structured knowledge transfer, backlog readiness, and dependency management

Skills

• 8+ years of hands-on consulting experience on the Salesforce platform, supported by a proven track record of successfully delivering complex projects
• Expert-level knowledge of at least three of the following clouds: Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, CPQ/Revenue Cloud, or Field Service. This must be validated by active certifications and direct project execution experience
• Familiarity with Data Cloud and Agentforce, coupled with an AI-first mindset to evaluate and recommend emerging Salesforce technologies
• A strong inclination to seamlessly incorporate AI into the flow of work to drive productivity gains and operational efficiency
• Highly comfortable managing and executing multiple client projects in parallel
• Experience standing up and working collaboratively with offshore team in India to support onshore-offshore model
• Exceptional solutioning skills with the ability to map complex business requirements to standard Salesforce features, creating innovative and effective recommendations
• Skilled in structural thinking with outstanding problem-solving and logical reasoning abilities. Naturally curious, detail-oriented, and driven to establish a deep understanding of the subject matter
• Proven pre-sales experience, specifically in building implementation proposals, defining solutions, and estimating effort for diverse opportunities
• Possesses the ability to distill complex problem statements and technical concepts into simple, easily digestible explanations for non-technical audiences

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