Roles, Responsibilities, and Requirements

    We are looking for a Salesforce solution architect/specialist with a focus to partner with project managers and developers/scrum team to develop the best possible tech stack for clients. She/he will be responsible for working directly with client teams, identifying operational gaps, and marshalling internal resources to solve them. Since the work will impact all Revenue teams (marketing, sales, customer success), communication and collaboration are core to the role. This is a strategic role, so it is not simply completing tasks that are assigned. So, it is important that the
    person has the ability to influence solutions working closely with stakeholders.

    • The individual will be both a technical expert and an advisor to our clients.
    • Will help customers understand what they should do — not simply do what they ask without considering the operational implications of their requests.
    • Design and deliver healthy implementations for enterprise-grade customers using Salesforce products.
    • The primary responsibility is to recommend the best solution for a given set of requirements and articulate the trade-offs involved in choosing one solution over another.
    • Choose the solution that will hold up over time, that will scale as the number of users increases and won’t acquire lots of technical debt or require manual changes as time goes on.

    Job Description

    • Interview clients to understand their specific needs. The process is: discovery, requirements gathering, project planning, documentation, testing, deployment.
    • Advise and manage roadmaps to optimize their revenue generation process, with a focus on the tech stack, insights, and operations/enablement across the entire revenue engine (marketing,sales, success).
    • Create processes, automation, and dashboards in Salesforce as well as other systems connected to Salesforce. Examples include: Pardot, Einstein, various clouds, SAP etc.).
    • Create project plans and marshal resources internally to ensure that high quality is delivered on time.

    Key Skills:

    • Big-picture thinker
    • An in-depth problem solver with broad and deep technical knowledge.
    • Possess listening, communication, and presentation skills.
    • Expertise in integrating Salesforce with other technologies and vice versa, as well as experience with governance and development operations.
    • Translate business needs to a technical vision that teams of low code or pro code builders can execute.
    • Build proofs-of-concept (POCs) that teams can further iterate on Data design, understanding integrations across platforms, ability to govern and deploy solutions.
    • Working with diverse teams across geographies and culture.

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