Manager – DAS Salesforce Practice

This is a fully remote position, open to applicants in Florida.

📋 Description

• Collaborate with Salesforce practice leaders, account executives, and consulting professionals to cultivate and enhance both prospective and ongoing client engagements.

• Oversee activities from the initial stages of client discussions and scoping through to proposals and contracting, transitioning projects into delivery as appropriate.

• Engage in meetings, presentations, and working sessions with clients and prospects.

• Comprehend client requirements and convert them into suggested methodologies, scopes, and client-facing documentation.

• Create and coordinate proposals, presentations, RFP responses, and other associated materials.

• Assist in Salesforce-focused market and client engagement initiatives, including industry events and conferences.

• Work collaboratively across service lines and industry teams to pinpoint opportunities for Salesforce capabilities within broader client relationships.

• Assemble relevant Salesforce leaders, subject matter experts, and consulting professionals based on project requirements.

• Collaborate on statements of work and pertinent documentation.

• Ensure seamless transition to delivery teams by maintaining client context, decisions, commitments, and scope.

• Sustain alignment among internal and external stakeholders regarding responsibilities, dependencies, timelines, decisions, and subsequent steps.

• Proactively identify and resolve issues, involving team members and escalating matters as necessary.

• Independently oversee multiple concurrent priorities and complete assigned tasks.

⛳️ Requirements

• A Bachelor’s degree is required.

• Salesforce Administrator certification is preferred.

• Additional Salesforce certifications pertinent to the role are advantageous.

• At least 5 years of relevant experience in management consulting, technology consulting, professional services, business development, client engagement, or a related field.

• Experience in supporting Salesforce-related consulting engagements is strongly preferred.

• Proven experience working directly with clients and internal consulting teams to comprehend business needs, formulate proposed approaches and scopes, and advance work from initial discussions through contracting and delivery transition.

• Demonstrated experience in developing and coordinating client-facing proposals, presentations, RFP responses, statements of work, and related documentation.

• A solid understanding of Salesforce capabilities.

• Ability to manage multiple concurrent opportunities and workstreams, coordinate with stakeholders, identify dependencies and risks, and drive actions and decisions to completion.

• Excellent client-facing communication, presentation, facilitation, and relationship management skills.

• Capacity to collaborate across service lines and industry teams and establish effective internal networks.

• Strong judgment, organizational skills, attention to detail, and the ability to work independently in a fast-paced professional services environment.

• Proficiency in Microsoft Office, including Word, PowerPoint, Outlook, SharePoint, and Excel.

• Familiarity with Google Workspace tools is preferred.

• Willingness to travel as needed, approximately 20% of the time.

🏝️ Benefits

• Comprehensive compensation and benefits package for eligible employees.