Principal Engineer – Salesforce Business Consultant

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

📋 Description

• Client Advisory and CRM Transformation

• Facilitate discovery workshops with manufacturing clients to gain insights into their strategy, sales and service models, channels, and essential KPIs

• Evaluate the current CRM and legacy systems, identify deficiencies, and establish a Salesforce-centric target state

• Create roadmaps for CRM transformation with Salesforce as the primary CRM platform

• Redesign comprehensive business processes in accordance with Salesforce best practices

• Act as a trusted advisor to senior client stakeholders regarding CRM strategy, governance, and operational models

• Oversee the complete Salesforce solution architecture for manufacturing CRM projects

• Define the data model, object relationships, security framework, environment strategy, and integration patterns

• Generate solution blueprints, high-level designs, and effort estimates

• Support functional consultants and technical teams throughout the delivery phase

• Contribute to the development of internal accelerators, templates, and industry-specific assets for manufacturing CRM

• Collaborate with sales and account teams to qualify opportunities and outline solution and delivery strategies

• Conduct tailored Salesforce demonstrations for manufacturing scenarios

• Prepare solution presentations, architecture overviews, and walkthroughs for client meetings

• Develop and communicate the business case and ROI for CRM transformation

• Provide guidance to clients on CRM governance, operational models, and Salesforce roles

• Assist in defining role-based Salesforce usage models for sales representatives, KAMs, service agents, and partner users

• Offer insights into change management, communication, and training plans while helping to design relevant KPIs and dashboards

• Serve as the design authority for one or more projects

• Engage in and occasionally lead essential Agile ceremonies

• Identify potential risks and issues early and suggest mitigation strategies

• Assist in UAT planning, test scenario development, and readiness assessment for go-live

⛳️ Requirements

• 8 to 12 years of overall experience, with at least 5+ years dedicated to Salesforce CRM (Sales Cloud, Service Cloud, and/or Experience Cloud)

• 4 to 6 years of experience working with manufacturing organizations or clients (discrete, process, industrial equipment, automotive, high-tech manufacturing, etc.)

• Extensive experience in a systems integration or consulting environment in client-facing roles (consultant, lead consultant, solution architect, engagement lead)

• Proven history of leading full lifecycle Salesforce implementations for 2 to 3 years, from discovery through to go-live and adoption

• Experience in delivering Salesforce within ERP-integrated enterprise environments

• Bachelor’s degree in business, engineering, information systems, computer science, or a related field

• An MBA or other advanced business degree is a plus

• Salesforce certifications are highly preferred, including Salesforce Certified Administrator (and/or Advanced Administrator), Salesforce Certified Sales Cloud Consultant, Salesforce Certified Service Cloud Consultant, Experience Cloud Consultant, Field Service, Manufacturing Cloud, or CPQ Specialist (nice to have), B2B Solution Architect

🏝️ Benefits

• Health insurance

• Professional development opportunities