Senior Salesforce Consultant

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

📋 Description

• Oversee and guide a team of Revenue Operations Solution Engineers, including managing workloads, prioritizing tasks, coaching, and providing performance support.

• Act as an escalation point for intricate client and technical issues.

• Take ownership of or supervise strategic client relationships, ensuring effective communication, quality delivery, and high client satisfaction.

• Lead and assist in audits, implementations, integrations, and optimization projects related to Salesforce, HubSpot, and marketing automation.

• Offer hands-on expertise in Salesforce Sales Cloud, Salesforce Account Engagement/Pardot, and HubSpot Marketing Hub.

• Design and provide guidance on lifecycle architecture, lead management, routing, automation, CRM/MAP integrations, attribution, reporting, and data governance.

• Convert complex technical findings into clear recommendations suitable for both executive and non-technical audiences.

• Review the work of strategists to ensure technical accuracy and strategic quality prior to client delivery.

• Collaborate with Account Directors and internal leadership to pinpoint expansion and cross-sell opportunities.

• Aid in scoping, solution design, and new business discussions regarding RevOps opportunities.

• Create repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice grows.

• Maintain oversight of project health, capacity, utilization, and delivery risks across the team.

• Lead and expand Directive’s Revenue Operations practice.

• Work in partnership with the Director of Revenue Operations, RevOps Strategists, Account Directors, and internal leadership.

⛳️ Requirements

• A minimum of 5 years of experience in Revenue Operations, Marketing Operations, CRM consulting, marketing automation, or a related field.

• 1–2 years of direct people management or formal leadership experience.

• Active Salesforce Administrator Certification is required.

• Extensive hands-on administration and implementation experience with Salesforce Sales Cloud.

• Significant experience with Salesforce Account Engagement/Pardot.

• Pardot/Account Engagement certification is strongly preferred, or at least 2–3 years of hands-on experience with Pardot implementation and administration.

• Robust hands-on experience with HubSpot Marketing Hub, covering automation, lifecycle management, data architecture, integrations, and reporting.

• Proven experience in leading complex CRM and marketing automation implementations, audits, migrations, or optimization projects.

• Strong understanding of lead lifecycle management, lead routing, attribution, CRM/MAP integrations, automation, and data governance.

• Ability to conduct senior-level client discussions and translate technical challenges into business solutions.

• Excellent written and verbal communication skills, with the ability to manage client expectations and navigate difficult conversations.

• Capability to balance leadership duties with hands-on technical execution.

• Previous agency experience is strongly preferred; experience in consulting or professional services is highly relevant.

• Additional Salesforce certifications are preferred.

• HubSpot certifications are preferred.

• Experience working across Salesforce and HubSpot environments for B2B organizations is preferred.

• Experience in scoping projects, aiding sales discussions, and identifying account expansion opportunities is preferred.

• Experience managing multiple concurrent client engagements is preferred.

• Must be legally authorized to work in Canada.

• Must currently reside in Canada.

• Reliable internet access and a professional background are required.

• Ability to remain stationary for extended periods and observe and interpret both written and verbal communication.

🏝️ Benefits

• Comprehensive medical, dental, vision plans, disability, and life insurance coverage for you and your family.

• 100% employer-paid plan for you and a 50% employer contribution for dependents (US, CAD, MX).

• Access to certified therapists through Spring Health.

• Headspace membership.

• Physical therapy services through Omada.

• Thousands of Aaptiv virtual workouts available.

• Complimentary One Medical membership for primary and virtual care.

• Unlimited PTO with a minimum of 2 weeks off.

• Paid company holidays.

• Day off for your birthday.

• End of Year Recharge, with closure from December 24 to January 1.

• Paid parental leave.

• Traditional and Roth 401(k) plans with a 3% company match.

• Annual bonus based on tenure, with increasing total amounts over time.

• Annual company-wide retreat.

• 100% remote work from a home office.

• PC or Mac provided.