Senior Salesforce Consultant

This is a fully remote position, open to applicants in Florida, +3 more states.

📋 Description

• Lead and mentor a team of Revenue Operations Solution Engineers, focusing on workload distribution, prioritization, coaching, and performance enhancement.

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

• Manage or oversee crucial client relationships, ensuring effective communication, high delivery quality, and client satisfaction.

• Direct and assist with audits, implementations, integrations, and optimization projects involving Salesforce, HubSpot, and marketing automation.

• Provide 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 insights into clear recommendations for both executive and non-technical stakeholders.

• Assess strategist work for technical accuracy and strategic quality prior to client delivery.

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

• Assist in scoping, solution design, and new business discussions for Revenue Operations opportunities.

• Contribute to the development of repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice grows.

• Maintain awareness of project health, capacity, utilization, and delivery risks within the team.

⛳️ Requirements

• Over 5 years of experience in Revenue Operations, Marketing Operations, CRM consulting, marketing automation, or a similar field.

• 1–2+ years of hands-on people management or formal team leadership experience.

• Valid Salesforce Administrator Certification.

• Extensive practical experience with Salesforce Sales Cloud administration and implementation.

• Pardot/Account Engagement certification is highly preferred, or a minimum of 2–3 years of hands-on Pardot implementation and administration experience.

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

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

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

• Demonstrated capability to lead senior-level client discussions and translate technical challenges into business solutions.

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

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

• Prior agency experience is strongly preferred; consulting or professional services experience is also highly relevant.

• Additional Salesforce certifications are preferred.

• HubSpot certifications are preferred.

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

• Experience in project scoping, supporting sales discussions, and identifying account expansion opportunities is preferred.

• Proven experience managing multiple concurrent client engagements is preferred.

• Must have reliable internet access and a professional background.

• Ability to remain stationary for extended periods is required.

• Must be able to observe and interpret written and/or verbal communication.

🏝️ Benefits

• Medical, dental, and vision plans, along with disability and life insurance coverage for you and your family.

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

• Access to certified therapists via Spring Health.

• Membership to Headspace.

• Physical therapy services through Omada.

• Thousands of Aaptiv virtual workouts.

• Complimentary One Medical membership for primary and virtual care.

• Unlimited PTO (minimum of 2 weeks).

• Paid Company Holidays.

• Your Birthday Off.

• End of Year Recharge (Closed December 24 - January 1).

• Paid Parental Leave.

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

• Annual bonus based on tenure, which increases in total amount over time.

• Annual Company-wide Retreat.

• Option to work from a home office.

• PC or Mac provided.

• Reasonable accommodations for qualified individuals with disabilities.