Salesforce Delivery Lead - Associate Director

By joining our rapidly growing Salesforce practice, you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

What You'll Do:

• Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, and budgets throughout all lifecycle phases, and maintain an integrated project plan.
• Lead and consult on Salesforce configurations, taking a hands-on role in all aspects of the process.
• Act as the primary driver of the project, leading the project team while also being directly involved in completing the configuration tasks.
• Take ownership of the technical aspects of the project, ensuring successful implementation.
• Guide customers through the change management process, providing resources and strategies to ensure a smooth transition.
• Maintain accountability for delivery quality and excellence, overseeing junior team members and proactively identifying, resolving, or escalating project risks/issues.
• Oversee scheduling of configuration, testing, and go-live preparation, and coordinate implementations of 3rd party apps, integrations, etc.
• Perform business analysis to design and implement Salesforce within the client's environment and manage the solution design process, approvals, development, and final testing.
• Assist in preparing baseline SOWs or change orders as needed.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

What You'll Bring:

• 7+ years of professional services experience.
• Experience implementing Salesforce, configuring Salesforce, leading Salesforce optimization projects, as well as providing Salesforce managed services.
• Experience covering all aspects of Salesforce projects, from planning and delegation to process flow discovery, functional/technical design, training, testing, go-live support, and project management.
• Proven expertise in business process analysis and solution design.
• Strong preference for prior experience configuring clouds, such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Salesforce CPQ+.
• Consistent success in efficiently overseeing multiple projects, schedules, and tasks concurrently, ensuring timely delivery and optimal results.
• Proficiency in Excel, Word, PowerPoint, and Outlook.
• Consistent success in building and developing strong client relationships.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation, in alignment with firm policies and client standards.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or a related field from an accredited university.