From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
By joining our rapidly growing Salesforce team**,** you will work closely with clients to design, implement, and optimize Salesforce solutions. 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.
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 the scheduling of configuration, testing, and go-live preparation, and coordinate implementations of third-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.
8+ years of professional services experience.
Experience with implementing Salesforce, configuring Salesforce, leading Salesforce optimization projects, as well as providing Salesforce managed services.
Experience covering all aspects 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.
Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or related field from an accredited university.
Salesforce Administrator Certification (SCA)
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