[Remote] Engagement Lead/Solution Consultant (Salesforce)
Note: The job is a remote job and is open to candidates in USA. SaasWorx.ai is a boutique consulting firm focused on delivering exceptional value in CRM, ERP, Data, and AI transformation initiatives. The Solution Consultant will act as a strategic link between clients' business objectives and technical delivery, managing the full engagement lifecycle from pre-sales to implementation and optimization of Salesforce solutions.ResponsibilitiesLead, manage, and deliver comprehensive Salesforce implementation projects within committed timelines and budgetBuild strong, enduring relationships with customers and excel in executive stakeholder managementProactively mine accounts to identify new opportunities and build a future project pipeline with the customerTranslate complex business requirements into innovative, scalable, and effective Salesforce solutions that align with industry best practicesDrive pre-sales activities by crafting compelling, practical implementation proposals that encompass project scope, high-level solutions, and accurate estimatesEnsure Strong Delivery Outcomes for North America CustomersLead and manage the end-to-end delivery lifecycle of Salesforce projectsPlan and lead comprehensive discovery workshops to uncover client needs, gather requirements, and document business processesOwn project requirements, providing clear direction and clarification to client stakeholders and internal teams to ensure the right features are builtConsult clients on Salesforce platform capabilities, effectively mapping them to specific business requirementsAct as the bridge between business users and technical teams, ensuring seamless integration with backend/ERP systems and providing functional guidance on the Salesforce ecosystemOwn day-to-day delivery tracking, manage scope changes, identify project risks early, and coordinate cross-functional India based offshore teams to ensure high-quality executionLead regular project meetings, including weekly client status calls, internal stand ups, and working sessions based on Agile delivery processesKeep client stakeholders and internal management consistently updated on project progress, risks, and milestonesEmpower internal team members (Business Analysts, Developers, Technical Leads, and QA) to deliver their tasks with high quality and in a timely mannerCoach and groom Business Analysts, developing their skills to transition into consultant rolesDrive effective collaboration between onshore client-facing teams and offshore delivery teams, including structured knowledge transfer, backlog readiness, and dependency managementSkills8+ years of hands-on consulting experience on the Salesforce platform, supported by a proven track record of successfully delivering complex projectsExpert-level knowledge of at least three of the following clouds: Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, CPQ/Revenue Cloud, or Field Service. This must be validated by active certifications and direct project execution experienceFamiliarity with Data Cloud and Agentforce, coupled with an AI-first mindset to evaluate and recommend emerging Salesforce technologiesA strong inclination to seamlessly incorporate AI into the flow of work to drive productivity gains and operational efficiencyHighly comfortable managing and executing multiple client projects in parallelExperience standing up and working collaboratively with offshore team in India to support onshore-offshore modelExceptional solutioning skills with the ability to map complex business requirements to standard Salesforce features, creating innovative and effective recommendationsSkilled in structural thinking with outstanding problem-solving and logical reasoning abilities. Naturally curious, detail-oriented, and driven to establish a deep understanding of the subject matterProven pre-sales experience, specifically in building implementation proposals, defining solutions, and estimating effort for diverse opportunitiesPossesses the ability to distill complex problem statements and technical concepts into simple, easily digestible explanations for non-technical audiencesCompany OverviewSaasWorx offers digital transformation and technology consulting services for businesses. It was founded in 2020, and is headquartered in Noida, Uttar Pradesh, IND, with a workforce of 51-200 employees. Its website is https://www.saasworx.in/.