Salesforce Functional Lead – Sales & Service Cloud

Transform Your Career

We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way.

Embrace new challenges and deliver real value to some of the world’s most influential Fortune 100 brands, growth companies transforming their industries, and mid-market firms that need help navigating the defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning.

The Team – Technology Solutions

Our Enterprise & Cloud Applications team is comprised of functional and technical experts in the areas of Salesforce, NetSuite, and OneStream. We tackle the challenges that come with implementing, optimizing, and maintaining cloud investments. Whether implementing a cloud solution or enhancing and extending an existing cloud environment, we help organizations get the most out of technology investments, including New System and Module Implementations, System Integrations, Upgrade Assessments, Application Upgrades, and Business Process Optimization.

You Are

Someone who is entrepreneurial, excited, and motivated to support the development of a growing practice. You’re not afraid to get your hands dirty and support a project end to end. Someone who knows how to deliver, driven by seamless project execution. You’re not only concerned with the success of the project, but you’re building positive relationships with clients along the way. You’re leading their expectations and ensuring the standard of work is in line with promises made. There are a lot of moving pieces, but you’ve got the work ethic to stay on top of it all.

You are a team-builder and problem-solver. You stay updated on new products and technologies. You know how to use Salesforce to creatively design, prototype, and implement solutions for your client’s unique challenges. You are an experienced Salesforce Sales/Service Cloud Functional Lead who will serve as the primary client-facing subject matter expert on engagements. This role owns discovery, solution design, and client relationship management for Sales and Service Cloud implementations, translating business requirements into scalable Salesforce solutions.

The Work:

• Lead client discovery workshops and requirements-gathering sessions for Sales and Service Cloud engagements.
• Design end-to-end functional solutions, including process flows, data models, and configuration specifications.
• Serve as the primary point of contact for client stakeholders throughout the project lifecycle.
• Partner with technical teams to ensure solutions are delivered according to design and best practice.
• Present recommendations, project status, and solution walkthroughs to client executives and business owners.
• Identify opportunities for process improvement and additional Salesforce capability adoption.
• Mentor Business Analysts and junior consultants on functional best practices.

Here’s What You Need:

• 4+ years of Salesforce consulting experience, with a focus on Sales and/or Service Cloud
• Minimum of 3 full lifecycle Salesforce implementations in a lead functional role.
• Professional services experience.
• Salesforce Administrator certification (required)
• Salesforce Certified Agentforce Sales Consultant and/or Agentforce Service Consultant — formerly Sales Cloud Consultant / Service Cloud Consultant (at least one required; both strongly preferred)
• Deep functional knowledge of Sales Cloud and/or Service Cloud data models, processes, and configuration.
• Strong requirements-gathering, process mapping, and solution design skills.
• Excellent client-facing communication and executive presentation skills.
• Ability to translate business needs into clear functional specifications for technical teams.
• Bachelor's degree in computer science, information systems, or other technology-related field or equivalent number of years of experience.
• Flexibility to accommodate travel up to 25%.

Bonus Points If you have the following:

• Salesforce Platform App Builder
• Salesforce Certified Business Analyst