Senior Salesforce Consultant

ABOUT THE JOB:

Location: Remote

Employment Type: Full-Time

Team: Client Delivery

About The CRM Firm:

At The CRM Firm, our work is built on Integrity, Inclusion, and Ingenuity. We believe technology should serve people, not the other way around. Joining our team means becoming a trusted partner to organizations that create real impact.

With Integrity, you’ll deliver with honesty, accountability, and purpose. Through Inclusion, you’ll help foster an environment that embraces diverse backgrounds, experiences, and ideas. And with Ingenuity, you’ll collaborate to craft Salesforce solutions that go beyond implementation, empowering people, strengthening relationships, and transforming organizations.

Position Summary:

The Senior Salesforce Consultant plays a key role in guiding clients from project kick-off through implementation, deployment, and go-live support, ensuring solutions align with business needs and driving measurable impact. Collaborating closely with our On-Demand Support Team, Consulting and Development Teams, and Salesforce Architects, this role is central to delivering exceptional client experiences and results.

Grounded in our core values of Integrity, Inclusion, and Ingenuity, the Senior Consultant approaches each engagement with honesty, transparency, and a commitment to excellence. They foster Inclusion by actively listening to diverse perspectives and building solutions that reflect the unique needs of each organization. Through Ingenuity, they combine strategic insight and technical expertise to develop creative, scalable solutions that empower our clients to succeed.

As a client-facing leader, this individual demonstrates strong communication, relationship management, and conflict-resolution skills to build trust, foster collaboration, and ensure satisfaction at every stage of the project.

Responsibilities:

• Contribute to multiple large, complex client projects through all phases of the project lifecycle by working with Senior Consultants, Architects, and Project Managers.
• Manage multiple client relationships to grow and foster authentic connections with stakeholders while identifying and managing Salesforce projects based on deliverables and milestones.
• Meet with key stakeholders to understand business objectives, priorities, and expectations for their Salesforce solutions.
• Propose, design, and implement solutions/upgrades/enhancements to solve client business needs and issues.
• Document the project's business requirements and ensure all are satisfied during project implementation.
• Configure, test, and deploy the Salesforce solution and any associated applications aligned with the Statement of Work
• Maintain positive and effective communication with the team, clients, and external vendors.
• Meet with end users to understand and assess user needs
• Conduct end-user training for the Salesforce solution and provide necessary implementation documentation
• Support team learning by sharing best practices and internal documentation with fellow team members
• Adhere to project management standards, including work planning, status reporting, issue and risk management and escalation, managing to-budget and escalate any deviations, etc.
• Maintain billable time to client work (85%) with minimal write-offs or re-work (less than 5%)
• Maintain a deep understanding of Salesforce, including staying informed about new releases and how they can benefit new and existing clients.
• Serve as a mentor to fellow team members.
• Report directly to the Senior Consulting Manager or Vice President of Consulting.
• Additional duties as assigned

Education & Experience Required:

• Sales Cloud Consultant, Service Cloud Consultant, Nonprofit Cloud Consultant, Experience Cloud Consultant, Marketing Cloud Consultant, or other consulting-focused certifications required or attainable within 6 months of hire
• Bachelor's degree in business, technology, or related field preferred; OR equivalent years of relevant work experience and/or education required.
• Minimum of 6 years of professional experience; Experience in the Technology industry, specifically with software implementations, defining business requirements or business processes, and managing client relationships, is preferred.
• Salesforce Administrator Certification required; Specialty Certifications, on an as-needed basis.
• Minimum 4 years of Salesforce configuration and consulting experience required, including or in addition to 2 years using a CRM, or working in relational databases
• Experience with all Microsoft Office products preferred
• Familiar with collaboration, webinar, and presentation platforms, including but not limited to Teams, Zoom, Slack, and Google Meet
• Experience with telecommuting preferred
• This is a remote role. Team members are expected to have a quiet, dedicated workspace with reliable internet access to ensure consistent communication and productivity.

Professional Qualifications — Required Skills & Abilities:

• Grit and tenacity to navigate complex technical, business, and client challenges
• Personal and professional core values align with integrity, inclusion, and ingenuity
• Strong analytical, organizational, and interpersonal skills (both written and verbal)
• Coachable, dedicated to improvement, and willing to be a team mentor
• Strong attention to detail
• Hands-on and effective in a fast-moving, creative environment
• Ability to process questions, problems, comments, and objections and apply appropriate feedback, professionally and quickly
• Ability to prioritize and balance multiple tasks while successfully making deadlines to secure new business
• Possesses strong leadership and relationship-building skills, combined with a collaborative personal style, with a desire and drive for results
• Charismatic and professional presence when interacting with clients, in a sales environment, and with senior leadership

Expected Hours of Work:

This is a full-time position with regular office hours Monday through Friday. This position may require after-hours work and occasional weekends, depending on work demands.

Travel Expectations:

This position may require domestic US travel up to 25% of the time for strategic client meetings, sales presentations, industry events, team meetings, and client events.

Physical Demands:

This position requires frequent sitting, computer use, and telephone use. It may require occasional lifting and/or moving up to 10 pounds.

Salary Range: $75k-120K

Salary is dependent on a variety of factors, including, but not limited to, a candidate’s years of experience, depth of knowledge, education, geographic location, etc.