Senior Salesforce Consultant

Senior Salesforce Consultant (Managed Services Client Lead)

Recruitment Partner: Click Global Talent
Location: Remote
Work Schedule: Must overlap with US business hours
Level: Senior – An experienced consultant capable of independently managing client relationships, technical responsibilities, and project delivery with minimal supervision.

About the Role

We are looking for an experienced Senior Salesforce Consultant to take ownership of a portfolio of managed services accounts for an established consulting organization based in the United States.

In this role, you will serve as the primary point of contact for your assigned clients, managing day-to-day relationships, leading regular client meetings, setting priorities, and addressing client questions and requests independently.

You will be expected to build strong client relationships and ensure that clients feel confident in the support and guidance they receive. This requires a combination of strong hands-on Salesforce expertise, sound technical judgment, proactive ownership, commercial awareness, and excellent communication skills.

This position combines three equally important areas: advanced Salesforce technical capabilities, independent client relationship management, and end-to-end project ownership.

The successful candidate must be capable of managing client accounts and meeting client expectations without requiring the client's or internal team's senior leadership to carry the relationship. Senior technical leadership will be available as a sounding board for solution design questions, but the consultant must own the accounts and drive the work independently.

What You Will Do

Client Relationship and Stakeholder Management

• Own the day-to-day relationships for a portfolio of managed services clients, including clients in financial services and other regulated industries.

• Serve as the primary point of contact and confidently manage client expectations without requiring day-to-day supervision.

• Lead regular client calls with business owners and C-Suite executives, establish priorities, and provide updates on ongoing work.

• Handle client questions, concerns, and requests directly and professionally.

• Build trust with clients through proactive communication, sound judgment, and consistent follow-through.

• Provide clear written updates, meeting summaries, and follow-ups after client interactions.

• Manage stakeholder expectations and ensure clients understand priorities, timelines, risks, and recommended solutions.

Salesforce Technical Development and Administration

• Administer and configure client Salesforce environments, independently diagnosing and resolving issues.

• Develop and maintain custom Salesforce solutions beyond standard configuration.

• Demonstrate hands-on Apex development experience, including:

  • Apex triggers.

  • Apex classes.

  • Test classes and test coverage.

• Build and manage Salesforce Flows and other automation solutions.

• Understand when to use standard Salesforce functionality, declarative automation, or custom development to meet business requirements.

• Work with Salesforce integrations and data migrations.

• Assess enhancement requests, recommend appropriate technical solutions, and provide accurate estimates of effort and timelines.

• Ensure solutions are scalable, maintainable, and aligned with the client's overall Salesforce environment.

Project Leadership and Solution Delivery

• Own the entire Salesforce project lifecycle, from pitch and discovery through solution design, proposal, costing, implementation, project management, and successful client handover.

• Lead discovery sessions to understand client requirements, business processes, and challenges.

• Translate business requirements into practical Salesforce solutions.

• Prepare technical proposals, project estimates, delivery plans, and resource requirements.

• Lead end-to-end Salesforce implementations and be able to clearly explain previous projects, decisions, challenges, and outcomes.

• Conduct client demonstrations and confidently present proposed solutions and completed work.

• Lead technical teams and coordinate offshore or international delivery resources.

• Manage project timelines, budgets, quality, risks, and delivery expectations.

• Proactively communicate risks, blockers, and changes that may affect delivery.

Strategic Thinking and Client Advisory

• Understand the client's broader business objectives, Salesforce architecture, existing processes, and long-term priorities.

• Look beyond individual tickets or enhancement requests and understand how each request fits into the client's overall Salesforce environment.

• Challenge requirements when appropriate and recommend better solutions based on business value, technical feasibility, and long-term impact.

• Identify opportunities for process improvements, automation, and additional Salesforce capabilities.

• Balance immediate client requests with broader technical priorities and strategic objectives.

What We Are Looking For

Seniority and Experience

• 7–10+ years of experience working within the Salesforce ecosystem.

• At least 5 years in Salesforce project leadership, consulting, or solution architecture.

• Experience leading at least 5 complete Salesforce implementations.

• Proven experience independently managing multiple clients in a consulting or managed services environment.

• Experience managing projects for US, UK, or Australian clients.

• Proven experience leading offshore and international delivery teams.

• Strong commercial understanding of project costing, resource allocation, and profitability.

• Experience managing projects from initial discovery through implementation and handover.

Salesforce Technical Skills

• Strong hands-on experience with Salesforce administration and configuration.

• Demonstrated Apex development experience, including triggers, classes, test classes, and test coverage.

• Experience building Salesforce Flows and custom solutions beyond standard configuration.

• Ability to independently diagnose and resolve complex Salesforce issues.

• Experience with Salesforce integrations and data migrations.

• Ability to assess enhancement requests and provide accurate estimates of effort and timelines.

• Understanding of Salesforce architecture and the ability to recommend scalable solutions.

Salesforce Certifications

Relevant Salesforce certifications are strongly preferred, particularly:

• Salesforce Administrator.

• Salesforce Sales Cloud Consultant.

• Salesforce Platform App Builder.

Additional certifications that would be advantageous:

• Salesforce Application Architect.

• Salesforce Platform Developer I.

• Salesforce Service Cloud Consultant.

Communication and Client Leadership

• Excellent spoken and written English communication skills.

• Confident leading meetings and discussions with business owners and C-Suite executives.

• Strong client-facing consulting and relationship management experience.

• Ability to conduct client demonstrations and present technical solutions clearly.

• Comfortable handling client questions, managing expectations, and addressing concerns independently.

• Experience presenting solutions to senior executives and decision-makers.

Ownership and Accountability

• Strong sense of responsibility and accountability for assigned client accounts.

• Capable of independently managing client relationships and delivering work without relying on senior leadership to lead discussions or carry the accounts.

• Consistently follows through on commitments.

• Proactively identifies and communicates risks or potential delays.

• Takes initiative and drives tasks forward without waiting for instructions.

• Able to manage multiple client accounts and projects simultaneously.

Availability

- Must be available to work hours that overlap with US business hours to accommodate client meetings and communication.

Time Logging Expectations

Accurate time tracking is an important requirement of this position. You will be expected to:

• Include detailed notes with every time entry.

• Log working hours daily.

• Complete all time entries for the week by end of day Friday.

• Record only time spent on assigned work.

What Success Looks Like

• Independently own a portfolio of Salesforce managed services accounts and maintain strong client relationships.

• Clients feel confident in the consultant's ability to manage their accounts after every call and interaction.

• Manage client expectations and deliver work without requiring senior leadership to carry the relationship.

• Own the entire Salesforce project lifecycle: pitch, discovery, solution design, proposal, costing, implementation, project management, and successful client handover.

• Demonstrate strong hands-on technical capability in Salesforce administration, Apex development, Flows, integrations, and custom solutions.

• Lead and deliver complete Salesforce implementations, including client demonstrations.

• Understand how individual client requests align with the broader Salesforce environment and business priorities.

• Recommend solutions proactively rather than simply responding to individual tickets.

• Commitments are consistently met, and potential risks are communicated early.

• Salesforce issues are resolved, and enhancement requests are properly assessed without constant supervision.

• Time records are complete, accurate, detailed, and submitted on time every week.

Preferred Additional Qualifications

• Salesforce Financial Services Cloud experience.

• Salesforce Application Architect certification.

• Salesforce Platform Developer I certification.

• Salesforce Service Cloud Consultant certification.

• PMP or PRINCE2 certification.

• Agentforce and AI implementation experience.

• Experience working with clients in financial services and other regulated industries.

Target Recruitment Profile

Minimum requirements

• 7–10+ years working within the Salesforce ecosystem.

• At least 5 years in Salesforce project leadership, consulting, or solution architecture.

• Salesforce Administrator and Sales Cloud Consultant certifications.

• Strong Apex development experience (triggers, classes, test coverage).

• Experience with Salesforce Flows and custom solutions beyond standard configuration.

• Proven experience leading at least 5 complete Salesforce implementations.

• Ability to walk through end-to-end projects during interviews, including client demos personally led.

• Strong client-facing sales and consulting experience.

• Ability to design solutions, prepare proposals, estimate costs, and manage delivery.

• Experience with Salesforce integrations and data migrations.

• Experience managing projects for US, UK, or Australian clients.

• Proven experience managing offshore and international delivery teams.

• Strong commercial understanding of project costing, resource allocation, and profitability.

• Excellent English and executive-level communication skills.

• Ability to independently own client relationships and deliver work without senior leadership carrying the accounts.

Ideal additional qualifications

• Salesforce Application Architect.

• Salesforce Platform Developer I.

• Service Cloud Consultant.

• PMP or PRINCE2.

• Agentforce and AI implementation experience.

• Financial Services Cloud experience.

Key Personality and Leadership Attributes

This is particularly important because the candidate will represent Click Global Talent directly to clients.

• Executive-level communication and presentation skills.

• Commercially minded and confident in selling solutions.

• Strong stakeholder management.

• Able to lead technical teams without needing to perform all technical tasks personally.

• Proactive problem solver.

• Able to challenge client requirements and recommend better solutions.

• Big-picture thinker who considers the client's overall Salesforce environment and business priorities.

• Comfortable managing multiple projects and client accounts simultaneously.

• Accountable for project budgets, quality, and delivery outcomes.

• Able to work independently with minimal supervision.

• Confident making decisions and managing client expectations without relying on senior leadership to lead client interactions.