Candidates should possess expertise in ONE of the following tracks:
- Track 1A & 1B: Sales Cloud + Marketing Cloud + Integration delivery
- Track 2: Service Cloud + Agent force + Experience Cloud delivery
Responsibilities:
- Independently lead Salesforce implementation and enhancement projects
- Translate business requirements into functional and technical solutions
- Lead integration design between Salesforce and third-party platforms
- Manage project timelines, risks, dependencies, and stakeholders
- Coordinate with business users, developers, QA teams, vendors, and project managers
- Support SIT/UAT, deployment, and post-go-live activities
- Ensure adherence to Salesforce best practices and delivery standards
- Lead and mentor junior consultants and developers
Core Skill Requirements:
Track 1A — Sales Cloud Technical & Integration
- Strong experience leading Sales Cloud projects
- Experience integrating Salesforce with third-party applications such as WhatsApp, Google, and Meta.
- Hands-on expertise in Apex, APIs, integration patterns, and data migration/synchronization
- Experience with lead management and customer engagement integrations is preferred
Track 1B — Marketing Cloud Functional & Technical
- Strong functional and technical expertise in Salesforce Marketing Cloud
- Experience leading lead nurturing and customer journey implementations
- Experience integrating Marketing Cloud with Sales Cloud and external platforms
- Familiarity with Journey Builder, Automation Studio, segmentation, and API integrations
- Understanding of customer engagement and lead lifecycle processes
- Data Cloud experience is preferred
Track 2 — Service Cloud, Agentforce & Experience Cloud
- Strong functional and technical expertise in Service Cloud, Agentforce, and Experience Cloud
- Experience leading Service Cloud and Experience Cloud projects
- Experience with chatbot, portal, and digital servicing enhancements
- Familiarity with Case Management, Omni-Channel, Knowledge Base, and Digital Engagement
Requirements:
- Bachelor's degree in any field
- Minimum 9 years of Salesforce consulting, implementation, or delivery experience
- Proven experience independently leading Salesforce delivery projects
- Experience managing teams of at least 4 team members
- Strong consulting experience in client-facing environments
- Familiarity with insurance business processes and customer journeys
- Strong stakeholder management and communication skills
- Ability to work independently across regional and cross-functional teams
- Experience preparing technical and functional design documents
- Salesforce certifications preferred
