
Lead Salesforce Consultant and Solution Architect
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Job overview
The Lead Salesforce Consultant and Solution Architect bridges clients’ business problems and technical solutions. The role engages customers to understand needs, designs and implements solutions, and advises on industry best practices. It includes leading project implementation and architectural design, managing client relationships and delivery, and contributing to account planning and solution development. The posting requires Salesforce core product competency and either Salesforce certification or an MBA, plus at least five years of Salesforce platform experience.
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Full job description
Your Journey at Crowe Starts Here:At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.Job Description:What It Means to Be a Consultant at CroweConsulting is a dynamic business focused on solving problems for our clients and serving our core markets through innovative solutions. As technology and AI continue to reshape the consulting landscape, we are looking for individuals who are curious, adaptable, and eager to learn. At Crowe, consultants are expected to build both technical and transferable skills, think critically, and use technology to solve real business problems. In this role, you will continuously learn, collaborate across teams, and explore how tools, including emerging AI capabilities, can improve efficiency, insights, and client outcomes. In management at Crowe, you play a pivotal role in leading teams, guiding project execution, and deepening client relationships. You are expected to contribute to account planning, identify opportunities to add value, and ensure high-quality delivery. As your responsibilities expand, you take on broader account ownership, balancing project leadership with growing involvement in client strategy and solution development. Success in this role comes from a growth mindset, strong communication skills, advanced critical thinking, and the ability to navigate new challenges with confidence. As a Lead Salesforce Consultant and Solution Architect with Crowe, you will play a key role on our project team by bridging the gap between business problems and technical solutions for our clients. You will engage directly with customers to understand their needs, design custom solutions, deliver & implement innovative real-world solutions. You will be expected to provide consultative advice regarding industry best practices and create a solution that always best meets our client's needs. Key Responsibilities Include * Pre-sales discovery, documenting business requirements, functional requirements & technical requirements in a pre-sales environment to generate a solution and Scope of Work * Work with Practice Director(s) in resourcing sold Scopes of Work * Work closely with key stakeholders (internal & client facing) to capture business needs, define requirements and business processes * Fully solutioning scopes of work that meet business needs in a clear and cohesive manner * Lead project implementation & oversee architectural design, while working directly with our Practice Director, Solution Architect, Project Manager, and team of Analysts & Developers to ensure project delivery is on track * Facilitate project introduction, kick off meetings & weekly client status meetings, while creating and managing project timeline * Provide final QA of all completed work * Design and deliver end user training for clientele, as needed * Work with client to continue engagement with new projects & develop a clear roadmap of new initiatives for discussion, as needed * Assume joint responsibility for the success of the project end-to-end with Project Manager & delivery team membersBasic Qualifications: * Demonstrated competency & experience with all Salesforce core products * Salesforce Certification or MBA and a minimum of 5+ years' experience on the Salesforce platform * Experience managing & del
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