Senior Salesforce Consultant

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:

As Senior Salesforce Consultant 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 & Solution Scoping

• Lead pre-sales discovery sessions to understand client objectives, capture high-level business, functional, and technical requirements, and develop tailored solution proposals and Statements of Work (SOW).
• Collaborate with sales and practice leadership to scope engagements that address client goals and position projects for successful delivery.

Project Discovery & Detailed Solutioning

• Conduct in-depth discovery sessions post-sale to deeply understand client processes, pain points, and priorities.
• Translate discovery findings into actionable, detailed solution designs.
• Ensure all design documentation is clear, cohesive, and aligns to client expectations and business outcomes.

Project Leadership

• Serve as the primary solution lead on engagements, working in partnership with Practice Directors, Solution Architects, Project Managers, and technical teams to drive successful delivery.
• Oversee the development of comprehensive Solution Design Documentation, including:
  • Detailed user stories and acceptance criteria
  • Process maps (current state and future state)
  • Entity relationship diagrams and data dictionaries
  • Wireframes and mockups, as appropriate
• Facilitate project kick-off and ongoing client status meetings, maintaining clear communication on project progress, risks, and decisions.
• Assume joint accountability for project outcomes alongside the Project Manager and delivery team.

Process Expertise

• Provide expert guidance on designing and optimizing sales processes, ensuring solutions support efficient lead management, opportunity tracking, quoting, order processing, fulfillment, billing, and revenue recognition.
• Work closely with stakeholders to document and streamline business processes, identify gaps, and recommend improvements.

Quality Assurance & Training

• Review and validate final deliverables to ensure solutions meet business objectives and quality standards.
• Develop and deliver end-user training to ensure successful adoption of Salesforce solutions.

Client Relationship Management

• Act as a trusted advisor to clients, helping them build and prioritize their Salesforce roadmap aligned to their business goals.
• Identify and pursue opportunities for ongoing client engagement and project expansion.

Experience & Requirements
(Our ideal candidate will possess the following skills)

• Proven experience with Salesforce Core products (Sales Cloud, Service Cloud, Platform)
• Preferred to have CPQ Experience
• Minimum of 5+ years of Salesforce platform experience, with multiple Salesforce certifications strongly preferred
• Demonstrated ability to lead and deliver multiple concurrent projects, including complex enterprise initiatives, from discovery through deployment
• Experience providing strategic business, operations, and technical consulting to senior leadership across SMB and Enterprise organizations
• Deep understanding of end-to-end sales processes and project delivery best practices, with the ability to manage a delivery team effectively
• Proactive, self-starter with strong attention to detail and the ability to work both independently and collaboratively in a team environment
• Exceptional written and verbal communication skills, with the ability to engage confidently with stakeholders at all organizational levels
• Strong time management and organizational skills, with commitment to timely project tracking and reporting
• Solutions-oriented mindset with a positive, collaborative approach to problem-solving
• Prior leadership experience highly desired, including mentoring and team development
• Willingness to travel up to 20% as required by client engagements

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.