Salesforce Solution Architect

Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, and budgets throughout all lifecycle phases, and maintain an integrated project plan.

Lead and consult on Salesforce configurations, taking a hands-on role in all aspects of the process.

Act as the primary driver of the project, leading the project team while also being directly involved in completing the configuration tasks.

Take ownership of the technical aspects of the project, ensuring successful implementation.

Guide customers through the change management process, providing resources and strategies to ensure a smooth transition.

Maintain accountability for delivery quality and excellence, overseeing junior team members and proactively identifying, resolving, or escalating project risks/issues.

Oversee the scheduling of configuration, testing, and go-live preparation, and coordinate implementations of third-party apps, integrations, etc.

Perform business analysis to design and implement Salesforce within the client’s environment and manage the solution design process, approvals, development, and final testing.

Assist in preparing baseline SOWs or change orders as needed.

Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.