Lead Consultant, Salesforce

About the Role

As the Salesforce Competency Lead / Delivery Lead, you will play a pivotal role in both strategic delivery leadership and practice competency development. This role is ideal for someone with deep Salesforce technical expertise, strong delivery experience, and a desire to influence the growth of our Salesforce capabilities across sectors such as public service, telco, financial services, and healthcare.

You will:

• Drive successful end-to-end delivery of Salesforce programs across CRM, Sales Cloud, and Service Cloud.
• Be the technical and delivery authority, guiding architectural decisions, implementation best practices, and stakeholder engagement.
• Develop the internal Salesforce competency, including mentoring, knowledge-sharing, asset creation, and pre-sales support.

Key Responsibilities

1. Delivery Leadership

• Serve as the overall delivery owner for Salesforce projects, ensuring successful scope management, timeline, quality, and client satisfaction.
• Lead the technical design and implementation of Salesforce solutions, including integrations, data models, automation (flows, Apex), and configurations.
• Engage directly with business and IT stakeholders to align requirements to scalable Salesforce architecture.
• Own the delivery of Sales Cloud and Service Cloud solutions, including customer service transformation initiatives (e.g., case management, omni-channel, Agent Workspace).
• Monitor project health through regular status reviews, retrospectives, risk assessments, and proactive escalation handling.

2. Technical Competency Development

• Provide technical leadership and mentoring for Salesforce developers, consultants, and architects within the practice.
• Develop and maintain reusable templates, accelerators, and best practices that improve consistency and speed of delivery.
• Lead internal capability uplift, including skills development plans, training sessions, and certification roadmaps.
• Champion the evaluation and adoption of emerging Salesforce innovations such as Einstein AI, Flow Orchestration, Slack integration, and Agentforce.

3. Pre-Sales and Advisory Support

• Collaborate with sales and bid teams to provide technical advisory and solution shaping for Salesforce opportunities.
• Prepare and review technical proposals, solution architectures, estimation models, and RFP responses.
• Present value propositions and technical strategies to clients during pre-sales engagements.
• Participate in client workshops and discovery sessions to define solution blueprints and transformation roadmaps.

4. Stakeholder Engagement

• Build strong relationships with internal business leaders, external clients, and technology partners (Salesforce, ISVs).
• Act as a trusted advisor to clients by translating business needs into technology-enabled solutions.
• Lead client governance meetings and provide progress visibility to key stakeholders across business and technology functions.

Qualifications

The successful candidate will possess the following:

• Minimum 8+ years of experience in Salesforce CRM implementation with at least 3 full-cycle projects involving Sales Cloud, Service Cloud, or Experience Cloud.
• Proven experience as a Delivery Lead, Solution Architect, or Technical Lead in complex Salesforce programs.
• Strong understanding of:
  • Salesforce core platform (Lightning, Flow, Apex, LWC)
  • CRM Data Models and Security
  • Integration patterns (REST/SOAP APIs, middleware like Mulesoft or Boomi)
  • DevOps for Salesforce (CI/CD tools, Sandbox management)
• Hands-on experience with Agentforce or similar Salesforce contact center solutions is highly desirable.
• Salesforce certifications such as:
  • Salesforce Certified Application Architect
  • Sales Cloud Consultant
  • Service Cloud Consultant
  • System/Technical Architect (bonus)
• Excellent communication, stakeholder management, and problem-solving skills.
• Experience in both agile and waterfall delivery models.
• Comfortable leading cross-functional, including offshore development models.