Designs and delivers Salesforce solutions by translating client objectives into technical requirements and best-practice implementations. Leads discovery, project execution, governance, training, scope, budgets, risks, timelines, and deliverables. Partners with technical architects, developers, project managers, clients, and stakeholders to ensure successful deployments. The role also manages change orders, mentors team members, addresses roadblocks, and builds trusted client relationships while maintaining strong knowledge of Salesforce configuration, Lightning functionality, and consulting methodologies.
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
The Salesforce Solution Architect may work, both independently, and with a team that may include an architect, project manager, developer, and other consultants. With strong knowledge of Salesforce best practices and configuration skills, the Solution Architect will design solutions, manage the timeline, budget and deliverables, conduct training, and ensure overall project success.
- Undergo deep, technical business process discovery and create trusted solutions built on best practices
- Work directly with clients to translate business objectives into technical requirements
- Communicate directly with clients to manage projects and implementations
- Assist clients in establishing an internal governance process
- Ability to present change orders to clients, address concerns and options, send change orders for review & signature
- Ability to determine & identify when to pull the sales team back into the conversation
- Manage budget, scope, risks, and issues during the project lifecycle process
- Work closely with the project team to meet deadlines, delegate tasks, and deliver high-quality work
- Proactively address potential scope deviation with client to align on underlying cause and agree on mitigation plan
- Strong working relationship with the Technical Architect in order to fully deploy a solution and lead the project team on execution
- Responsible for direct ownership of a project or workstream for larger projects
- Exceed client expectations and build trust, leading to repeat business and referrals
- Stay up to date with new features and product launches from Salesforce and other technology partners
- Ability to anticipate roadblocks, errors, and issues and address them appropriately and in a timely manner
- Develop trusted and synergetic relationships with clients, partners, and other stakeholders
- Must possess strong time management, critical thinking skills, and the ability to adjust with changes in priorities
- English proficiency – Fluent in business language
- Highly organized, detail-oriented and able to follow written and verbal instructions.
- Ability to work under pressure amid distractions and interruptions while maintaining a positive attitude
- Exceptional communication and presentation skills with the ability to interact with clients regularly via email, phone, and video chat in a timely manner
- Must have high moral and ethical standards, be trustworthy, honest, and highly reliable
- Demonstrate a high level of business acumen and ability to understand business processes across many industries
- Ability to speak and write accurately and elegantly about technical software offerings and our solutions
- Maintain a professional appearance and demonstrate proper business etiquette
- Self-starter, confident, entrepreneurial mindset and ability to work independently or in a group
- A minimum of 7 years’ experience in a similar role working with clients in a consulting capacity
- Bachelor’s degree or higher from an accredited university and/or equivalent experience
- Experience with Agile/Hybrid methodology and familiarity with best practices as they relate to Salesforce projects
- Deep functional knowledge of the Salesforce platform and confidence in distinguishing when custom code is needed versus declarative configuration
- Strong knowledge of standard Lightning components and Lightning App Pages
- Salesforce Certifications: Admin, Service and Sales Cloud Consultant, and Application or System Architect Certifications
- Strong desire and ability to lead and mentor others
- Ability to preserve confidential and sensitive customer and company information
- Must possess strong time management, critical thinking skills, and the ability to adjust with changes in priorities
- English proficiency – Fluent in business language
- Highly organized, detail-oriented and able to follow written and verbal instructions
- Ability to work under pressure amid distractions and interruptions while maintaining a positive attitude
- Exceptional communication and presentation skills with the ability to interact with clients regularly via email, phone, and video chat in a timely manner
- Must have high moral and ethical standards, be trustworthy, honest, and highly reliable
- Demonstrate a high level of business acumen and ability to understand business processes across many industries
- Ability to speak and write accurately and elegantly about technical software offerings and our solutions
- Maintain a professional appearance and demonstrate proper business etiquette
- Self-starter, confident, entrepreneurial mindset and ability to work independently or in a group
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