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CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

Salesforce Solution Architect

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeRemote in USARemote

About the Job

Requirements

  • At least 8 years of professional services experience.
  • Experience implementing and configuring Salesforce, leading Salesforce optimization projects, and providing Salesforce managed services.
  • Experience across planning and delegation, process flow discovery, functional and technical design, training, testing, go-live support, and project management.
  • Expertise in business process analysis and solution design.
  • Success overseeing multiple projects, schedules, and tasks concurrently to ensure timely delivery and optimal results.
  • Proficiency in Excel, Word, PowerPoint, and Outlook.
  • Success building and developing strong client relationships.
  • Ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
  • Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards.
  • Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or a related field from an accredited university.
  • Salesforce Administrator Certification (SCA).

Responsibilities

  • 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 configuration tasks.
  • Take ownership of the technical aspects of the project to ensure 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, oversee junior team members, and proactively identify, resolve, or escalate project risks and issues.
  • Oversee the scheduling of configuration, testing, and go-live preparation, and coordinate implementations of third-party applications and integrations.
  • Perform business analysis to design and implement Salesforce within the client’s environment, and manage solution design, approvals, development, and final testing.
  • Assist in preparing baseline statements of work 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.

Desired Qualifications

  • Prior experience configuring Salesforce clouds, such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Salesforce CPQ+.

About the Company

CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

CrossCountry Consulting provides tailored advisory services for finance leaders, primarily the office of the CFO, private equity sponsors, and other corporate executives. Its offerings cover digital transformation, transaction management, and ESG standards, delivered through bespoke consulting engagements that align with each client's long-term objectives. The firm works by partnering closely with client teams to diagnose issues, design strategies, and implement solutions, using a hands-on, collaborative approach. Compared with other financial consultancies, CrossCountry stands out through highly customized engagements, a people-first culture, and a clear focus on aligning work with the client's strategic goals. The goal is to help mid-sized and large enterprises navigate financial change, improve performance, and achieve their strategic targets.

Company size
1,001-5,000
Company stage
Early VC
Total funding
$1.5M
Headquarters
Tysons, VA
Founded
2011

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