Salesforce Delivery Lead - Associate Director

The company is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join the company, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.

By joining our rapidly growing Salesforce practice, you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

What You'll Do

• 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 scheduling of configuration, testing, and go-live preparation, and coordinate implementations of 3rd 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.

• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

What You'll Bring

• 7+ years of professional services experience.

• Experience implementing Salesforce, configuring Salesforce, leading Salesforce optimization projects, as well as providing Salesforce managed services.

• Experience covering all aspects of Salesforce projects, from planning and delegation to process flow discovery, functional/technical design, training, testing, go-live support, and project management.

• Proven expertise in business process analysis and solution design.

• Strong preference for prior experience configuring clouds, such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Salesforce CPQ+.

• Consistent success in efficiently overseeing multiple projects, schedules, and tasks concurrently, ensuring timely delivery and optimal results.

• Proficiency in Excel, Word, PowerPoint, and Outlook.

• Consistent success in building and developing strong client relationships.

• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.

• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation, in alignment with firm policies and client standards.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or a related field from an accredited university.

The company is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $135,000 - $175,000 per year + annual bonus + additional benefits.

Benefits Summary

The the company total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at the company, please visit our dedicated benefits site: [link for members]

Equal Employment Opportunity (EEO)

The company provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, the company is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.