The CRM Firm · 3 weeks ago
Agentforce / Data Cloud - Sr. Consultant
United States
Full-time
Onsite
Mid, Senior Level
$95K/yr - $120K/yr
5+ years expThe CRM Firm is seeking a Data Cloud and Agentforce Salesforce Consultant who will drive the implementation and adoption of data-driven Salesforce solutions. This role involves designing scalable solutions and collaborating with delivery teams to ensure quality and sustainability for clients.
Business DevelopmentManagement ConsultingSoftwareTechnical SupportTraining
Responsibilities
Contribute to the evolution of firm-wide Data Cloud and Agentforce best practices, patterns, and implementation standards
Identify repeatable use cases and solution accelerators that improve delivery efficiency and client outcomes
Support the development of internal frameworks, reference architectures, and playbooks for data-driven and AI-enabled solutions
Stay current on Salesforce Data Cloud and Agentforce roadmap changes and translate new capabilities into practical consulting guidance
Partner with delivery leadership to pilot emerging features and evaluate their applicability for client solutions
Share learnings, lessons, and innovations through internal enablement sessions, documentation, and knowledge-sharing forums
Provide input into pre-sales conversations by advising on solution feasibility, value articulation, and differentiation
Promote responsible and scalable AI adoption by contributing to governance, trust, and ethical use guidelines
Help position the firm as a trusted advisor in data and AI by aligning solutions to measurable business outcomes rather than point features
Continuously assess and recommend improvements to delivery approaches that strengthen the firm’s competitive position
Contribute to small, medium, and large Salesforce implementation projects across multiple industries through all phases of the project lifecycle, collaborating with Senior Consultants, Architects, and Project Managers
Manage multiple client relationships, fostering authentic stakeholder connections while identifying and guiding Salesforce initiatives based on deliverables and milestones
Lead hands-on configuration of Data Cloud ingestion pipelines, data transformations, identity resolution, and calculated insights
Build and deploy Agentforce prompts, actions, and guardrails aligned to service, sales, and operational workflows
Engage with key stakeholders to understand business objectives, priorities, and expectations for Data Cloud and Agentforce/AI-enabled solutions
Propose, design, and implement Salesforce solutions, upgrades, and AI-driven enhancements to address complex client business needs and use cases
Document business requirements and ensure all objectives are satisfied through effective implementation of Data Cloud and Agentforce/AI capabilities
Configure, test, and deploy Salesforce Data Cloud and Agentforce/AI solutions, including integrations, automation, and associated applications, aligned with the Statement of Work
Maintain positive and effective communication with clients, internal teams, and external vendors throughout the project lifecycle
Conduct end-user assessments, training, and enablement to ensure adoption of Salesforce solutions and AI-driven workflows
Share best practices, implementation patterns, and internal documentation to support team learning and enhance delivery consistency
Adhere to project management standards, including planning, status reporting, issue and risk management, and budget adherence, escalating deviations as necessary
Maintain high billable utilization on client work (75%) while minimizing write-offs or rework (under 5%)
Stay current on Salesforce Data Cloud, Agentforce, and related AI capabilities, including new releases, and advise clients on relevant adoption opportunities
Serve as a mentor to team members, providing guidance on technical configurations, AI use cases, and cross-industry implementation best practices
Report directly to the Senior Consulting Manager or Vice President of Consulting and perform additional duties as assigned
Qualification
Required
Data Cloud Consultant and Agentforce Specialist required; Salesforce Tableau CRM & Einstein Analytics Consultant desired
Bachelor's degree in information technology or related field preferred; or the equivalent years of relevant work experience and/or education required
A minimum of 5+ years of experience in the technology industry is required
Minimum of 3+ years of Salesforce Consulting experience, including a deep understanding of various components of the Salesforce product suite, such as Data Cloud, Agentforce, Sales, Service, Experience, Financial Services Cloud, Nonprofit Cloud / NPSP, and additional applications
Grit and tenacity to navigate complex business and client challenges
Personal and professional core values align with integrity, inclusion, and ingenuity
Strong analytical, organizational, and interpersonal skills (both written and verbal)
Coachable, dedicated to ongoing improvement, and willing to invest time and effort in self-development
Strong attention to detail
Hands-on and effective in a fast-moving, creative environment
Ability to process questions, problems, comments, objections, and apply appropriate feedback, professionally and quickly
Ability to prioritize and balance multiple tasks while successfully achieving internal and external deadlines
Possesses leadership and relationship-building skills, combined with a collaborative personal style, with a desire and drive for results
Charismatic and professional presence when interacting with clients, in a sales environment, and with senior leadership
Demonstrate the ability to deliver both internal and external presentations including sales presentation, partner/vendor enablement, internal group training, and presentations to The CRM Firm Executive Leadership
Demonstrate the ability to set expectations and ensure all consultants are meeting standards to ensure client satisfaction
Demonstrate the ability to build relationships with various roles at all levels in the organization and within client organizations
Preferred
Bachelor's degree in information technology or related field preferred; or the equivalent years of relevant work experience and/or education required
Company
The CRM Firm
The CRM Firm is a business management consultant that offers salesforce implementations, training, tech support, and creative services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Stephanie Hagan
Founder & CEO
Company data provided by crunchbase