TRIA PRIMA ยท 6 days ago
Principal Salesforce Solution Consultant
Atlanta, GA
Contract
Hybrid
Senior Level, Lead/Staff
5+ years expTria Prima is a Sales, Marketing and Salesforce-focused consulting firm serving banks, credit unions, fintechs, insurance companies, and data-driven technology firms. They are seeking a Principal Salesforce Solution Consultant who will act as a subject matter expert across Salesforce CRM, Marketing Cloud, Data Cloud, and analytics, owning solution design, QA, and delivery quality while managing client relationships.
Marketing & Advertising
No H1B
Responsibilities
Serve as primary day-to-day contact for approximately three client accounts
Lead discovery, requirements gathering, and solution design sessions
Rapidly understand client business models, data structures, and revenue drivers
Identify expansion opportunities and support consultative scoping and pricing
Own end-to-end Salesforce solution design across CRM, Marketing Cloud, Marketing Cloud Intelligence, Data Cloud, and APIs
Oversee implementation and delivery of designed solutions ranging from new platform implementations to journey and workflow implementations
Design scalable solutions using platforms and data models that reflect how client businesses operate
Write and review SQL in Marketing Cloud and Data Cloud
Partner closely with Salesforce developers and Junior Consultants to guide implementation
QA all solution implementations vs requirements prior to client delivery
Produce BRDs, FRDs, solution designs, ERDs, journey maps, and client-ready presentations
Use and contribute to Tria Prima documentation templates
Serve as internal SME for data-centric Salesforce design
Provide QA and guidance to other consultants
Contribute to internal best practices and product design efforts
Qualification
Required
5+ years Salesforce implementation and retained support experience
5+ years external consulting experience
3+ years in a direct client account management role
Strong hands-on experience with Salesforce CRM and/or Marketing Cloud (including SQL)
Experience in financial services or other complex, data-rich industries
Ability to quickly comprehend new business models and translate them into solution or data designs
Active Salesforce Administrator and Marketing Cloud certifications required
Operate as a US-based LLC with primary commitment to Tria Prima
Preferred
Salesforce CRM certifications (e.g., Salesforce Administrator, Marketing Cloud Admin, BA Certification or similar) are a strong plus
Previous experience working as a contractor or in a consulting firm serving Financial, Banking, or Fintech clients
Familiarity with additional CRM platforms, data analytics tools, or cloud-based technologies relevant to the financial services industry
Company
TRIA PRIMA
Tria Prima, originates from the Latin phrase meaning "three primes" or "three essentials." It is a concept that finds its roots in the ancient practice of alchemy, a mysterious and philosophical tradition that sought to transmute base metals into noble ones.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Keith Brannan
Challenge Seeker and CEO
Company data provided by crunchbase