Venture · 1 week ago
Lead Salesforce Consultant
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $135K/yr
3+ years expVenture is a growing Salesforce consulting firm focused on helping clients design, implement, and optimize Salesforce solutions that actually fit their business. The Lead Salesforce Consultant is responsible for leading Salesforce engagements from start to finish, guiding clients through onboarding and implementation while blending technical expertise and project leadership.
Management Consulting
Hiring Manager
Brady Alexander
Responsibilities
Lead clients through the full Salesforce implementation lifecycle, including kickoff, requirements gathering, configuration, testing, training, and go-live
Conduct welcome calls and review project scope and success criteria
Perform Salesforce training sessions and solution walkthroughs tailored to client needs
Ask thoughtful, strategic questions to understand client workflows and identify gaps or opportunities for improvement
Configure and customize Salesforce solutions to support client business processes
Guide and assist customers through data conversion and migration efforts, ensuring clean, accurate, and seamless transitions into Salesforce
Oversee project execution by managing Asana, ensuring tickets are properly prioritized, assigned, and tracked to maintain momentum and meet deadlines
Write clear, detailed implementation tickets based on gathered requirements, including scope, acceptance criteria, and relevant technical details
Provide regular project status updates to clients and internal teams
Log time daily to ensure accurate project tracking, reporting, and forecasting
Monitor project phases, proactively identify risks, escalate issues when needed, and ensure alignment on key deliverables
Identify opportunities to improve delivery processes, implementation methodologies, and internal workflows
Share client feedback and insights to help refine Venture’s service offerings and best practices
Develop and maintain training materials, configuration documentation, and internal knowledge resources to support both clients and team members
Qualification
Required
Bachelor's degree in computer science, information technology or a related field
3–5 years of experience in Salesforce consulting, product implementation, business analysis, or technical problem-solving roles. Including experience with FSC, Marketing Cloud, API Integrations, Omnistudio, etc
2+ years of experience in financial services or lending
Experience in a client-facing role within a B2B or SaaS environment
Salesforce Admin and Advanced Admin Cert
Strong understanding of Salesforce administration, including Flows, Lightning page layouts, custom objects and fields, reporting, Apex, Etc
Preferred
FSC Accreditation is a big plus
APex and Software Development Knowledge is a big plus
Company
Venture
Venture specializes in empowering financial services companies with cutting-edge Salesforce solutions, in-depth business systems consulting, and strategic automation.
2-10 employees
H1B Sponsorship
Venture has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
Funding
Current Stage
Early StageCompany data provided by crunchbase