The Role

We are seeking an experienced Senior Digital Consultant to drive consulting-led growth in our Salesforce Solutions practice. In this senior, client-facing role, you will combine deep expertise in Salesforce technologies and digital marketing solutions with strong consulting skills to help clients achieve their customer engagement and digital transformation goals. You will serve as a strategic advisor to prospective and existing clients, partnering closely with Sales and Account Management to identify opportunities and design integrated solutions that drive revenue growth across both current engagements and net-new business.

In this role, you will lead technical sales support by helping the Sales team design, scope, and present Salesforce-driven solutions to prospects and clients. You will also collaborate with agency leadership and practice teams to shape new service offerings aligned with emerging client needs and industry trends. Working alongside Account Management, you will build strategic roadmaps that align Salesforce and related technologies with each client’s business objectives and customer experience vision. You will ensure proposed solutions connect seamlessly to the broader digital ecosystem and are translated clearly into execution plans for delivery teams. In short, this role brings together consulting leadership, Salesforce solution strategy, technical pre-sales expertise, and client roadmap ownership to accelerate growth for both our clients and the agency.

Skills and Qualifications

Core Responsibilities

• Act as the lead solution strategist for Salesforce opportunities, working with client stakeholders to understand business challenges and create multi-platform Salesforce roadmaps that deliver measurable value.

• Translate complex client requirements into clear, actionable digital ecosystem strategies that connect Salesforce CRM, Agentforce, Marketing Cloud, Marketing Cloud next, Marketing advance, Data 360, and related technologies into cohesive marketing, sales, and service solutions aligned to business goals.

• Orchestrate technical sales support for new business pitches and upsell opportunities in existing accounts.

• Coordinate the right experts and resources for demos, technical assessments, scope estimates, and solution presentations that address client needs and showcase our Salesforce capabilities.

• Serve as the technical consultant in sales meetings, lending credibility by articulating how proposed Salesforce-based solutions will solve business problems. 

• Onboard new clients by helping them envision how to maximize their existing technology stack and identifying opportunities for new Salesforce tools or enhancements.

• Assess each client’s current Salesforce/digital ecosystem maturity and provide recommendations and a practical path forward to enhance capabilities.

• For existing clients, maintain and continuously refine a strategic roadmap of initiatives aligned to evolving business goals and customer interactions across Salesforce and related digital platforms.

• Partner with Account Managers to prioritize initiatives that deliver quick wins and long-term value, driving account growth and retention.  

• Work hand-in-hand with Account and Delivery teams to ensure smooth execution of the proposed solutions.

• Act as an internal point of contact for delivery teams to clarify solution intent and provide ongoing guidance during implementation.

• Proactively identify cross-team collaboration opportunities (e.g., integrating creative, data, media, etc.) or third-party partnerships that would strengthen the overall solutions. 

• Continuously research emerging Salesforce features, industry trends, and complementary technologies to identify innovation opportunities that benefit our clients and inform new service offerings.

• Contribute to building a knowledge library of best practices and case studies from successful engagements to support future proposals and consulting efforts.

• Mentor peers and junior team members—including digital consultants, business analysts, and solutions consultants—and share learnings across the practice to elevate team capability and maturity.

Additional Responsibilities 

• Stay current on Salesforce product roadmap and broader digital marketing trends. Educate both internal teams and clients on how evolving capabilities (across CRM, marketing automation, data analytics, etc.) can be leveraged for business growth.

• Position yourself as a thought leader by contributing to webinars, whitepapers, or client workshops on digital transformation and Salesforce best practices. 

• Work closely with agency leadership to explore new growth avenues in the Salesforce Solutions practice. Provide insights on client needs and market demand to guide investments in new offerings, skill development, or partnerships, aimed at expanding our market presence and revenue streams.

Technical Qualifications

• 7+ years of experience in digital solutions consulting, solution architecture, or technical pre-sales, with significant focus on Salesforce technologies such as Sales Cloud, Service Cloud, and Marketing Cloud. Hands-on experience designing and delivering multi-channel marketing or CRM solutions in complex client environments is required.

• Demonstrable familiarity with digital marketing platforms (CMS, e-commerce, AdTech, data/analytics, etc.) and system integration principles, enabling holistic strategies that extend beyond core Salesforce systems. 

• Experience in technical sales support or solution consulting roles, ideally 3+ years in a marketing technology, CRM, or digital agency environment, including scoping projects, creating proposals, and presenting to executive stakeholders.

• Demonstrated ability to translate business requirements into technical solutions and present complex ideas in straightforward terms.

• Comfortable creating functional specifications, solution diagrams, and effort estimates for enterprise-scale digital initiatives.

• Solid understanding of data and integration concepts, including relational databases, data modeling, and APIs, along with familiarity with project management methodologies such as Agile, Scrum, and Waterfall.

People and Leadership Skills

• Exceptional ability to communicate complex technical concepts to non-technical stakeholders in a clear, persuasive manner, both in writing and verbally.

• Comfortable leading client discussions and workshops, with proven skill in building trust and consensus across business and technology teams. 

• Track record of working effectively on cross-disciplinary teams, including close collaboration with sales, account management, developers, and creative/strategy colleagues. Able to lead by influence, ensuring alignment and collective buy-in on solution approaches. 

• Demonstrated experience mentoring or guiding other consultants, architects, or technical team members, raising the skill level of those around you.

• Proactive, resourceful, and innovative, with a solutions-oriented mindset and the ability to inspire confidence in both colleagues and clients. 

• Highly organized with strong attention to detail and the ability to manage multiple initiatives simultaneously.

• Strategic mindset with a focus on business outcomes, capable of identifying opportunities for improvement and driving long-term value for clients. 

Preferred Qualifications

• Prior experience in an agency, consulting firm, or digital solutions provider environment, especially in a Salesforce consulting or digital marketing solutions practice. 

• Salesforce certifications (e.g., Salesforce Administrator, Marketing Cloud Consultant, or Sales Cloud Consultant) or comparable industry certifications, demonstrating verified expertise in relevant Salesforce products. 

• Experience working with diverse industries or business models, providing a broad perspective on how different organizations can leverage Salesforce for growth. 

• Familiarity with emerging Salesforce innovations (e.g., CDP, MuleSoft integrations, AI/Einstein features) and a passion for continuous learning in the Salesforce ecosystem.