Saasinct Solutions

Salesforce Engagement Lead. About Saasinct Saasinct is a woman-owned business that embraces equality, diversity, inclusion, education, and access to career development. As an East Coast-based Salesforce implementation partner, we serve Financial Services organizations, including Capital Markets, Wealth & Asset Management, and Private Equity. We empower these organizations to become more tech-savvy and strategically aligned through Salesforce. We provide our customers with a unique combination of consulting and education, illustrating what a fully integrated technology stack can look like with Salesforce at the center. We win when we earn the trust and ongoing partnership of our clients, and we do that by continually finding better ways to collaborate within the Financial Services ecosystem. Role Overview Saasinct is seeking a Salesforce Engagement Lead to own the success of client engagements across delivery, relationship, and outcomes. This role is responsible for leading Salesforce implementations, guiding clients through complex decisions, and ensuring work is delivered with clarity, quality, and accountability. You will operate in a growth-stage environment where structure is still evolving. We are looking for someone who brings organization, sound judgment, and a strong sense of ownership. This is an opportunity to play a meaningful role in how we deliver, partner with clients, and continue to scale. This role is best suited for someone who prefers ownership and impact over rigid structure and clearly defined lanes. What You’ll Be Doing Engagement & Delivery - Own day-to-day delivery across Salesforce projects — tracking progress, managing tasks, and keeping teams aligned - Lead weekly client status calls, internal standups, and working sessions - Own project plans, timelines, and budget tracking - Manage scope changes, identify risks early, and adjust plans as needed - Ensure deliverables are clear, complete, and aligned to client expectations Serve as the Client Lead - Act as the primary point of contact for your clients - Prepare for and lead client meetings with clear agendas and next steps - Translate business needs into actionable work for the team - Handle challenges directly — navigating misalignment, pushback, or changing priorities Account Growth & Partnership - Stay close to client goals and identify where additional support may be needed - Partner internally to expand accounts based on outcomes and trust - Contribute to long-term client relationships, not just immediate delivery What You Bring - 3–7+ years of Salesforce consulting experience - Experience working with Financial Services clients (Capital Markets, Wealth, or Private Equity) - Strong project management and delivery discipline - Clear, professional communication and client presence - Ability to operate without heavy structure and drive work forward You are someone who: - Takes ownership and follows through - Communicates clearly and calmly - Enjoys working with small, collaborative teams - Looks for ways to improve how things are done Nice to Have - Salesforce certifications (Admin, Consultant) - Experience with Financial Services Cloud - Project management certifications Grow With Us - Be part of a growing Salesforce partner where your work and ideas directly impact our trajectory - Help shape how we serve clients and show up in the Salesforce ecosystem - Gain meaningful exposure to leadership and company strategy - Take real ownership in a collaborative, people-centered team - Competitive compensation with performance-based incentives - Health, dental, and vision coverage & 401(k) match - Salesforce certification support and professional development Eligibility Requirements - Location: Remote (US) - Experience: Prior Salesforce ecosystem experience and Financial Services exposure (Capital Markets, Wealth & Asset Management, or Private Equity) Must be a US citizen or permanent resident

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Saasinct is growing and seeking a Business Development Manager to expand our presence, relationships, and pipeline within the Salesforce ecosystem. This role blends traditional business development discipline with in-person ecosystem engagement. - Develop and manage relationships with Salesforce AEs, SEs, and Partner Managers through consistent in-person and virtual engagement - Maintain a regular presence at Salesforce offices, partner events, and ecosystem gatherings - Proactively identify, research, and pursue target accounts aligned with Saasinct’s focus areas - Generate qualified meetings and introductions through outbound outreach, partner collaboration, and networking - Support pipeline development from early-stage conversations through opportunity qualification - Track activity, partner engagement, and pipeline progress in CRM systems - Collaborate with leadership to refine messaging and positioning - Bring back market intelligence on client demand, Salesforce priorities, and competitive landscape - Coordinate smooth handoffs to delivery and leadership teams once opportunities advance Qualifications - 3–5+ years in business development, BDR, partner sales, or other adjacent roles within the Salesforce ecosystem - Demonstrated ability to generate meetings, build pipeline, and develop partner-driven opportunities - Strong networking instincts and comfort initiating conversations in person - Organized and disciplined in managing outreach and follow-up - Clear communicator with professional presence - Willingness to spend meaningful time engaging in the Salesforce ecosystem - Exposure to or strong interest in Financial Services (banking, wealth management, insurance, fintech) and how Salesforce supports those organizations - Familiarity with Financial Services Cloud or related Salesforce solutions Benefits - Be part of a growing Salesforce partner where your work and ideas directly impact our trajectory - Help shape how we serve clients and show up in the Salesforce ecosystem - Gain meaningful exposure to leadership and company strategy - Take real ownership in a collaborative, people-centered team - Competitive base salary with performance-based incentives - Health, dental, and vision coverage & 401(k) match - Salesforce certification support and professional development Eligibility Requirements - Location: Remote (NY/NJ strongly preferred) - Experience: Financial Services, Capital Markets, Wealth & Asset Management, or Private Equity - Travel: Regular in-person engagement within the Salesforce ecosystem - Must be a US citizen or permanent resident

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Salesforce Consultant, you are accountable for the overall success, health, and growth of your assigned client engagements. You serve as the strategic bridge between a client’s business objectives and their Salesforce solution delivery. This role owns the full engagement lifecycle from initial planning and implementation through adoption, optimization, and expansion. You will lead delivery teams, manage scope and financials, nurture executive relationships, and ensure measurable business outcomes for every account under your leadership. This is a high-visibility role that combines strategic advisory, project leadership, financial oversight, and account growth responsibility. What You’ll Be Doing - Drive adoption strategies to ensure clients realize the full value of their Salesforce investment. - Serve at the intersection of the customer and their Salesforce goals acting as a trusted advisor for assigned clients. - Own end-to-end delivery across active projects, ensuring they are on time, on budget, and aligned to defined scope. - Lead project planning, resource allocation, and task prioritization. - Coordinate cross-functional teams to ensure high-quality execution and clear accountability. - Own all account health metrics, hosting QBRs, and executive check-ins to ensure alignment on outcomes and ROI. - Oversee scope management, change control processes, and escalation pathways. - Maintain transparent reporting on delivery progress, hours consumed, and overall engagement health. - Translating technical requirements into workable solutions. - Identify and pursue account expansion opportunities. - Participate in solution discussions and scope definition for new initiatives. - Support marketing and thought leadership efforts including client surveys, testimonials, and success stories. - Build long-term, referenceable customer relationships that drive recurring revenue. Qualifications - 4–6 years of experience in Salesforce consulting, including engagement leadership, project management, or account oversight roles. - Strong knowledge of the Salesforce platform, implementation lifecycle, and adoption best practices. - Proven ability to grow accounts through strategic relationship management and opportunity identification. - Demonstrated experience managing delivery financials, scope, and client expectations. - Relevant Salesforce certifications: - Salesforce Certified Platform Administrator - Salesforce Certified Platform Administrator II - Salesforce Certified Platform App Builder - Salesforce Certified Nonprofit Cloud Consultant (NPC) - Salesforce Certified Nonprofit Success Pack Consultant - Salesforce Certified Sales Cloud Consultant - Financial Services Cloud Accredited Professional - Project management credentials (PMP, Scrum, SAFe) preferred. - Excellent communication skills and desire to lead client facing engagements with executive presence. - Strong critical thinking abilities. - Highly organized, proactive, and comfortable managing multiple concurrent engagements. Requirements - Experience working with mid-market clients. - Industry experience in sales, financial services, and/or nonprofit sectors. - Bachelor’s degree in a technical or related field preferred but not required. - Equivalent experience will be considered. - Willingness to learn Salesforce and general technical systems. Benefits - Be part of a growing Salesforce partner where your work and ideas directly impact our trajectory. - Help shape how we serve clients and show up in the Salesforce ecosystem. - Gain meaningful exposure to leadership and company strategy. - Take real ownership in a collaborative, people-centered team. - Competitive base salary with performance-based incentives. - Health, dental, and vision coverage & 401(k) match. - Salesforce certification support and professional development. Eligibility Requirements - Location: Remote (NY/NJ strongly preferred) - Travel: Regular in-person engagement within the Salesforce ecosystem. - Must be a US citizen or permanent resident.