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.

• Act as the primary WorkSpan technical consultant for enterprise customers. • Lead discovery and design workshops to understand business objectives and map them to Salesforce and the WorkSpan virtual data model. • Partner closely with customer stakeholders, internal Product, Engineering, and Sales teams. • Translate executive‑level goals into clear technical designs, user stories, and delivery plans. • Lead end‑to‑end Salesforce Sales Cloud implementations involving the WorkSpan Managed Package. • Configure and customize Salesforce objects, fields, flows, approval processes, reports, dashboards, and security models. • Perform gap analysis to distinguish configuration vs. customization and recommend scalable solutions. • Own installation, upgrades, versioning, and configuration of the WorkSpan Managed Package. • Design and implement integrations between Salesforce and partner ecosystems such as AWS ACE, Microsoft Partner Center, and other PRM / B2B platforms.

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: As a Lead Salesforce Consultant and Solution Architect with Crowe, you will play a key role on our project team by bridging the gap between business problems and technical solutions for our clients. You will engage directly with customers to understand their needs, design custom solutions, deliver & implement innovative real-world solutions. You will be expected to provide consultative advice regarding industry best practices and create a solution that always best meets our client’s needs. Key Responsibilities Include - Pre-sales discovery, documenting business requirements, functional requirements & technical requirements in a pre-sales environment to generate a solution and Scope of Work - Work with Practice Director(s) in resourcing sold Scopes of Work - Work closely with key stakeholders (internal & client facing) to capture business needs, define requirements and business processes - Fully solutioning scopes of work that meet business needs in a clear and cohesive manner - Lead project implementation & oversee architectural design, while working directly with our Practice Director, Solution Architect, Project Manager, and team of Analysts & Developers to ensure project delivery is on track - Facilitate project introduction, kick off meetings & weekly client status meetings, while creating and managing project timeline - Provide final QA of all completed work - Design and deliver end user training for clientele, as needed - Work with client to continue engagement with new projects & develop a clear roadmap of new initiatives for discussion, as needed - Assume joint responsibility for the success of the project end-to-end with Project Manager & delivery team members Experience & Requirements - Demonstrated competency & experience with all Salesforce core products - Multiple Salesforce Certifications and a minimum of 5+ years’ experience on the Salesforce platform - Experience managing & delivering multiple projects at the same time - Experience successfully leading and owning multiple enterprise strategic projects from end to end - Experience providing business/operations/technical consulting to senior leaders of Enterprise organizations - Detail-oriented, enthusiastic, self-starter with ability to work both independently and in a team environment- ability to manage a delivery team is a must! - Strong, dynamic communication skills - both written & verbal - with ability to work cross-functionally and speak to members at any level of an organization (both client & prospect) - Ability to log time on a daily basis for client and project reporting needs - Positive minded, solutions-oriented approach and outlook is critical - Ability to work - and thrive - in a fast-paced, high-growth, innovative environment - Prior leadership experience highly desired - Salesforce specializations in addition to Core platform a plus! - This position requires a minimum of 20% travel - We appreciate talent from all over the United States and are willing to consider candidates who may not be located near a Crowe office location for this role/opening #LI-Remote We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $135,800.00 - $286,400.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable. If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: As a Lead Salesforce Consultant and Solution Architect with Crowe, you will play a key role on our project team by bridging the gap between business problems and technical solutions for our clients. You will engage directly with customers to understand their needs, design custom solutions, deliver & implement innovative real-world solutions. You will be expected to provide consultative advice regarding industry best practices and create a solution that always best meets our client’s needs. Key Responsibilities Include - Pre-sales discovery, documenting business requirements, functional requirements & technical requirements in a pre-sales environment to generate a solution and Scope of Work - Work with Practice Director(s) in resourcing sold Scopes of Work - Work closely with key stakeholders (internal & client facing) to capture business needs, define requirements and business processes - Fully solutioning scopes of work that meet business needs in a clear and cohesive manner - Lead project implementation & oversee architectural design, while working directly with our Practice Director, Solution Architect, Project Manager, and team of Analysts & Developers to ensure project delivery is on track - Facilitate project introduction, kick off meetings & weekly client status meetings, while creating and managing project timeline - Provide final QA of all completed work - Design and deliver end user training for clientele, as needed - Work with client to continue engagement with new projects & develop a clear roadmap of new initiatives for discussion, as needed - Assume joint responsibility for the success of the project end-to-end with Project Manager & delivery team members Experience & Requirements - Demonstrated competency & experience with all Salesforce core products - Multiple Salesforce Certifications and a minimum of 5+ years’ experience on the Salesforce platform - Experience managing & delivering multiple projects at the same time - Experience successfully leading and owning multiple enterprise strategic projects from end to end - Experience providing business/operations/technical consulting to senior leaders of Enterprise organizations - Detail-oriented, enthusiastic, self-starter with ability to work both independently and in a team environment- ability to manage a delivery team is a must! - Strong, dynamic communication skills - both written & verbal - with ability to work cross-functionally and speak to members at any level of an organization (both client & prospect) - Ability to log time on a daily basis for client and project reporting needs - Positive minded, solutions-oriented approach and outlook is critical - Ability to work - and thrive - in a fast-paced, high-growth, innovative environment - Prior leadership experience highly desired - Salesforce specializations in addition to Core platform a plus! - This position requires a minimum of 20% travel - We appreciate talent from all over the United States and are willing to consider candidates who may not be located near a Crowe office location for this role/opening #LI-Remote We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $135,800.00 - $286,400.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable. If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation