Act as a technical advisor to customers, leading the design and implementation of solutions on the Salesforce platform. Work closely with both clients and internal teams to deliver robust, scalable systems using native Salesforce capabilities and AI-powered configuration tools.
Responsibilities
- Lead discovery workshops with customers to identify business goals, technical limitations, and key success metrics
- Define technical scope, architecture, and implementation strategies for Salesforce solutions
- Design and build custom solutions including data models, automation workflows, security frameworks, and extensions
- Perform hands-on configuration and development using Salesforce tools such as Flows, Apex, and Lightning components, alongside proprietary platforms
- Serve as the main technical contact for customers, providing guidance and consultation throughout project lifecycles
- Manage multiple customer engagements simultaneously, ensuring alignment with timelines, scope, and technical requirements
- Work closely with internal Product and Engineering teams to ensure customer needs inform product development
Requirements
- Minimum of five years of experience in solution design and delivery with direct hands-on work in Salesforce environments
- Proven track record in customer-facing technical roles requiring collaboration and advisory skills
- Solid grasp of Salesforce architecture, including data modeling, automation, and security frameworks
- Direct experience configuring and developing within Salesforce using declarative and programmatic tools
- Ability to assess project scope, estimate effort, and manage concurrent engagements
- Strong communication skills with a focus on translating technical details for non-technical audiences
Tech Stack
Salesforce, Flows, Apex, Lightning components, Sweep
Benefits
- Part of a rapidly growing startup funded by venture capital
- Backed by leading investors including Insight Partners and Bessemer Venture Partners
- Opportunity to solve complex technical challenges and drive innovation through experimentation
- Culture that emphasizes recognition and celebration of achievements
- Inclusive, people-first environment with global collaboration
Compensation
Not specified
Work Arrangement
Global remote work environment with team presence in New York, Portugal, Tel Aviv, and the Philippines
Team
Cross-functional teams distributed across New York, Portugal, Tel Aviv, and the Philippines
- Collaboration
- Innovation
- Passion
- Success-driven
- People-first
Additional Information
- Venture-backed organization with funding from prominent investors
- Teams operate across multiple countries, including New York, Portugal, Tel Aviv, and the Philippines
- Focused on transforming Salesforce configuration through AI and agentic workspace design to deliver clarity, control, and speed
Not specified
