About the Role
Lead discovery workshops focused on Customer 360, personalization, and segment targeting. Translate business needs into actionable Data Cloud configurations (segments, insights, identity rules). Advise clients on best practices for leveraging Data Cloud across various Salesforce Clouds. Contribute to pre-sales activities including proposal writing, solution design, and demo walkthroughs. Support UAT, enablement, and handover to client teams post-go-live. Participate in RFPs, pitches, and solutioning discussions with internal and external stakeholders.
Responsibilities
- Hands-On Technical Configuration
- Build and configure: Data Streams from internal and external sources, Identity Resolution rules and entity match logic, Calculated Insights to generate key business metrics, Segments and activation flows to Salesforce, Commerce, or ad platforms
- Troubleshoot data flow, unification, or segmentation issues
- Collaborate with developers, integration teams (e.g., MuleSoft), and architects
- Team Leadership & Project Delivery
- Act as Team Lead in Salesforce Data Cloud projects,upporting effort estimation, task planning, and issue resolution
- Coordinate work across functional consultants, developers, and offshore teams
- Ensure quality delivery and client satisfaction throughout the project lifecycle
Qualifications
- Minimum 6 years of Salesforce experience, with at least 12 years of hands-on experience in Salesforce Data Cloud
- Hands-on experience with Salesforce Data Cloud components, including Data Streams configuration, Identity Resolution rule setup, Calculated Insights using SQL-style queries, Segment creation and activation flows
- Strong understanding of Salesforce data models, customer lifecycle use cases, segmentation logic, and data unification
- Functional knowledge of insurance or financial services workflows
- Experience in at least one additional Salesforce module, such as: Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, MuleSoft, or FSC for Insurance (SFI)
Required Skills
- Salesforce Data Cloud experience
- Data Streams configuration
- Identity Resolution rule setup
- Calculated Insights using SQL-style queries
- Segment creation and activation flows
Preferred Skills
- Experience with additional Salesforce modules
- Functional knowledge of insurance or financial services workflows
