Role Summary:
We are looking for a hands-on Salesforce Team Lead to independently lead Salesforce delivery initiatives across Sales Cloud, Marketing Cloud, Service Cloud, Agentforce, and Experience Cloud. The role covers delivery leadership, stakeholder management, integrations, and functional and technical solutioning.
Candidates should possess expertise in ONE of the following tracks:
- Track 1A & 1B: Sales Cloud + Marketing Cloud + Integration delivery
- Track 2: Service Cloud + Agentforce + Experience Cloud delivery
Responsibilities:
- Independently lead Salesforce implementation and enhancement projects
- Translate business requirements into functional and technical solutions
- Lead integration design between Salesforce and third-party platforms
- Manage project timelines, risks, dependencies, and stakeholders
- Coordinate with business users, developers, QA teams, vendors, and project managers
- Support SIT/UAT, deployment, and post-go-live activities
- Ensure adherence to Salesforce best practices and delivery standards
- Lead and mentor junior consultants and developers
Core Skill Requirements:
Track 1A — Sales Cloud Technical & Integration
- Strong experience leading Sales Cloud projects
- Experience integrating Salesforce with third-party applications such as WhatsApp, Google, and Meta.
- Hands-on expertise in Apex, APIs, integration patterns, and data migration/synchronization
- Experience with lead management and customer engagement integrations is preferred
Track 1B — Marketing Cloud Functional & Technical
- Strong functional and technical expertise in Salesforce Marketing Cloud
- Experience leading lead nurturing and customer journey implementations
- Experience integrating Marketing Cloud with Sales Cloud and external platforms
- Familiarity with Journey Builder, Automation Studio, segmentation, and API integrations
- Understanding of customer engagement and lead lifecycle processes
- Data Cloud experience is preferred
Track 2 — Service Cloud, Agentforce & Experience Cloud
- Strong functional and technical expertise in Service Cloud, Agentforce, and Experience Cloud
- Experience leading Service Cloud and Experience Cloud projects
- Experience with chatbot, portal, and digital servicing enhancements
- Familiarity with Case Management, Omni-Channel, Knowledge Base, and Digital Engagement
Requirements:
- Bachelor's degree in any field
- Minimum 9 years of Salesforce consulting, implementation, or delivery experience
- Proven experience independently leading Salesforce delivery projects
- Experience managing teams of at least 4 team members
- Strong consulting experience in client-facing environments
- Familiarity with insurance business processes and customer journeys
- Strong stakeholder management and communication skills
- Ability to work independently across regional and cross-functional teams
- Experience preparing technical and functional design documents
- Salesforce certifications preferred
