Senior Salesforce Consultant (Managed Services Client Lead)

Position Overview

Click Global Talent is recruiting a Senior-level Senior Salesforce Consultant (Managed Services Client Lead) for a full-time, remote role. In this key role, you will take ownership of a portfolio of managed services accounts for an established US-aligned consulting organization. Working closely with business owners and executive-level stakeholders, you will serve as the primary point of contact, setting priorities, addressing questions, and driving day-to-day client engagement.

Position Objective

This position bridges advanced technical Salesforce capabilities and high-level client leadership. You will manage the end-to-end Salesforce project lifecycle—from pitch, discovery, solution design, and proposal through costing, implementation, project management, and client handover—ensuring clients maintain absolute confidence in the guidance and technical support they receive.

Key Responsibilities

Client Leadership & Stakeholder Management

• Lead day-to-day relationships across a portfolio of managed services accounts, including clients in financial services and other regulated industries.
• Drive key stakeholder management across C-Suite decision-makers, leading regular client calls and setting strategic delivery priorities.
• Serve as the primary client-facing point of contact, handling inquiries directly without requiring day-to-day supervision.
• Deliver Executive-level communication and clear follow-ups after all client interactions.

Technical Consulting & Delivery

• Provide Hands-on administration and configuration across client Salesforce environments.
• Independently diagnose, troubleshoot, and resolve complex platform issues.
• Scope and assess enhancement requests accurately, establishing transparent timelines and effort estimates.
• Drive end-to-end project delivery, managing technical teams, integrations, and data migrations.

Accountability & Time Tracking

• Proactively track project budgets, resource allocation, and commercial milestones.
• Maintain detailed daily time records against budgets, completing all entries weekly with clear notes.
• Identify and communicate project risks, blockers, and next steps proactively.

Requirements & Qualifications

Competencies & Experience

• Experience: 7–10+ years working within the Salesforce ecosystem, with 5+ years in project leadership, consulting, or solution architecture.
• Track Record: Proven success leading at least 5 complete end-to-end Salesforce implementations.
• International Exposure: Demonstrated experience managing projects and stakeholders across US, UK, or Australian markets.
• Senior-level Consulting: Proven background in client-facing consulting, technical proposal design, project costing, and managing offshore delivery teams.
• Technical Capabilities: Hands-on expertise in Salesforce configuration, administration, integrations, and data migrations.
• Communication: Executive-level verbal and written English communication skills, confident engaging C-Suite decision-makers.
• Availability: Ability to work a full-time remote schedule with required overlap during US business hours.

Key Selection Criteria & Certifications

• Required: Salesforce Administrator and Sales Cloud Consultant certifications.
• Preferred: Salesforce Platform App Builder, Salesforce Application Architect, Salesforce Platform Developer I, or Service Cloud Consultant certifications.
• Preferred: Recognized project management credentials such as PMP or PRINCE2.
• Preferred: Familiarity with Salesforce Financial Services Cloud.
• Valued: Hands-on or implementation experience with Agentforce and AI technologies.

Key Performance Indicators (KPIs)

• Consistently high client confidence and proactive day-to-day relationship management.
• Reliable delivery against commitments, with early mitigation of risks.
• Accurate scoping, timely issue resolution, and effective resource management.
• Punctual, complete, and meticulous weekly time logging.