SFDC Architect

Key Role

Do you have the expertise to shape technology infrastructure strategies for clients? We seek a highly skilled and strategic Consultant – SFDC Architect to support clients in developing and optimizing their technology infrastructure.

About this Opportunity

This is a fractional, remote opportunity requiring strong communication skills, cross-functional collaboration, and a deep understanding of revenue operations. As a Consultant, you will serve as both a strategic partner and hands-on practitioner, helping clients streamline their technology operations by aligning business processes with scalable systems - primarily within the Salesforce (SFDC) ecosystem.

Core Responsibilities

• Collaborate with leadership to understand business goals, sales and marketing strategies, and operational needs.
• Translate high-level strategic objectives into technical requirements and actionable implementation plans.

Systems Design & Architecture

• Architect, configure, and optimize Salesforce (SFDC) to align with client-specific technology processes.
• Implement and manage key integrations with tools such as HubSpot, Marketo, Outreach, ZoomInfo, Clari, and CPQ platforms.
• Design scalable solutions for lead lifecycle management, opportunity tracking, ABM, and customer success workflows.

Process Improvement & Documentation

• Analyze existing technology processes, identify inefficiencies, and design streamlined, scalable workflows.
• Create and maintain detailed technical documentation, process maps, and training materials to support user adoption.

Data Strategy & Reporting

• Establish Salesforce as a single source of truth for revenue data across the technology stack.
• Build and maintain dashboards and reports to provide actionable insights and support data-driven decision-making.
• Ensure clean data capture, proper attribution, and reliable reporting structures across systems.

Client Enablement & Support

• Provide training and enablement to client teams to ensure effective use and adoption of new systems and processes.
• Act as a trusted advisor to clients by offering guidance on system governance, best practices, and change management.

Requirements

• 3-5 years of experience in revenue operations, sales operations, marketing operations, or a similar role.
• Proven hands-on experience in Salesforce (Sales Cloud) configuration, optimization, and administration.
• Familiarity with related tools and integrations such as HubSpot, Marketo, Clari, CPQ systems, and data enrichment platforms.
• Strong analytical skills with the ability to interpret and act on complex data sets.
• Proficient in Excel, Google Sheets, and CRM/reporting tools.
• Ability to think strategically and execute tactically within a fast-paced, client-facing environment.
• Excellent written and verbal communication skills; ability to explain complex technical concepts to non-technical stakeholders.
• Self-starter with strong organizational skills and the ability to manage multiple projects concurrently.

---