Principal Salesforce Consultant | Core

The Principal Salesforce Consultant is a senior, tech-forward leadership role within the Delivery team. This position bridges the gap between functional business consulting and technical architecture, serving as a trusted advisor to enterprise clients. You will lead solution design, advise on technical feasibility, and guide implementation strategies without being responsible for hands-on coding.

This role requires a seasoned expert who can "own the room" with technical stakeholders while translating complex business needs into scalable, high-impact Salesforce solutions.

Key Responsibilities:

• Lead solution design and technical discovery sessions for enterprise-level projects, acting as the primary Architect-leaning lead.
• Act as a trusted advisor to clients, guiding them on what is technically feasible versus what is not recommended based on platform best practices.
• Translate complex business requirements into clear technical blueprints, ensuring solutions are scalable and align with long-term digital transformation goals.
• Lead workshops and provide thought leadership across Sales, Service, and Experience Clouds, ensuring architecture aligns with compliance and security requirements.
• Partner closely with developers and engineering teams to guide integrations and customizations (without performing the coding yourself).
• Support pre-sales efforts by providing strategic input and accurate level-of-effort estimates for complex technical customizations.
• Drive client-facing technical conversations and lead difficult discussions with executive stakeholders to ensure project alignment.
• Coach and mentor team members across functional and technical areas; contribute to internal enablement assets and industry process blueprints.

Required Expertise:

• 10–15 years of Salesforce consulting experience, with a background in Principal Consultant, Solution Architect, or Technical Lead roles.
• Deep functional and technical knowledge of Sales Cloud, Service Cloud, and Experience Cloud.
• Strong understanding of system architecture, including APIs, data flows, and middleware (iPaaS) platforms.
• Proven experience with Salesforce FSC (Financial Services Cloud), specifically within wealth and asset management.
• Advanced skills in declarative automation, reporting, and complex system configurations.
• Expertise in planning complex data migrations and designing point-to-point integrations.
• While industry-agnostic candidates are welcome, experience in CMT (Communications, Media & Tech) or TMT is a significant plus.

What We Look For:

• The ability to push back on client requests with data-driven reasoning and platform-specific best practices.
• A track record of coaching and developing others with a focus on growing the team’s technical maturity.
• Exceptional facilitation skills, with the ability to bridge the gap between business-centric and developer-centric discussions.

What This Role is Not:

• This is not a developer role. There is no requirement for hands-on coding or custom Apex development.
• This not a purely functional role. You must have the technical depth to lead architecture-level discussions.