Principal Salesforce Consultant

About the Company

A consulting firm based in New York and a top-tier Salesforce and NetSuite partner. It implements Salesforce and NetSuite, connects CRM, ERP and data platforms, and builds AI agents on top for clients in financial services, manufacturing, nonprofit, real estate and other industries.

Role Summary

A senior, architecture-leaning lead in the Delivery team. You will run solution design and technical discovery for enterprise clients and turn complex business needs into scalable Salesforce solutions. This is not a developer role (no hands-on coding or Apex), but it is not purely functional either; you will lead architecture-level discussions.

Position Details

• Location: Remote, Latin America
• Type: Contractor
• Language: Excellent written and spoken English
• Experience: 10 to 15 years of Salesforce consulting
• Working hours: US Eastern business hours

Key Responsibilities

• Lead solution design and technical discovery sessions for enterprise-level projects
• Advise clients on what is technically feasible and what is not recommended, based on platform best practices
• Translate complex business requirements into clear technical blueprints that scale and support long-term transformation goals
• Lead workshops across Sales, Service and Experience Cloud, keeping architecture aligned with compliance and security requirements
• Guide developers and engineering teams on integrations and customizations, without coding yourself
• Support pre-sales with strategic input and accurate level-of-effort estimates for complex customizations
• Drive client-facing technical conversations and lead difficult discussions with executive stakeholders
• Coach and mentor team members, and contribute to internal enablement assets and industry process blueprints

Required Skills

• 10 to 15 years of Salesforce consulting, including 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 Financial Services Cloud (FSC) experience in wealth and asset management
• Advanced declarative automation, reporting and complex system configuration
• Experience planning complex data migrations and designing point-to-point integrations
• Able to push back on client requests with data-driven reasoning and platform best practices
• Exceptional facilitation skills, bridging business-centric and developer-centric discussions

Nice to Have

• Experience in Communications, Media and Tech (CMT/TMT)
• Track record of coaching others and growing a team's technical maturity

What We Offer

• Direct exposure to US clients
• Career growth within a fast-scaling consulting practice
• Work at the forefront of AI-driven Salesforce and NetSuite delivery