Salesforce Client Lead

Omega CRM is a Merkle & Dentsu company, a leader in the development of Customer Experience services, with over 20 years of experience in applying technology to marketing and providing a unique customer relationship focus on innovation. We are seeking a Client Lead to develop interactions with our customers throughout their Customer Journey Map, aiming to increase satisfaction and loyalty to the brand.

The Client Lead manages client interactions across the Customer Journey Map, focusing on enhancing satisfaction and loyalty. They should have experience in sales, lead generation, relationship building, and closing deals. They plan strategically, set sales targets, analyze performance data, and forecast future outcomes. They also generate leads and nurture client relationships.

Additionally, they collaborate with project managers (PMs) to ensure successful project execution at the delivery level, supporting team roles to meet quality and profitability goals, identifying gaps, anticipating issues, and proposing solutions.

1. For existing clients, the focus is on offering new value-added services and leading consultancy sessions for future needs.
2. Lead negotiations, prepare and present commercial offers, and communicate with clients during presales, involving other teams as needed.
3. Share sales strategies, objectives, and digital transformation roadmaps with assigned PMs, especially when managing multiple PMs on one account.
4. Work closely with PMs and Delivery Managers (DMs) during projects, attending progress demos and management meetings, and resolving client issues.
5. Negotiate scope changes related to initial contracts.
6. Monitor project progress, paying attention to budget and timeline deviations.
7. Identify upselling and cross-selling opportunities, working with PMs to evaluate project success and areas for improvement.
8. Lead project retrospectives, review experiences, assess goal achievement, and explore future opportunities.
9. Draft success stories and distribute satisfaction surveys.
10. Maintain awareness of all operational team members’ skills and motivations.
11. Assist in team allocation for new and ongoing projects, considering profitability and professional development.
12. Use workload tracking tools and meet regularly with team members to ensure engagement and satisfaction.
13. Communicate staffing needs to HR when necessary.
14. Stay informed about project progress, contributing to meeting deadlines, scope, and budgets.
15. Alert management to potential delivery issues and collaborate on risk mitigation strategies.

Experience and Skills :

• Experience with Salesforce ecosystem.
• Minimum 6 years in business or technology consulting.
• Previous project management experience.
• Experience working on international projects.
• Proficiency in English; additional European languages are a plus.

What We Offer:

• Permanent contract.
• Flexible schedule supporting work-life balance.
• Certification programs to enhance skills and obtain official certificates from our partners.
• Home office support.
• Flexible benefits (public transport tickets, meal vouchers, etc.).
• Health insurance.
• Omega in Action: our commitment to societal betterment.
• Opportunities for professional growth and development.

About Us

Our mission is to accelerate our clients’ business experience (BX). Our comprehensive solutions enable business transformation through technology and data, focusing on omnichannel customer experiences across various sectors like retail, life sciences, manufacturing, education, non-profits, and NGOs. We are one of the top three Salesforce partners in Europe, with over 550 team members from 24 nationalities based in Spain and France. Our culture is collaborative, innovative, and committed to our core values: talent, flexibility, commitment, and innovation. We prioritize team well-being and are recognized with awards for our knowledge and innovation. #TogetherWeGrow