AI-Driven Salesforce Delivery Lead — Associate Director

CrossCountry Consulting LLC; United States; On-site; USD 135,000 - 175,000; Full time

Benefits offered by this job

Healthcare options (medical, dental, &

Job summary

CrossCountry Consulting LLC is seeking a Salesforce Delivery Lead - Associate Director to oversee client accounts, projects, and engagements, driving Salesforce configurations and the technical implementation with a hands-on approach.

You will guide change management, manage budgets and timelines, and coordinate third-party integrations while ensuring delivery excellence and strong client relationships.

Qualifications

• 7+ years of professional services experience.
• Experience implementing Salesforce, configuring Salesforce, leading Salesforce optimization projects, as well as providing Salesforce managed services.
• Experience covering all aspects of Salesforce projects, from planning and delegation to process flow discovery, functional/technical design, training, testing, go-live support, and project management.
• Proven expertise in business process analysis and solution design.
• Strong preference for prior experience configuring clouds, such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Salesforce CPQ+.
• Consistent success in efficiently overseeing multiple projects, schedules, and tasks concurrently, ensuring timely delivery and optimal results.
• Consistent success in building and developing strong client relationships.

Responsibilities

• Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, and budgets throughout all lifecycle phases, and maintain an integrated project plan.
• Lead and consult on Salesforce configurations, taking a hands-on role in all aspects of the process.
• Act as the primary driver of the project, leading the project team while also being directly involved in completing the configuration tasks.
• Take ownership of the technical aspects of the project, ensuring successful implementation.
• Guide customers through the change management process, providing resources and strategies to ensure a smooth transition.
• Maintain accountability for delivery quality and excellence, overseeing junior team members and proactively identifying, resolving, or escalating project risks/issues.
• Oversee scheduling of configuration, testing, and go-live preparation, and coordinate implementations of 3rd party apps, integrations, etc.
• Perform business analysis to design and implement Salesforce within the client's environment and manage the solution design process, approvals, development, and final testing.
• Assist in preparing baseline SOWs or change orders as needed.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Skills

Client relationship building

Project management

Communication

AI awareness

Continuous learning

Education

Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or related field

Tools

Salesforce

Sales Cloud

Service Cloud

Experience Cloud

Marketing Cloud

Salesforce CPQ+

Excel

Word

PowerPoint

Outlook

Job description

CrossCountry Consulting LLC is seeking a Salesforce Delivery Lead - Associate Director to oversee client accounts, projects, and engagements, driving Salesforce configurations and the technical implementation with a hands-on approach.

You will guide change management, manage budgets and timelines, and coordinate third-party integrations while ensuring delivery excellence and strong client relationships.