Manager - DAS Salesforce Practice

Baker Tilly Advisory Group; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Baker Tilly Advisory Group is seeking a Salesforce-focused consultant to drive client engagements from initial discussions through delivery. You will collaborate with practice leaders and client teams to translate business needs into actionable Salesforce-based solutions and materials.

You will support market activities, participate in client meetings, and help align scope with delivery teams. The role emphasizes cross-functional coordination across service lines, preparing proposals and

Qualifications

• Bachelor's degree required.

Responsibilities

• Partner with Salesforce practice leaders, account executives and consulting professionals to develop and advance prospective and active client work.
• Manage assigned activities from initial client discussions and scoping through proposals and contracting and, when work moves forward, transition into delivery.
• Participate directly in client and prospect meetings, presentations and working sessions, contributing to discussions and driving resulting actions and next steps.
• Work with Salesforce consulting professionals to understand client needs and translate them into proposed approaches, scope and supporting client-facing materials.
• Develop and coordinate proposals, presentations, RFP responses and related materials in collaboration with Salesforce leaders and subject matter specialists, ensuring they accurately reflect the team's capabilities, approach and proposed work.
• Support Salesforce-focused market and client engagement activities, including industry events, conferences and other practice-sponsored opportunities, helping connect those activities to relevant client relationships, prospective opportunities and practice priorities.
• Collaborate across service lines and industry teams to identify opportunities to bring Salesforce capabilities into broader client relationships and connect Salesforce clients and prospects with relevant capabilities across the firm.
• Bring together the appropriate Salesforce leaders, subject matter specialists and consulting professionals based on the needs and stage of the work.
• Partner with consulting professionals on statements of work and related documentation to maintain alignment between client discussions, proposed scope and anticipated delivery.
• When work moves forward, facilitate the transition to the delivery team by ensuring relevant client context, decisions, commitments and scope are effectively carried forward.
• Maintain alignment across internal and external stakeholders on responsibilities, dependencies, timing, decisions and next steps for assigned work.
• Anticipate and address issues that may affect progress, engaging the appropriate team members and escalating when needed.
• Independently manage multiple concurrent priorities, exercise sound judgment and take ownership of assigned work through completion.

Education

Bachelor's degree

Tools

Salesforce

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Responsibilities:

• Partner with Salesforce practice leaders, account executives and consulting professionals to develop and advance prospective and active client work.
• Manage assigned activities from initial client discussions and scoping through proposals and contracting and, when work moves forward, transition into delivery.
• Participate directly in client and prospect meetings, presentations and working sessions, contributing to discussions and driving resulting actions and next steps.
• Work with Salesforce consulting professionals to understand client needs and translate them into proposed approaches, scope and supporting client-facing materials.
• Develop and coordinate proposals, presentations, RFP responses and related materials in collaboration with Salesforce leaders and subject matter specialists, ensuring they accurately reflect the team's capabilities, approach and proposed work.
• Support Salesforce-focused market and client engagement activities, including industry events, conferences and other practice-sponsored opportunities, helping connect those activities to relevant client relationships, prospective opportunities and practice priorities.
• Collaborate across service lines and industry teams to identify opportunities to bring Salesforce capabilities into broader client relationships and connect Salesforce clients and prospects with relevant capabilities across the firm.
• Bring together the appropriate Salesforce leaders, subject matter specialists and consulting professionals based on the needs and stage of the work.
• Partner with consulting professionals on statements of work and related documentation to maintain alignment between client discussions, proposed scope and anticipated delivery.
• When work moves forward, facilitate the transition to the delivery team by ensuring relevant client context, decisions, commitments and scope are effectively carried forward.
• Maintain alignment across internal and external stakeholders on responsibilities, dependencies, timing, decisions and next steps for assigned work.
• Anticipate and address issues that may affect progress, engaging the appropriate team members and escalating when needed.
• Independently manage multiple concurrent priorities, exercise sound judgment and take ownership of assigned work through completion.

Qualifications:

Bachelor's degree