Salesforce Practice Manager - Client Delivery and Strategy

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

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