Salesforce Practice Manager: Strategy, Proposals & Delivery

Baker Tilly (US); Florida; On-site; USD 100,000 - 182,000; Full time

Job summary

Baker Tilly is seeking a Salesforce Manager to partner with practice leaders, executives and consultants to grow client work from discussions through delivery. You will manage scoping, proposals, contracting and handoffs to delivery teams while collaborating across service lines.

The role requires deep Salesforce knowledge, client-facing communication, and the ability to coordinate multiple opportunities and workstreams in a fast-paced professional services environment. Travel ~20% is expected.

Qualifications

• Bachelor’s degree required.
• Salesforce Administrator certification preferred; additional Salesforce certifications relevant to the role are a plus.

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.

Skills

Client engagement

Stakeholder management

Salesforce capabilities

Proposal development

Communication

Education

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Outlook

Excel

Google Workspace

Job description

Baker Tilly is seeking a Salesforce Manager to partner with practice leaders, executives and consultants to grow client work from discussions through delivery. You will manage scoping, proposals, contracting and handoffs to delivery teams while collaborating across service lines.

The role requires deep Salesforce knowledge, client-facing communication, and the ability to coordinate multiple opportunities and workstreams in a fast-paced professional services environment. Travel ~20% is expected.