Salesforce Program Architect

Citrin-Cooperman-Advisors-LLC; New York (NY); Remote; USD 150,000 - 220,000; Full time

Job summary

Citrin Cooperman is seeking a Salesforce Program Architect for a 100% remote role. You will lead technical discovery, craft architecture roadmaps, and collaborate with clients, the Salesforce ecosystem, and internal teams to drive secure, scalable solutions.

The ideal candidate has deep experience in solution selling, business process analysis, and delivering compelling proposals. Travel up to 25% may be required to meet with clients and stakeholders.

Qualifications

• Bachelor’s degree or higher in a relevant field.
• Experience with professional solution-selling or pre-sales in a similar role.
• Ability to perform business process analysis and write technical proposals.
• Strong understanding of Salesforce platform offerings.

Responsibilities

• Lead technical discovery and architecture workshops for Salesforce solutions.
• Develop and present solution proposals and PoCs to clients.
• Coordinate sales activities and maintain CRM records.
• Drive land-and-expand opportunities through value-based storytelling.

Skills

Salesforce

Solution selling

Pre-sales

Business process analysis

Technical architecture

Customer relationships

Presentation skills

Travel up to 25%

Education

Bachelor’s degree or higher

Tools

Salesforce Platform offerings

Job description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!We are seeking a Salesforce Program Architect, 100% remote,, you will be responsible for:The Program Architect is a technical sales consultant for new prospective accounts and responsible for the ongoing success of existing accounts. Candidates will create and leverage relationships with customers and partners within the Salesforce ecosystem as a trusted advisor. There will be a combination of direct solution sales, as well as joint sales, working with an internal team at Rosetree, Salesforce and other channel partners.The Program Architect will need strong business acumen to perform detailed process discovery and technology architecture assessments with prospects and current clients, demonstrate solution selling, contribute to level of effort hours estimations, present the proposed solution, handle objections, and assist with closing a sale alone or as part of a team. We work as a team to ensure long-term success and deliver solutions that our customers can count on.Lead deep, technical business process discovery and technical architecture workshops to understand scope requirements and guide clients toward success through technology best practicesDevelop and execute AI expansion strategies that identify high-value use cases across business units, translating customer pain points into a prioritized roadmap for deploying Claude and Agentforce capabilities at scaleOwn the business case for AI adoption — quantifying ROI, building proof-of-concept proposals, and navigating stakeholder alignment from executive sponsors to end users to accelerate platform expansionMonitor AI platform utilization and maturity across the customer's environment, proactively identifying adoption gaps, underutilized features, and adjacent automation opportunities to drive land-and-expand growthPresent Salesforce and other technology solutions through proposals, custom demos, and proof-of-concept environments — individually or through joint sales engagementsServe as the primary point of contact throughout the sales process, coordinating client meetings and delivering outstanding service across in-person, phone, and webDevelop trusted relationships with Salesforce and other channel partnersProvide post-sale support to assist the delivery team, resolve issues promptly, and ensure long-term customer satisfactionStay current on new features and product launches from Salesforce and other technology partnersEstablish sales and delivery team best practices, manage and track sales activities in the CRM, and maintain organized, detailed notesStrong time management skills — punctual, reliable, and adaptable as priorities shiftHighly organized and detail-oriented, with the ability to follow written and verbal instructionsAble to work under pressure amid distractions while maintaining a positive attitudeExceptional communication and presentation skills, effective across email, phone, and in-person interactionsHigh moral and ethical standards — trustworthy, honest, and professionalStrong business acumen with the ability to understand processes across industries and communicate technical solutions clearly and persuasivelyProfessional appearance and proper business etiquetteSelf-starter with an entrepreneurial mindset, able to work independently or as part of a teamExperience with professional solution-selling OR pre-sales in a similar role that requires business process analysis and technical proposal writingExperience with configuration and implementation of the Salesforce platform offeringsExperience with industry standard market research, sales strategies, negotiating, and software demonstrationsBachelor’s degree or higher from an accredited university and/or equivalent experienceAbility to preserve confidential and sensitive customer and company informationWillingness to travel up to 25% on occasion