Salesforce Program Architect (53005)

Citrin Cooperman; New York (NY); Remote; USD 140,000 - 200,000; Full time

Job summary

Citrin Cooperman is seeking a Salesforce Program Architect for a remote role. You will act as a technical sales consultant, building trusted advisor relationships with prospects and customers within the Salesforce ecosystem, leading solution sales and joint engagements with Rosetree and partners.

You will conduct deep discovery, craft ROI-based business cases, deliver demos and proofs of concept, and coordinate across sales and delivery teams to ensure long-term customer success and platform

Qualifications

• Experience with professional solution-selling or pre-sales requiring business process analysis.
• Experience configuring and implementing Salesforce platform offerings.
• Strong communication and presentation skills.

Responsibilities

• Lead deep, technical business process discovery and architecture workshops.
• Develop AI expansion strategies and roadmaps for Claude and Agentforce capabilities at scale.
• Own the business case for AI adoption - ROI, proofs of concept, and stakeholder alignment.
• Monitor platform utilization and identify adoption gaps to drive land-and-expand growth.
• Present Salesforce and other technology solutions via proposals, demos, and PoCs.
• Serve as the primary contact throughout the sales process and coordinate meetings across channels.
• Develop trusted relationships with Salesforce and channel partners.
• Provide post-sale support to assist delivery teams and ensure customer satisfaction.
• Stay current on new features and product launches from Salesforce and partners.
• Establish sales/delivery best practices and maintain CRM records.

Skills

Solution selling

Pre-sales

Sales presentations

Client relationship building

Business process analysis

Education

Bachelor’s degree or higher

Tools

Salesforce configuration

Salesforce implementation

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 practices
• Develop 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 scale
• Own 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 expansion
• Monitor 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 growth
• Present Salesforce and other technology solutions through proposals, custom demos, and proof-of-concept environments - individually or through joint sales engagements
• Serve as the primary point of contact throughout the sales process, coordinating client meetings and delivering outstanding service across in-person, phone, and web
• Develop trusted relationships with Salesforce and other channel partners
• Provide post-sale support to assist the delivery team, resolve issues promptly, and ensure long-term customer satisfaction
• Stay current on new features and product launches from Salesforce and other technology partners
• Establish sales and delivery team best practices, manage and track sales activities in the CRM, and maintain organized, detailed notes
• Strong time management skills - punctual, reliable, and adaptable as priorities shift
• Highly organized and detail-oriented, with the ability to follow written and verbal instructions
• Able to work under pressure amid distractions while maintaining a positive attitude
• Exceptional communication and presentation skills, effective across email, phone, and in-person interactions
• High moral and ethical standards - trustworthy, honest, and professional
• Strong business acumen with the ability to understand processes across industries and communicate technical solutions clearly and persuasively
• Professional appearance and proper business etiquette
• Self-starter with an entrepreneurial mindset, able to work independently or as part of a team

Qualifications

• Experience with professional solution-selling OR pre-sales in a similar role that requires business process analysis and technical proposal writing
• Experience with configuration and implementation of the Salesforce platform offerings
• Experience with industry standard market research, sales strategies, negotiating, and software demonstrations
• Bachelor’s degree or higher from an accredited university and/or equivalent experience
• Ability to preserve confidential and sensitive customer and company information
• Willingness to travel up to 25% on occasion