Technical Lead

Innovation & Competitive Advantage Responsibilities

• Continuously evaluate delivery, technical, and operational practices to identify opportunities to outperform industry norms.
• Lead evolution of firm-specific methodologies, transforming Salesforce best practices into CRM Firm–distinct frameworks.
• Design and validate repeatable delivery and technical patterns to accelerate implementations and improve quality.
• Partner with leadership to prioritize innovations that boost margin, speed-to-value, and client confidence.
• Drive adoption of improved practices through training, enablement, and reinforcement.
• Facilitate project reviews and post-implementation reflections to capture lessons learned.
• Translate project insights into actionable updates to standards, methodologies, and frameworks.
• Establish feedback loops between delivery teams and practice leadership to inform continuous evolution.
• Use lessons learned to enhance predictability, quality, and speed-to-value of future projects.

Strategic Implementation Role

• Serve as technical/solution architect on strategic Salesforce projects, providing design, configuration, and automation expertise while delegating implementation to consultants.
• Maintain 50-60% billability by focusing on high-value, client-facing work that leverages technical expertise.
• Guide project teams on architecture and solutions, review deliverables, and ensure quality and adherence to standards.
• Balance billable work with internal leadership by prioritizing strategic project involvement, mentorship, and risk mitigation.
• Act as a bridge between delivery teams and leadership, advising on client engagements while delegating execution to consultants.

Team Leadership & Coaching

• Onboard new employees to CRM standards and best practices, ensuring alignment with firm processes.
• Serve as a visible, accessible leader by engaging regularly with consultants, architects, and technical team members.
• Partner with delivery leadership to align coaching, delivery expectations, and skill development with firm priorities.
• Collaborate with internal experts to evolve standards through discussion and consensus rather than one-size-fits-all directives.
• Foster a psychologically safe, inclusive environment where consultants can ask questions, raise risks, and share ideas.
• Guide decision-making and solution approaches while empowering teams to own outcomes.
• Promote professional development by sharing best practices, facilitating knowledge transfer, and serving as a mentor to the delivery team.
• Reinforce documentation, testing, and quality assurance standards through enablement and peer-reviews.
• Strengthen delivery culture by encouraging ownership, collaboration, and continuous improvement.
• Act as a trusted advisor for consultants navigating client challenges, complex delivery scenarios, or career growth.

Operational & Strategic Support

• Collaborate with leadership to refine delivery methodology, processes, and quality frameworks.
• Translate internal standards and best practices into repeatable, scalable service offerings.
• Standardize internal documentation and resources to support consulting teams and delivery process documentation.
• Contribute to strategic planning, business reviews, and cross-team initiatives.
• Identify process improvements and lead adoption of new tools, workflows, and documentation.
• Ensure delivery artifacts, documentation, and reporting are accurate and consistent.
• Support pre-sales activities with delivery insights, scope estimates, and risk identification.
• Ensure processes comply with SOC2 and other security standards.
• Participate in EOS Rocks, contributing to planning, execution, and tracking of priorities.
• Report to the VP of Consulting and Executive Leadership Team.
• Perform additional duties as assigned.

• Salesforce Application or System Architect required; Consulting, AI, and Security related certifications preferred.
• Bachelor’s degree in information technology or related field preferred; or the equivalent years of relevant work experience and/or education required
• Minimum of 10+ years of experience in Technology industry is required
• Minimum of 7+ years of Salesforce Architecture and Consulting experience, including deep understanding of various components of the Salesforce product suite, such as Sales, Service, Experience, Financial Services Cloud, Nonprofit Cloud / NPSP, and additional applications

• Grit and tenacity to navigate complex business and client challenges
• Personal and professional core values align with integrity, inclusion, and ingenuity
• Strong analytical, organizational, and interpersonal skills (both written and verbal)
• Coachable, dedicated to ongoing improvement and willingness to invest time and effort in their self-development
• Strong attention to detail
• Hands on and effective in a fast moving, creative environment
• Ability to process questions, problems, comments, objections and apply appropriate feedback, professionally and quickly
• Ability to prioritize and balance multiple tasks while successfully achieving internal and external deadlines
• Possesses leadership and relationship building skills combined with a collaborative personal style with desire and drive for results
• Charismatic and professional presence when interacting with clients, in a sales environment, and with senior leadership
• Demonstrate the ability to deliver both internal and external presentations including sales presentation, partner/vendor enablement, internal group trainings, and presentations to The CRM Firm Executive Leadership.
• Demonstrate the ability to set expectations and ensure all consultants are meeting standards to ensure client satisfaction.

This is a full-time position with regular office hours Monday through Friday. This position may require working after hours and occasional weekends, depending on work demands.

This position may require domestic US travel up to 25% of the time for strategic client meetings, sales presentations, industry events, team meetings, and client events.

This position requires frequent sitting, computer use, and telephone use. It may require occasional lifting and/or moving up to 10 pounds.

$115K-135K

Salary is dependent on a variety of factors, including but not limited to a candidate’s years of experience, depth of knowledge, education, geographic location, etc.