Salesforce Lead - Business & Solutions

About Us:
Established in 1997, PruTech is committed to innovative problem-solving, solution creation, and fostering strong client partnerships. Serving a diverse array of industries, from government to finance, retail, and manufacturing, PruTech operates from strategic locations including New York City, Washington DC, North Carolina, and boasts a nearshore office in Mexico City and multiple offshore offices in India.
With over two decades of experience in Information Technology and system integration, PruTech offers a comprehensive suite of services to meet evolving technological needs:

• Project-based system integration
• Custom software solutions
• Package implementations
• Consulting and advisory services
• Big data and analytics
• Nearshore and offshore services

At PruTech, we are dedicated to shaping the future of technology and driving success for our clients through innovative solutions and strategic partnerships.

Role: Salesforce Lead, Business Engagement & Solutions
Location: Washington, DC 20024, USA
Prutech Full-time

The Opportunity:
We are seeking a highly motivated and experienced Salesforce Lead to act as a crucial liaison between our business unit heads and our Salesforce development team. This individual will be a strategic partner, deeply understanding business challenges, identifying process improvement opportunities, and translating complex business needs into actionable Salesforce solutions. You will play a pivotal role in maximizing the value of our Salesforce platform, driving efficiency, and enhancing user experience across various departments.

Key Responsibilities: Business Partnership & Requirements Gathering (50%)

• Proactively engage with business unit heads and key stakeholders across departments (e.g., Sales, Marketing, Service, Operations) to understand their current processes, challenges, and strategic objectives.
• Conduct in-depth interviews, workshops, and data analysis to identify pain points, inefficiencies, and opportunities for process improvement leveraging Salesforce capabilities.
• Document detailed business requirements, user stories, and acceptance criteria, ensuring clarity, completeness, and alignment with business goals.
• Prioritize requirements based on business value, technical feasibility, and strategic impact.
• Facilitate discussions and build consensus among diverse stakeholders, managing expectations and navigating potential conflicts.

Solution Design & Strategy (25%):

• Translate business requirements into feasible and scalable Salesforce solutions, considering out-of-the-box functionalities, AppExchange solutions, and custom development where necessary.
• Design optimal Salesforce configurations, including object models, workflows, validation rules, reports, dashboards, and security settings.
• Collaborate closely with the Salesforce development team to ensure solution designs are technically sound, maintainable, and align with best practices.
• Propose innovative solutions that leverage new Salesforce features or emerging technologies to address business needs.
• Develop and maintain a deep understanding of our current Salesforce ecosystem, integrations, and data architecture.

Liaison & Communication (15%):

• Act as the primary point of contact between business stakeholders and the Salesforce development team, ensuring seamless communication and understanding.
• Clearly articulate business needs to developers and technical constraints/possibilities to business stakeholders.
• Facilitate regular meetings, stand-ups, and review sessions to ensure alignment and progress on projects.
• Manage expectations regarding project timelines, scope, and deliverables.
• Provide regular updates and reports to business unit heads and senior management on Salesforce initiatives and their impact.

Team Leadership & Mentorship (10%):

• Provide guidance and mentorship to junior Salesforce administrators or business analysts within the team.
• Foster a collaborative and knowledge-sharing environment.
• Stay abreast of Salesforce releases, new features, and industry best practices, and evangelize their adoption where appropriate.
• Participate in the overall Salesforce governance process and contribute to continuous improvement initiatives.

Required Qualifications:

• Bachelor s degree in business administration, Information Technology, Computer Science, or a related field.
• 5+ years of experience working with Salesforce, with at least 2 years in a lead business analyst, solution architect, or similar client-facing role.
• Proven experience gathering and documenting complex business requirements for Salesforce implementations or enhancements.
• Strong understanding of Salesforce Sales Cloud, Service Cloud, and/or Experience Cloud functionalities.
• Demonstrated ability to design and configure Salesforce solutions (e.g., custom objects, fields, workflows, process builder, reports, dashboards).
• Excellent communication, interpersonal, and presentation skills, with the ability to effectively communicate with both technical and non-technical stakeholders at all levels.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Salesforce Administrator Certification (ADM 201) is required.

Preferred Qualifications:

• Salesforce Advanced Administrator, Platform App Builder, Sales Cloud Consultant, or Service Cloud Consultant certifications.
• Experience with Agile/Scrum methodologies.
• Familiarity with Apex, Visualforce, or Lightning Web Components (LWC) concepts (no coding required, but understanding capabilities is a plus).
• Experience with data migration and integration strategies
  
  PruTech abides by the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.