Engagement Ownership & Solution Leadership

• Own the success of assigned client engagements, serving as the single accountable owner for scope, value delivery, solution quality, and overall customer satisfaction.

• Lead structured discovery and definition efforts to uncover, validate, and document client objectives, requirements, and end-to-end business processes.

• Translate complex business needs into clear, scalable Salesforce solution designs, including process flows, use cases, user stories, functional designs, and test scenarios.

• Provide expert guidance on Salesforce platform capabilities, cloud-specific best practices, and configuration standards to ensure solutions are durable and future-ready.

• Act as a trusted advisor to client stakeholders, helping refine use cases, prioritize scope by business value, and make informed tradeoffs under real-world constraints.

Delivery Leadership & Execution

• Drive end-to-end delivery execution, ensuring alignment across scope, timeline, quality, risk management, and client expectations.

• Partner with Project Managers and Technical Architects on larger or more complex engagements to coordinate delivery mechanics and technical integrity.

• On smaller or more contained engagements, directly execute project management responsibilities, including planning, timelines, resourcing, budgeting, delivery rituals, communication plans, and issue/risk tracking.

• Serve as the first escalation point for delivery, scope, or expectation risks, making clear decisions and course corrections as needed.

• Contribute to estimating, forecasting, and resource planning across engagements, ensuring delivery plans are realistic and aligned to client value.

Team Enablement & Solution Validation

• Provide direction and clarity to delivery teams by refining requirements, supporting backlog grooming, and ensuring alignment to functional design and business outcomes.

• Design and present future-state recommendations that address current challenges while supporting long-term scalability and growth.

• Create and deliver targeted demos and solution walkthroughs that clearly articulate value and validate proposed designs.

At Saltbox, our work is grounded in five core values: People First, Curiosity & Innovation, Customer Success, Trust, and Highest Standards. These values guide how we partner with our clients, collaborate as teams, and take ownership of delivering thoughtful, high-quality solutions.

What Success Looks Like in the First 6 Months

Customer Success: Own and deliver client engagements end-to-end, ensuring solutions meet agreed business outcomes, timelines, and quality expectations.

Trust: Establish yourself as the clear point of accountability for engagements by communicating transparently, making sound decisions, and following through, especially when navigating risk or change.

Highest Standards: Lead solution design and delivery with rigor, ensuring implementations align with Salesforce best practices and Saltbox quality standards.

People First: Enable delivery teams and partners through clear direction, thoughtful prioritization, and respectful collaboration, whether partnering with a Project Manager or directly managing delivery on smaller engagements.

Curiosity & Innovation: Bring a learning mindset to discovery and solutioning, applying platform knowledge and creative problem-solving to deliver scalable, future-ready solutions.