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Role Description

You are the bridge between a client’s vision and their Salesforce reality. As an Engagement Strategist (Core), you aren’t just checking boxes; you’re the trusted advisor who translates business goals into smart Sales and Service Cloud solutions. We lead the way in Salesforce innovation, and we need you to own the relationship and ensure our clients are getting the absolute most out of their platform investment.

• Guide the client relationship by acting as a proactive partner and primary advisor for their Salesforce strategy and execution.
• Translate client business objectives into technical requirements, ensuring every solution we build has a clear purpose.
• Build and configure declarative solutions within Sales and Service clouds to automate workflows and improve efficiency.
• Collaborate as a core member of a project team to lead CRM and declarative solution deliverables, while supporting the project lead with system execution, coordination, and client-facing activities.
• Lead business process reviews to uncover pain points and design the future state of a client’s environment.
• Empower client teams by leading training sessions and creating documentation that makes the complex feel simple.
• Collaborate with the broader Sercante team to peer-review solutions and share knowledge that levels up the entire agency.

Qualifications

• 5+ years of experience in a consultant or strategist-level role within the Salesforce ecosystem or a similar marketing automation/CRM space.
• Proven success navigating and configuring Sales Cloud and Service Cloud to solve real-world business problems.
• Hands-on experience building, testing, and deploying declarative solutions (Flows, system configurations) that meet complex client needs.
• A track record of translating high-level business requirements into clear, technical roadmaps while managing timelines.
• The ability to break down "tech-speak" into digestible training and documentation for stakeholders and end-users.
• Experience coordinating work with internal teams and contractors to deliver projects efficiently.

Requirements

• Within 90 days, you have built deep rapport with your initial clients and are confidently managing their project deliverables and roadmaps.
• By month 6, you have successfully delivered multiple projects on time, resulting in measurable improvements in client platform adoption.
• Within your first year, you are recognized as an indispensable extension of the client’s team, driving retention and identifying new opportunities for their growth.

Benefits

• At Sercante, we value passion, self-motivation, and a collaborative spirit.
• Our ideal team member is curious, detail-oriented, and committed to continuous learning.
• They excel in remote environments, are proactive problem-solvers, and embody key qualities such as:
• Lifelong learner with a passion for diving deep into details.
• Self-driven and thrives in dynamic, ambiguous situations.
• Organized and deadline-oriented with a strong sense of ownership.
• Effective delegator who empowers team members.
• Resourceful and able to find solutions through research.
• Curious and adaptable to new challenges and opportunities.
• Embraces remote work and aligns with our core values.
• Thoughtful communicator who clarifies client needs before proceeding.