Salesforce Program Architect (53005)

Posted 10 Days Ago
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Hiring Remotely in 10020, New York, NY, USA
In-Office or Remote
120K-200K Annually
Entry level
Professional Services • Consulting • Financial Services • Cybersecurity
The Role
Lead technical sales and solution architecture for Salesforce engagements, including business process discovery, architecture workshops, solution demonstrations, proposals, proof-of-concepts, and AI expansion strategies using Claude and Agentforce. Build customer and partner relationships, quantify AI adoption ROI, coordinate sales activities, support post-sale delivery, and identify opportunities for platform expansion. The role is fully remote with occasional travel of up to 25%.
Summary Generated by Built In

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

Skills Required

  • Experience with professional solution selling or pre-sales involving business process analysis and technical proposal writing
  • Experience configuring and implementing Salesforce platform offerings
  • Experience with market research, sales strategies, negotiating, and software demonstrations
  • Bachelor's degree or higher from an accredited university, or equivalent experience
  • Ability to preserve confidential and sensitive customer and company information
  • Willingness to travel up to 25% on occasion

Citrin Cooperman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citrin Cooperman and has not been reviewed or approved by Citrin Cooperman.

  • Fair & Transparent Compensation — Base pay is considered competitive for public accounting and aligned to major metro markets. Market-consistent salaries help compensation feel fair even amid demanding workloads.
  • Leave & Time Off Breadth — PTO is highlighted as generous, with paid holidays and even a staff sabbatical program. These policies provide meaningful time away that helps counterbalance peak-season intensity.
  • Parental & Family Support — Paid parental leave is explicitly offered and viewed positively. This support strengthens the overall package for employees prioritizing family needs.

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The Company
HQ: New York, NY
3,502 Employees
Year Founded: 1979

What We Do

Citrin Cooperman is one of the largest professional services firms in the United States, founded in 1979. It provides comprehensive tax, accounting, and advisory services to middle-market companies and high-net-worth individuals. The firm delivers a tailored, integrated business approach and proactive guidance to help clients achieve their business and personal financial goals across various global markets.

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