The Role
Designs and delivers Salesforce solutions by translating client objectives into technical requirements and best-practice implementations. Leads discovery, project execution, governance, training, scope, budgets, risks, timelines, and deliverables. Partners with technical architects, developers, project managers, clients, and stakeholders to ensure successful deployments. The role also manages change orders, mentors team members, addresses roadblocks, and builds trusted client relationships while maintaining strong knowledge of Salesforce configuration, Lightning functionality, and consulting methodologies.
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!
The Salesforce Solution Architect may work, both independently, and with a team that may include an architect, project manager, developer, and other consultants. With strong knowledge of Salesforce best practices and configuration skills, the Solution Architect will design solutions, manage the timeline, budget and deliverables, conduct training, and ensure overall project success.
- Undergo deep, technical business process discovery and create trusted solutions built on best practices
- Work directly with clients to translate business objectives into technical requirements
- Communicate directly with clients to manage projects and implementations
- Assist clients in establishing an internal governance process
- Ability to present change orders to clients, address concerns and options, send change orders for review & signature
- Ability to determine & identify when to pull the sales team back into the conversation
- Manage budget, scope, risks, and issues during the project lifecycle process
- Work closely with the project team to meet deadlines, delegate tasks, and deliver high-quality work
- Proactively address potential scope deviation with client to align on underlying cause and agree on mitigation plan
- Strong working relationship with the Technical Architect in order to fully deploy a solution and lead the project team on execution
- Responsible for direct ownership of a project or workstream for larger projects
- Exceed client expectations and build trust, leading to repeat business and referrals
- Stay up to date with new features and product launches from Salesforce and other technology partners
- Ability to anticipate roadblocks, errors, and issues and address them appropriately and in a timely manner
- Develop trusted and synergetic relationships with clients, partners, and other stakeholders
- Must possess strong time management, critical thinking skills, and the ability to adjust with changes in priorities
- English proficiency – Fluent in business language
- Highly organized, detail-oriented and able to follow written and verbal instructions.
- Ability to work under pressure amid distractions and interruptions while maintaining a positive attitude
- Exceptional communication and presentation skills with the ability to interact with clients regularly via email, phone, and video chat in a timely manner
- Must have high moral and ethical standards, be trustworthy, honest, and highly reliable
- Demonstrate a high level of business acumen and ability to understand business processes across many industries
- Ability to speak and write accurately and elegantly about technical software offerings and our solutions
- Maintain a professional appearance and demonstrate proper business etiquette
- Self-starter, confident, entrepreneurial mindset and ability to work independently or in a group
- A minimum of 7 years’ experience in a similar role working with clients in a consulting capacity
- Bachelor’s degree or higher from an accredited university and/or equivalent experience
- Experience with Agile/Hybrid methodology and familiarity with best practices as they relate to Salesforce projects
- Deep functional knowledge of the Salesforce platform and confidence in distinguishing when custom code is needed versus declarative configuration
- Strong knowledge of standard Lightning components and Lightning App Pages
- Salesforce Certifications: Admin, Service and Sales Cloud Consultant, and Application or System Architect Certifications
- Strong desire and ability to lead and mentor others
- Ability to preserve confidential and sensitive customer and company information
- Must possess strong time management, critical thinking skills, and the ability to adjust with changes in priorities
- English proficiency – Fluent in business language
- Highly organized, detail-oriented and able to follow written and verbal instructions
- Ability to work under pressure amid distractions and interruptions while maintaining a positive attitude
- Exceptional communication and presentation skills with the ability to interact with clients regularly via email, phone, and video chat in a timely manner
- Must have high moral and ethical standards, be trustworthy, honest, and highly reliable
- Demonstrate a high level of business acumen and ability to understand business processes across many industries
- Ability to speak and write accurately and elegantly about technical software offerings and our solutions
- Maintain a professional appearance and demonstrate proper business etiquette
- Self-starter, confident, entrepreneurial mindset and ability to work independently or in a group
Skills Required
- Minimum 7 years of experience in a similar client-facing consulting role
- Bachelor’s degree or higher from an accredited university, or equivalent experience
- Experience with Agile or Hybrid methodology and Salesforce project best practices
- Deep functional knowledge of the Salesforce platform
- Ability to distinguish when custom code is needed versus declarative configuration
- Strong knowledge of standard Lightning components and Lightning App Pages
- Salesforce Administrator certification
- Salesforce Service Cloud Consultant certification
- Salesforce Sales Cloud Consultant certification
- Salesforce Application Architect or System Architect certification
- Ability and desire to lead and mentor others
- Ability to preserve confidential and sensitive customer and company information
- Strong time management and critical-thinking skills
- Ability to adapt to changing priorities and work under pressure
- Fluent business English proficiency
- Highly organized, detail-oriented, and able to follow written and verbal instructions
- Exceptional communication, presentation, and client-interaction skills
- High moral and ethical standards, trustworthiness, honesty, and reliability
- Business acumen and ability to understand business processes across multiple industries
- Ability to communicate accurately about technical software offerings and solutions
- Professional appearance and business etiquette
- Self-starter with a confident, entrepreneurial mindset and ability to work independently or collaboratively
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.
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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.
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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.
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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
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.
