Senior Salesforce Consultant (Remote US) - Future Opening

Directive•Irvine, CA

2d•Remote

About The Position

Directive Consulting is seeking an Associate Director, Revenue Operations to help lead and scale their Revenue Operations practice. This is a senior, client-facing player-coach role requiring strong people leadership and deep technical expertise in Salesforce, marketing automation, and HubSpot. The role involves partnering with the Director of Revenue Operations to lead a team, oversee client engagements, and ensure high-quality strategic and technical work. The individual will also be hands-on, providing architectural guidance, troubleshooting, conducting audits, and supporting implementations. The ideal candidate is comfortable leading teams, presenting to senior stakeholders, and working with technical details in Salesforce or marketing automation environments.

Requirements

5+ years of experience in Revenue Operations, CRM consulting, Marketing Operations, Salesforce consulting, or a related discipline.
Meaningful experience working in an agency, consultancy, systems integrator, or professional services environment, supporting multiple client engagements.
1–2+ years of direct people management or formal team leadership experience, including coaching, prioritization, workload management, and quality oversight.
Active Salesforce Administrator Certification.
Strong hands-on experience with Salesforce Sales Cloud, including administration, solution design, implementation, optimization, and troubleshooting.
Experience leading complex Salesforce or RevOps engagements such as implementations, audits, migrations, integrations, or optimization initiatives.
Hands-on experience with at least one marketing automation platform outside of Salesforce Sales Cloud, such as HubSpot Marketing Hub, Marketo, or Salesforce Account Engagement/Pardot.
Strong understanding of how CRM and marketing automation systems work together across lead lifecycle management, routing, automation, integrations, attribution, reporting, and data governance.
Demonstrated experience leading client discovery, diagnosing business and technical challenges, and translating findings into clear recommendations for senior stakeholders.
Experience scoping consulting engagements, including defining deliverables, estimating effort, identifying assumptions and dependencies, and establishing clear scope boundaries.
Experience supporting new business, pitches, proposals, cross-sell, or account expansion opportunities.
Strong written and verbal communication with the executive presence to confidently manage client expectations, navigate difficult conversations, and make technical concepts understandable to non-technical stakeholders.
Ability to operate as a true player-coach, balancing team leadership with hands-on client and technical work.

Nice To Haves

Additional Salesforce certifications, particularly Sales Cloud Consultant or other relevant consulting credentials.
Salesforce Account Engagement/Pardot, HubSpot, or Marketo certifications.
Deeper hands-on experience across more than one marketing automation platform.
Experience working with B2B and SaaS organizations across Salesforce and marketing automation environments.
Experience managing multiple concurrent client engagements and competing priorities.
Experience owning or contributing to project economics, utilization, capacity planning, and delivery quality.
Experience helping build or scale a RevOps, Salesforce, or professional services practice.

Responsibilities

Manage and mentor a team of Revenue Operations Solution Engineers, including workload management, prioritization, coaching, and performance support.
Serve as an escalation point for complex client and technical challenges.
Own or oversee strategic client relationships, ensuring strong communication, delivery quality, and client satisfaction.
Lead and support Salesforce, HubSpot, and marketing automation audits, implementations, integrations, and optimization projects.
Provide hands-on expertise across Salesforce Sales Cloud, Salesforce Account Engagement/Pardot, and HubSpot Marketing Hub.
Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP integrations, attribution, reporting, and data governance.
Translate complex technical findings into clear recommendations for executive and non-technical stakeholders.
Review strategist work for technical accuracy and strategic quality before client delivery.
Partner with Account Directors and internal leadership to identify expansion and cross-sell opportunities.
Support scoping, solution design, and new business conversations for RevOps opportunities.
Help develop repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice scales.
Maintain visibility into project health, capacity, utilization, and delivery risks across the team.

Benefits

Competitive base salary
Medical, dental, vision plans, disability, and life insurance coverage for you and your family
100% employer-paid plan for you and a 50% employer contribution for your dependents (US, CAD, MX)
Access to certified therapists through Spring Health
Membership to Headspace
Physical therapy through Omada
Thousands of Aaptiv virtual workouts
Complimentary One Medical membership for primary and virtual care
Unlimited PTO (2-week minimum)
Paid Company Holidays
Your Birthday Off
End of Year Recharge (Closed December 24 - January 1)
Paid Parental Leave
Traditional and Roth 401(k) with a 3% company match
Annual bonus based on tenure
Annual Company-wide Retreat