Lead Business Consultant - Sales Cloud

Perficient•Town and Country, MO

10d•$110,000 - $140,000

About The Position

The Lead Business Consultant is responsible for hands-on configuration, implementation, and optimization of Salesforce Sales Cloud and Agentforce capabilities during customer engagements. The role focuses on execution and delivery within implementation pods, rapidly deploying and refining solutions that drive customer adoption and platform consumption. The consultant works directly with customers and collaborates with architects and other consultants, combining technical implementation skills with business problem-solving and customer engagement. Customer engagements run as fixed 12-week sprints. Weeks 0–2 focus on assessment and readiness, including the customer’s org, security, data, users, permissions, and priority AI workflows. Weeks 3–5 focus on building and validation, while weeks 5–12 focus on adoption and optimization. The approach emphasizes rapid prototyping, demonstrating working solutions, and iteration rather than traditional waterfall delivery. Success is measured by user adoption and platform consumption. After an engagement ends, the consultant moves to the next customer engagement. Location is flexible, with availability required during customer business hours. The role also leads client calls as the primary point of contact, conducts discovery and requirements sessions, translates business needs into configuration and backlog items, and works with customers to identify enhancements. The consultant partners with Project Managers and Solutions Architects on scope or unclear requirements and mentors junior consultants. Perficient describes its environment as collaborative and inclusive, and offers full-time employees competitive compensation, paid time off, holidays, and benefits, along with reward and recognition programs that include billable bonus opportunities.

Requirements

At least 3 years of Salesforce configuration and implementation experience.
Strong Salesforce Sales Cloud knowledge.
Experience with Salesforce workflows, permissions, reports, and user management.
Ability to work directly with customers and explain technical concepts.
Hands-on implementation and troubleshooting experience.
Strong problem-solving and collaboration skills.
Active Salesforce Administrator certification.
Hands-on Sales Cloud configuration experience, including lead and opportunity management, products and price books, quotes, approval processes, and opportunity-to-quote-to-contract workflows.
Ability to complete at least 80% of declarative build needs without detailed solution notes, install common AppExchange packages, and execute Solutions Architect designs with minimal oversight.
Confidence answering client questions live, setting expectations about Sales Cloud and Agentforce capabilities and limitations, and keeping stakeholders aligned.
Basic experience with data migration or deployment tools, such as Copado or data loaders.
Ability to own assigned work, seek guidance appropriately, and deliver predictable quality with minimal oversight.
Excellent oral and written communication.
Claude Foundations/Associate certification; candidates who do not yet have it may be trained and have certification paid for before starting client work.
Availability during customer business hours.
Humble, hungry, people-smart, and excited about AI; practical use of AI tools to work faster and deliver better outcomes is a non-negotiable skill.

Nice To Haves

Agentforce experience.
Salesforce Administrator or Consultant certifications.
Claude Foundations/Associate certification already completed.
Experience in consulting or professional services environments.
Exposure to Service Cloud or Revenue Cloud.
Salesforce Sales Cloud Consultant certification.
Familiarity with contract lifecycle management, renewals, and amendment processes as they relate to Sales Cloud opportunities and contracts.
Technical background, such as developer exposure, integrations, or platform architecture.
Ability to guide customers through the full lead-to-close process and advise on business process improvements involving leads, opportunities, products, price books, quotes, and contracts.

Responsibilities

Configure Salesforce Sales Cloud and Agentforce capabilities based on approved designs.
Establish user access, permissions, workflows, and governance controls.
Configure the Claude–Salesforce connection, activate pre-built AI skills, and build and validate workflows that use them.
Conduct testing, validation, and iterative solution refinement.
Assist with customer workshops and demonstration sessions.
Troubleshoot configuration issues and support deployment activities.
Partner with Solutions Architects and Technical Architects to deliver successful outcomes.
Support customer adoption through training and enablement activities.
Rapidly prototype new capabilities and demonstrate value to customer stakeholders.
Monitor usage and adoption trends and recommend enhancements.
Lead client calls as the primary point of contact, including recurring status meetings, workshops, requirements sessions, demos, testing, and training; set agendas, keep conversations on track, and send summaries and action items.
Conduct requirements and discovery conversations with business stakeholders and translate findings into Sales Cloud and Agentforce configuration and backlog items.
Work with clients to identify enhancements proactively and add them to the backlog.
Flag scope questions or unclear requirements early and partner with the Project Manager and Solutions Architect on next steps.
Mentor junior consultants, including providing QA on their initial deliverables.