Salesforce Program Architect

Citrin Cooperman•New York, NY

2d•$120,000 - $200,000•Remote

About The Position

Citrin Cooperman is seeking a Salesforce Program Architect to serve as a technical sales consultant for prospective accounts and support the ongoing success of existing accounts. The role combines direct solution sales with joint sales engagements involving internal teams, Salesforce, and other channel partners. The architect builds trusted customer and partner relationships and uses business acumen to conduct process discovery and technology architecture assessments, develop and present solutions, estimate level-of-effort hours, address objections, and help close sales. The role leads technical discovery and architecture workshops, develops AI expansion strategies for Claude and Agentforce, and owns the business case for AI adoption. This includes identifying use cases, prioritizing roadmaps, quantifying ROI, preparing proof-of-concept proposals, aligning stakeholders, and monitoring platform utilization to identify adoption gaps and opportunities for further automation. The architect presents solutions through proposals, custom demonstrations, and proof-of-concept environments; coordinates sales-process communications; supports delivery after the sale; and stays current on product launches and features. The position also establishes sales and delivery best practices, tracks sales activity in the CRM, and maintains detailed notes. The successful candidate is organized, adaptable, professional, and able to work independently or as part of a team. The role is 100% remote, with occasional travel of up to 25%.

Requirements

Experience in professional solution selling or pre-sales in a role involving business-process analysis and technical proposal writing.
Experience configuring and implementing 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.
Strong business acumen and ability to understand processes across industries and communicate technical solutions clearly and persuasively.
Exceptional communication and presentation skills across email, phone, and in-person interactions.
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.
Ability to work under pressure amid distractions while maintaining a positive attitude.
High moral and ethical standards; trustworthy, honest, and professional.
Self-starter with an entrepreneurial mindset and ability to work independently or as part of a team.

Responsibilities

Lead technical business-process discovery and technical architecture workshops to understand scope and requirements and guide clients using technology best practices.
Develop and execute AI expansion strategies, identifying high-value use cases and prioritizing roadmaps for Claude and Agentforce capabilities.
Build the business case for AI adoption by quantifying ROI, preparing proof-of-concept proposals, and aligning stakeholders.
Monitor customer AI platform utilization and maturity, identifying adoption gaps, underused features, and automation opportunities.
Present Salesforce and other technology solutions through proposals, custom demonstrations, and proof-of-concept environments, independently or in joint sales engagements.
Serve as the primary point of contact throughout the sales process, coordinating client meetings and providing service across in-person, phone, and web interactions.
Develop trusted relationships with Salesforce and other channel partners.
Provide post-sale support to the delivery team, resolve issues promptly, and support long-term customer satisfaction.
Stay current on 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.
Conduct business-process and technology architecture assessments, contribute to level-of-effort estimates, present proposed solutions, handle objections, and assist with closing sales.