Salesforce Consultant / Project Lead (EST)

EverREST is looking for an experienced Salesforce Consultant to lead a client-facing project end to end. You will own delivery, discovery, and communication, acting as the primary bridge between US-based clients, the delivery team, and the sales process. This is a role with real ownership, not execution under supervision.

Responsibilities

Lead an active, domain-focused Salesforce project and coordinate delivery from requirements through implementation.

Communicate directly with US-based clients and manage expectations, priorities, risks, and next steps.

Work closely with Salesforce Developers, Admins, QA, Architects, and Project Managers.

Translate business needs into clear tasks, user stories, and acceptance criteria.

Facilitate discovery sessions, requirements workshops, solution discussions, and project planning.

Take part in pre-sales activities: qualification calls, solution shaping, estimates, scope clarification, and proposals.

Review delivery progress, surface blockers, and make sure the solution creates measurable business value.

Requirements

3 to 4 years minimum of hands-on experience in the Salesforce ecosystem.

Proven experience as a Salesforce Consultant, Business Analyst, Solution Consultant, or Project Lead in a client-facing role.

English at C1 or higher, with strong spoken and written communication.

Ability to work full-time in US Eastern Time, or maintain substantial daily EST overlap.

Strong experience in direct client communication and stakeholder management.

Experience coordinating with technical delivery teams.

Ability to write clear tasks, user stories, acceptance criteria, process descriptions, and functional documentation.

Practical involvement in Salesforce discovery processes.

Experience supporting sales or pre-sales activities.

Experience with complex business domains, ideally Financial Services or other established B2B industries.

Will be a plus

Experience with Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud, or industry-specific Salesforce solutions.

Experience leading cross-functional or distributed Salesforce teams.

Understanding of integrations, APIs, data migration, automation, security, and release processes.

Salesforce certifications relevant to consulting, business analysis, architecture, or administration.

Work format

Full-time, 40 hours per week.

Remote.

Working schedule aligned to US Eastern Time.

Open to candidates in Latin America, North America, and Europe.