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Senior Salesforce Consultant Manager

at Directive

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About the role

  • Revenue Operations leader guiding consultants and client engagements for Directive Consulting, a B2B performance marketing agency. Configuring Salesforce, Pardot, and HubSpot to drive pipeline and revenue.

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, 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 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 Revenue Operations opportunities
  • Develop repeatable processes, documentation, playbooks, and technical standards
  • Maintain visibility into project health, capacity, utilization, and delivery risks across the team
  • Collaborate through virtual meetings and Slack

Requirements

  • 5+ years of experience in Revenue Operations, Marketing Operations, CRM consulting, marketing automation, or a related discipline
  • 1–2+ years of direct people management or formal team leadership experience
  • Active Salesforce Administrator Certification
  • Strong hands-on Salesforce Sales Cloud administration and implementation experience
  • Deep experience with Salesforce Account Engagement/Pardot
  • Pardot/Account Engagement certification strongly preferred, or at least 2–3 years of hands-on Pardot implementation and administration experience
  • Strong hands-on experience with HubSpot Marketing Hub, including automation, lifecycle management, data architecture, integrations, and reporting
  • Experience leading complex CRM and marketing automation implementations, audits, migrations, or optimization initiatives
  • Strong understanding of lead lifecycle management, lead routing, attribution, CRM/MAP integrations, automation, and data governance
  • Ability to lead senior-level client conversations and translate technical issues into business recommendations
  • Strong written and verbal communication and ability to manage client expectations and difficult conversations
  • Ability to balance leadership responsibilities with hands-on technical execution
  • Previous agency experience strongly preferred; consulting or professional services experience highly relevant
  • Additional Salesforce certifications preferred
  • HubSpot certifications preferred
  • Experience working across Salesforce and HubSpot environments for B2B organizations preferred
  • Experience scoping projects, supporting sales conversations, and identifying account expansion opportunities preferred
  • Experience working across multiple concurrent client engagements preferred
  • Must have established and current work authorization and permanently reside in Canada
  • Reliable internet access and a professional background
  • Ability to remain stationary for extended periods and observe and interpret written and verbal communication

Benefits

  • Medical, dental, vision plans, disability, and life insurance coverage for you and your family
  • 100% employer-paid plan for you and 50% employer contribution for dependents (US, CAD, MX)
  • Access to certified therapists through Spring Health
  • Headspace membership
  • 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
  • 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, scaling in total amount over time
  • Annual company-wide retreat
  • Ability to work from a home office
  • PC or Mac available

Job title

Salesforce Consultant

Job type

Full Time

Experience level

Senior

Salary

Not specified

Degree requirement

Professional Certificate

Tech skills

Cloud

Location requirements

RemoteCanada

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