Salesforce Senior Consultant Manager

About the role

You will manage and mentor a team of Revenue Operations Solution Engineers, balancing leadership responsibilities with hands-on technical execution to ensure consistent delivery of high-quality strategic and technical work. You will serve as the primary escalation point for complex client and technical challenges, owning or overseeing strategic client relationships to guarantee strong communication, delivery quality, and client satisfaction. You will lead and support Salesforce, HubSpot, and marketing automation audits, implementations, integrations, and optimization projects across the client portfolio. You will provide deep, hands-on expertise across Salesforce Sales Cloud, Salesforce Account Engagement/Pardot, and HubSpot Marketing Hub to solve intricate architecture and workflow problems. You will design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP integrations, attribution, reporting, and data governance tailored to demanding B2B environments. You will translate complex technical findings and system behaviors into clear, actionable recommendations for executive and non-technical stakeholders. You will review strategist work for technical accuracy and strategic quality before client delivery, safeguarding standards and best practices. You will partner with Account Directors and internal leadership to identify expansion and cross-sell opportunities that grow existing client relationships. You will support scoping, solution design, and new business conversations for RevOps opportunities, ensuring proposals align with client needs and Directive's methodologies. You will help develop repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice scales efficiently. You will maintain visibility into project health, capacity, utilization, and delivery risks across the team to proactively manage timelines and resource allocation. You will remain engaged in client environments to troubleshoot complex issues, guide architecture decisions, conduct audits, and support implementations when deeper expertise is required. You will spark demand for bold, innovative brands by driving pipeline, fueling SQLs, and helping scale businesses that are serious about measurable growth.

Key facts

What you'll do

• 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 that arise during demanding engagements.
• Own or oversee strategic client relationships to ensure strong communication, delivery quality, and client satisfaction throughout the project lifecycle.
• Lead and support Salesforce, HubSpot, and marketing automation audits, implementations, integrations, and optimization projects from scoping to execution.
• Provide hands-on expertise across Salesforce Sales Cloud, Salesforce Account Engagement/Pardot, and HubSpot Marketing Hub to address intricate business requirements.
• Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP integrations, attribution models, reporting, and data governance.
• Translate complex technical findings and system behaviors into clear, concise recommendations for executive and non-technical stakeholders.
• Review strategist work for technical accuracy and strategic quality before client delivery to uphold Directive's standards of excellence.
• Partner with Account Directors and internal leadership to identify and pursue expansion and cross-sell opportunities within existing client accounts.
• Support scoping, solution design, and new business conversations for RevOps opportunities, aligning proposals with client needs and agency methodologies.
• Help develop repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice scales and matures.
• Maintain visibility into project health, capacity, utilization, and delivery risks across the team to enable proactive management and course correction.
• Step into client environments to troubleshoot complex issues, guide architecture, conduct audits, and support implementations when deeper expertise is required.
• Spark demand for bold, innovative brands by driving pipeline, fueling SQLs, and helping scale businesses that are serious about growth and measurable results.
• Operate with the agility to move fast, think boldly, and uphold an elite standard of work that pushes campaigns past expected performance.

Requirements

• Must have 5+ years of experience in Revenue Operations, Marketing Operations, CRM consulting, marketing automation, or a closely related discipline.
• Must have 1-2+ years of direct people management or formal team leadership experience within a professional services or agency context.
• Must hold an active Salesforce Administrator Certification to demonstrate core platform competence.
• Must have strong hands-on Salesforce Sales Cloud administration and implementation experience from real-world engagements.
• Must have deep, hands-on experience with Salesforce Account Engagement/Pardot, including implementation and administration.
• Pardot/Account Engagement certification is strongly preferred; alternatively, at least 2-3 years of hands-on Pardot implementation and administration experience.
• Must have strong hands-on experience with HubSpot Marketing Hub, including automation, lifecycle management, data architecture, integrations, and reporting.
• Must have experience leading complex CRM and marketing automation implementations, audits, migrations, or optimization initiatives for demanding clients.
• Must possess a strong understanding of lead lifecycle management, lead routing, attribution, CRM/MAP integrations, automation, and data governance.
• Must demonstrate the ability to lead senior-level client conversations and translate technical issues into business-focused recommendations.
• Must have strong written and verbal communication skills to confidently manage client expectations and navigate difficult conversations.
• Must be capable of balancing leadership responsibilities with hands-on technical execution when project demands require it.
• Must thrive in a fast-paced environment where moving fast, thinking boldly, and delivering elite performance is the standard.
• Must be committed to helping scale brands that are serious about growth and building marketing engines that win in SaaS and across B2B industries.

Nice to have

• Previous agency experience is strongly preferred; consulting or professional services experience is also highly relevant.
• Salesforce Account Engagement/Pardot certification.
• Additional Salesforce certifications to deepen platform expertise.
• HubSpot certifications to reinforce hands-on platform capabilities.
• Experience working with bold, innovative brands that operate at the forefront of SaaS and B2B markets.

Practical notes

This is a full-time remote role based in the United States. The position is salaried and requires availability during standard business hours for collaboration with clients and cross-functional partners. Travel is not required, and there are no specific visa sponsorship details provided at this time. There are no published deadlines for submission, and interested candidates are encouraged to apply in alignment with Directive's hiring process.