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.