Salesforce Consultant / Project Lead (EST) Offline

EverREST is looking for an experienced Salesforce Consultant who can lead a client-facing Salesforce project and take ownership of delivery, discovery, and communication across business and technical stakeholders.

Role objective

Lead and expand an active domain-focused Salesforce project while serving as the primary bridge between the client, the delivery team, and the sales/discovery process.

Key responsibilities

• Lead the Salesforce project and coordinate delivery from requirements through implementation.
• Communicate directly with US-based clients and confidently 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, acceptance criteria, and implementation-ready requirements.
• Facilitate discovery sessions, requirements workshops, solution discussions, and project planning.
• Participate in pre-sales and sales activities, including qualification calls, solution shaping, estimates, scope clarification, and proposal preparation.
• Review delivery progress, identify blockers, and ensure that the implemented solution creates measurable business value.

Must-have requirements

• Minimum 3–4 years of hands-on experience in the Salesforce ecosystem.
• Proven experience as a Salesforce Consultant, Business Analyst, Solution Consultant, Project Lead, or similar client-facing role.
• English level C1 or higher, with strong spoken and written communication.
• Ability to work full-time in the US Eastern Time Zone (EST) or maintain substantial daily EST overlap.
• Strong experience in direct client communication and stakeholder management.
• Experience coordinating and communicating 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, preferably Financial Services or other established B2B industries.

Nice-to-have

• 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.
• Required working schedule: US Eastern Time Zone (EST).
• Target regions: Latin America, North America, and Europe.
• Rate: open; there is no predefined rate limitation for the right candidate.

Reason for opening

Scaling and expansion of an active domain-focused Salesforce project.

Success criteria

• Can independently lead client communication and maintain clear project direction.
• Produces structured, implementation-ready requirements and task descriptions.
• Connects client goals with technical delivery decisions.
• Contributes meaningfully to discovery, estimation, and sales/pre-sales conversations.
• Operates effectively with the team during EST working hours.

Red flags / dealbreakers

• Cannot consistently work in the EST time zone.
• English below C1 or weak client-facing communication.
• Experience limited to internal execution without direct client ownership.
• Unable to convert business requirements into clear technical or functional tasks.
• No practical participation in discovery or sales/pre-sales processes.
• Requires close supervision and cannot independently lead stakeholder communication.