Senior Salesforce Consultant (Remote US)

We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for someone who combines strong people leadership with deep technical expertise across Salesforce, marketing automation, and HubSpot. You'll partner closely with the Director of Revenue Operations to lead a team of RevOps Strategists, oversee complex client engagements, and ensure we consistently deliver high-quality strategic and technical work. You'll also remain hands-on, stepping into client environments to guide architecture, troubleshoot complex issues, conduct audits, and support implementations when deeper expertise is required. The right person is equally comfortable leading a team, presenting recommendations to senior client stakeholders, and getting into the details of a Salesforce or marketing automation environment.

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, ensuring strong 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 clear 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 RevOps opportunities; Help develop repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice scales; Maintain visibility into project health, capacity, utilization, and delivery risks across the team.

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; Demonstrated ability to lead senior-level client conversations and translate technical issues into business recommendations; Strong written and verbal communication with the ability to confidently manage client expectations and difficult conversations; Ability to balance leadership responsibilities with hands-on technical execution.

Nice to have

Previous agency experience strongly preferred; consulting or professional services experience is also highly relevant; Salesforce Account Engagement/Pardot certification; Additional Salesforce certifications; HubSpot certifications; Experience working across both Salesforce and HubSpot environments for B2B organizations; Experience scoping projects, supporting sales conversations, and identifying account expansion opportunities; Experience working across multiple concurrent client engagements.

Benefits

Medical, dental, vision plans, disability, and life insurance coverage for you and your family that fit your lifestyle, including a 100% employer-paid plan for you and a 50% employer contribution for your dependents (US, CAD, MX); Access to certified therapists through Spring Health and membership to Headspace; Physical therapy through Omada, thousands of Aaptiv virtual workouts, and complimentary One Medical membership for primary and virtual care; Unlimited PTO (2-week minimum), Paid Company Holidays, Your 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, which scales in total amount over time; Annual company-wide retreat; Remote-first work from home office.