Key Facts

Remote From:

Freelance

Senior (5-10 years)

English

Hard Skills

Technology Ecosystems Omni-Channel Marketing Strategic Roadmaps Generative Artificial Intelligence Data-Driven Decision Making User Journey Mapping Executive Conversations Conversion Marketing AI Testing Capacity Planning +15 more

Other Skills

•
Needs Assessment
•
Consulting
•
Accountability
•
Communication
•
Leadership
•
Teamwork
•
Patience
•
Curiosity
•
Empathy
•
Growth Mindedness
•
Problem Solving

Roles & Responsibilities

7+ years of professional consulting experience, with a proven track record (3+ years) specifically in digital or marketing strategy
Mastery of the Vision Map Methodology: building multi-year roadmaps that align Salesforce and Martech investments with high-level business KPIs
Martech Fluency: ability to perform objective platform comparisons and guide clients through complex tool selection and consolidation
Advanced Journey Design: experience moving beyond basic flows to design sophisticated, data-driven, omni-channel customer experiences

Requirements:

Discovery Diagnosis: Leading deep-dive sessions to uncover pain points and define a client’s strategic North Star
Roadmap Architecture: Designing comprehensive 'Vision Maps' that sequence implementations for maximum business impact and scalability
Optimization Audits: Identifying friction in the customer lifecycle and proposing data-backed solutions to improve conversion and retention
Executive Communication: Authoring compelling strategy decks and AI readiness assessments that simplify complex digital shifts for stakeholders

Sercante

About Sercante

Sercante | A Trilliad Company. We use Salesforce to create seamless digital experiences with radical impact. Sercante is a Summit-level Salesforce consulting partner that connects customer experience strategies to the technology tools that power them. The founding team joined forces in 2017 to find friction-free paths forward for growth-minded teams that want to realize meaningful impact. Today, it’s the third-largest woman-owned Salesforce SI consulting partner touching every aspect of multi-cloud digital engagement. With consultants living across 10 time zones, the team supports small and mid-size companies along with enterprises that span industries around the world. Our vision is a tech-driven future where real connections thrive.

Founded: 2018

Company size: 51 - 200

Website LinkedIn See all jobs →

Job description

Remote Position – Any Location in the US/Canada with Great Wifi Works!

As a Strategy Consultant at Sercante, you are the architect of digital transformation. You occupy the vital space between a client’s high-level business goals and their technical reality, reporting directly to the Strategy Director. This isn't about delivering abstract ideas; it’s about transforming fragmented marketing efforts into cohesive, multi-cloud roadmaps that drive measurable ROI. If you thrive on uncovering a client’s "why" and designing the future of AI-driven marketing for enterprise brands, we want to talk.

What You Bring

Strategic Tenure: 7+ years of professional consulting experience, with a proven track record (3+ years) specifically in digital or marketing strategy.
The "Vision Map" Methodology: Mastery in building multi-year roadmaps that align Salesforce and Martech investments with high-level business KPIs.
Martech Fluency: The ability to perform objective platform comparisons and guide clients through complex tool selection and consolidation.
Advanced Journey Design: Experience moving beyond basic flows to design sophisticated, data-driven, omni-channel customer experiences.
Practical AI Advisory: A clear perspective on how to integrate automation and Generative AI into marketing workflows to create tangible efficiency.

A Day-in-the-Life

Discovery & Diagnosis: Leading deep-dive sessions to uncover pain points and define a client’s strategic North Star.
Roadmap Architecture: Designing comprehensive "Vision Maps" that sequence implementations for maximum business impact and scalability.
Optimization Audits: Identifying friction in the customer lifecycle and proposing data-backed solutions to improve conversion and retention.
Technical Collaboration: Partnering with Technical Architects to ensure your strategic designs are feasible within the Salesforce ecosystem.
Executive Communication: Authoring compelling strategy decks and AI readiness assessments that simplify complex digital shifts for stakeholders.
Workshop Facilitation: Owning the delivery of high-impact sessions that align cross-functional client teams toward a singular goal.

What Success Looks Like

At 6 Months: You have successfully delivered 5+ strategic roadmaps and maintained a consistent 75% billable utilization.
At 12 Months: You have become the "Trusted Advisor" for 3+ anchor accounts, where your strategic vision has naturally led to successful "Phase 2" expansions.

How You’ll Do It

Because how we do things matters just as much as what we do at Sercante, our Leadership Principles should act as a compass directing the everyday behavior of every teammate across the organization:

Growth Obsessed. For our business, our clients, and our selves.
Business is Personal. Cultivate relationships. Make space for connection. Care about each other.
Strategy Without Execution Is Just Dreaming .Hope is not a strategy. Vision matters—so does execution.
Be One Team. No lone wolves. Have each other’s back and help each other out.
Raise The Bar. Good is the enemy of great. Better never stops. Be a Difference-Maker.
Confusion Is a Choice. Stay curious—Seek to understand. Share context—seek to be understood.
The Journey Matters. Meaningful work takes time. Be patient. Think: the next 90 days and the next 10 years.
Create Client Value. Become irreplaceable.
Lighten-Up. Humor and laughter deepen bonds.
Tighten-Up. Focus, discipline, and rigor count.
You Have the Ball. Be accountable. Take action. Go the distance.
Run Towards Problems. We don’t sweep things under the rug. Symptoms signal deeper causes. Find the root.
Have the Hard Conversation. Be direct and empathetic. Speak the truth, kindly. Feedback is a gift.
Celebrate Results. Make recognizing greatness a habit.
Think “We” Not “Me.” Prioritize what’s best for the business, the team, and the journey.

The Trilliad Agreement

If you want to be part of building a truly great growth company—and if you want to help cultivate a culture that is differentiated and that creates value for customers and colleagues alike—then you might be a fit for Trilliad.

Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show-up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do.

When you show up in this way—bringing your best and living our Leadership Principles—you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive.

A workplace where we grow:

You’ll stretch your skills and shape your career through work that pushes boundaries and raises the bar.
You’ll have access to world-class training and development.
You’ll have the clarity and tools to deliver results that matter.

A workplace where we connect:

You’ll be guided by leaders who are worth following.
You’ll build relationships that go beyond the job.
You’ll be invited to offer thoughtful feedback, and when you do your voice will be heard.

A workplace where we thrive:

Great results will be recognized and celebrated.
You’ll work in an environment with teammates who have your back.
You’ll receive competitive pay and benefits that recognize your impact and support you inside and outside of work.

About Trilliad

Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.

At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed.