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Salesforce Program Architect (53005)

Role overview

Qualifications

  • Strong business acumen with the ability to understand processes across industries
  • Exceptional communication and presentation skills
  • Strong time management skills
  • Highly organized and detail-oriented

Responsibilities

  • Lead deep, technical business process discovery and technical architecture workshops
  • Develop and execute AI expansion strategies
  • Own the business case for AI adoption
  • Serve as the primary point of contact throughout the sales process

Key facts

Hard skills

Other skills

  • Business Acumen
  • Presentations
  • Time Management
  • Communication
  • Teamwork
  • Problem Solving

About the company

Signature Analytics logo

Signature Analytics

  • Accounting, Audit & Tax
  • SME
  • 51–200
When your business needs actionable insights from the story your financial data is telling you, turn to us. Signature Analytics provides outsourced accounting and strategic financial solutions to mid-sized companies who need more clarity from their financial data. We provide accurate, relevant, timely financial reports, prudent, strategic financial advice, and day-to-day accounting processes. We are your professional resource partner with a deep bench of trusted experts to meet your needs today and tomorrow. C-Suite leaders need increased visibility into their financial data to make strategic, intelligent business decisions. With your Signature Analytics team you get service-oriented, proactive experts putting systems in place and thinking about your business success. We are transparent and thoughtful in all of our communications. It’s how we provide impactful insights to help you make better-informed business decisions. Solving business challenges and taking advantage of opportunities is easier when you have the right people and financial insights. Growing your business requires the ability to adapt to changing business trends and market dynamics and not just react to them. Our accounting and finance experts consistently bring ideas to your business that improve your accounting through best practices, incorporating technology, and creating repeatable scalable systems that positively impact your business into the future Your success is our success.

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Job description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

We are seeking a Salesforce Program Architect, 100% remote,, you will be responsible for: 

The Program Architect is a technical sales consultant for new prospective accounts and responsible for the ongoing success of existing accounts. Candidates will create and leverage relationships with customers and partners within the Salesforce ecosystem as a trusted advisor. There will be a combination of direct solution sales, as well as joint sales, working with an internal team at Rosetree, Salesforce and other channel partners.

The Program Architect will need strong business acumen to perform detailed process discovery and technology architecture assessments with prospects and current clients, demonstrate solution selling, contribute to level of effort hours estimations, present the proposed solution, handle objections, and assist with closing a sale alone or as part of a team. We work as a team to ensure long-term success and deliver solutions that our customers can count on.

  • Lead deep, technical business process discovery and technical architecture workshops to understand scope requirements and guide clients toward success through technology best practices
  • Develop and execute AI expansion strategies that identify high-value use cases across business units, translating customer pain points into a prioritized roadmap for deploying Claude and Agentforce capabilities at scale
  • Own the business case for AI adoption — quantifying ROI, building proof-of-concept proposals, and navigating stakeholder alignment from executive sponsors to end users to accelerate platform expansion
  • Monitor AI platform utilization and maturity across the customer's environment, proactively identifying adoption gaps, underutilized features, and adjacent automation opportunities to drive land-and-expand growth
  • Present Salesforce and other technology solutions through proposals, custom demos, and proof-of-concept environments — individually or through joint sales engagements
  • Serve as the primary point of contact throughout the sales process, coordinating client meetings and delivering outstanding service across in-person, phone, and web
  • Develop trusted relationships with Salesforce and other channel partners
  • Provide post-sale support to assist the delivery team, resolve issues promptly, and ensure long-term customer satisfaction
  • Stay current on new features and product launches from Salesforce and other technology partners
  • Establish sales and delivery team best practices, manage and track sales activities in the CRM, and maintain organized, detailed notes
  • Strong time management skills — punctual, reliable, and adaptable as priorities shift
  • Highly organized and detail-oriented, with the ability to follow written and verbal instructions
  • Able to work under pressure amid distractions while maintaining a positive attitude
  • Exceptional communication and presentation skills, effective across email, phone, and in-person interactions
  • High moral and ethical standards — trustworthy, honest, and professional
  • Strong business acumen with the ability to understand processes across industries and communicate technical solutions clearly and persuasively
  • Professional appearance and proper business etiquette
  • Self-starter with an entrepreneurial mindset, able to work independently or as part of a team

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