Salesforce Service Technical Lead

JOB REQUISITION

Salesforce Service Technical Lead

LOCATION

NEW YORK CITY

ADDITIONAL LOCATION(S)

SAN FRANCISCO

JOB DESCRIPTION

You Belong Here  

The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture.  We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver.   

At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. 

Where We Need You 

Protiviti is looking for a Technology Consulting Associate Director to join our growing Salesforce Solutions team with a specialization in Salesforce Service.  

This individual will play a critical role in growing our Salesforce practice by mentoring team members, developing future leaders, contributing to thought leadership, and helping identify and pursue new client opportunities. 

What You Can Expect 

As an Associate Director, you'll take a lead role in strengthening our relationships with clients and providing seamless guidance in the completion of engagements. You'll partner with our strategic clients to manage risk associated with their use of technology.  You'll develop strategies to solve complex business problems using new ways of thinking, and devise solutions to support your clients' needs through analytics, automation or the latest tools and methods.  

You’ll develop new projects, help identify new business, and build lasting relationships with clients and within the community as you serve as an ambassador of Protiviti in the market. You will also be a mentor and provide growth and development to teams as you oversee the successful completion of project work plans.  

What Will Help You Be Successful 

• You enjoy helping clients design, implement, and optimize Salesforce Service Cloud and Salesforce-integrated telephony and contact center capabilities. 

• You are passionate about building trusted relationships with C-level executives and providing exceptional experiences that translate to additional project work. 

• You have an inherent interest in project management and team leadership.  

• You promote a positive team culture that fosters open communication among all engagement team members.  

• You create development opportunities for others, including participating in the creation and rollout of training, and ways for your team to improve our clients and communities. 

• You enjoy discovering prospective project work with current and potential clients through networking, knowledge-building, and client interactions. 

• You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities. 

• You view client challenges as opportunities to add value and can translate that into new project proposals and sales.  

• You are seen as a valued contributor to thought leadership and encourage knowledge-sharing and collaboration across teams. 

• You have interest in managing a diverse portfolio of clients across multiple industries.  

Do Your Talents Include the Following? 

• Demonstrated experience with: 

• Owning end-to-end technical design for Salesforce service solutions, from discovery and architecture through build, test, deployment, stabilization, and ongoing improvement. 

• Leading Service Cloud solution design across case management, Omni-Channel and routing, queues, entitlements, milestones, knowledge, email-to-case, web-to-case, service console, messaging, automation, reports, dashboards, and supervisor capabilities. 

• Designing and oversee Salesforce-integrated telephony and contact center capabilities, including CTI and voice integration patterns, softphone experiences, call routing, IVR handoffs, screen pops, activity capture, call disposition, recording and transcript considerations, and agent productivity workflows. 

• Partnering with telephony vendors, infrastructure teams, security teams, and contact center stakeholders to resolve cross-platform dependencies and support reliable end-to-end service experiences. 

• Applying financial services domain knowledge to solution decisions, including customer and household context, secure data handling, auditability, consent and privacy considerations, service workflows, complaints or escalations, and operational controls. 

• Assessing when to use Salesforce-native configuration, Flow, packaged capabilities, APIs, middleware, custom Apex, Lightning Web Components, or vendor solutions, documenting key design decisions and tradeoffs. 

• Providing technical leadership to administrators, developers, integration engineers, and support resources through solution reviews, technical task planning, estimation, mentoring, code reviews, and quality gates. 

• Defining and enforcing platform standards for security, access, data architecture, integrations, automation, error handling, logging, monitoring, deployment, performance, and maintainability. 

• Leading technical triage and root cause analysis for production incidents affecting service operations, telephony, integrations, automation, performance, or user access. 

• Coordinating with product owners, business analysts, QA, and release teams to ensure requirements, user stories, acceptance criteria, test scenarios, nonfunctional requirements, deployment plans, and rollback plans are complete. 

• Maintaining technical artifacts including solution designs, architecture diagrams, integration inventories, interface specifications, data mappings, security models, environment plans, deployment runbooks, support documentation, and technical decision logs. 

• Supporting release planning, CI/CD, source control, environment strategy, sandbox refreshes, data migration, production validation, and transition to operations. 

• Monitoring Salesforce roadmap and release impacts, proactively identifying opportunities to simplify the solution, retire technical debt, improve agent experience, and strengthen platform resilience. 

• Hands-on experience delivering or supporting Salesforce-integrated telephony, CTI, voice, contact center solutions, or Call Center as a Service. Experience with capabilities such as Salesforce Voice, Amazon Connect, Genesys, Five9, NICE, or comparable platforms is valuable. 

• Strong hands-on knowledge of Salesforce configuration and development, including Flow, security and sharing, data modeling, Apex, Lightning Web Components, SOQL, REST or SOAP APIs, event-driven integration, and platform limits. 

• Establishing and cultivating business relationships and a professional network, including with senior executives.  

• Successfully pursuing business development opportunities and identifying and implementing strategies to obtain new work or clientele.  

• Ability to translate and communicate issues, risks or challenges to client personnel, including executives.  

• Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching, oversight and review of work, coordination across teams, and understanding how to motivate.   

Your Educational and Professional Qualifications 

• Bachelor’s degree in a relevant discipline (e.g., Information Systems, Computer Science, Engineering, or related field). 

• 9+ years working in professional services or industry. 

• 5+ years serving as a Technical Lead and/or Solution Architect or comparable technical owner. 

• Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access. 

• Professional Certification such as Service Cloud Consultant, Platform Developer I or II, Application Architect, System Architect, Integration Architect, Data Architect, Sharing and Visibility Architect, or B2C Solution Architect strongly preferred.  

Our Hybrid Workplace 

Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments.   

Protiviti is not registered to hire or employ personnel in the following states –  West Virginia, Alaska. 

Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.

$178,000.00 - $302,000.00

Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.

16%

The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.

$206,480.00 - $350,320.00

Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year.

Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf.

Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.

Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran

As part of Protiviti’s employment process, any offer of employment is contingent upon successful completion of a background check.

Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to [email protected] or call 1.855.744.6947 for assistance.

In your email please include the following:

• The specific accommodation requested to complete the employment application.

• The location(s) (city, state) to which you would like to apply.

For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Protiviti is not registered to hire or employ personnel in the following states – West Virginia, Alaska.

Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

JOB LOCATION

NY PRO NEW YORK CITY