Conduct stakeholder discovery across technical and business teams to identify, quantify, and document the value of enterprise Salesforce solutions. Create ROI analyses, executive-ready value reports, presentations, and customer success materials. Partner with sales, customer success, solutions consulting, and marketing teams to support renewals, expansions, executive reviews, and strategic opportunities while recommending additional ways customers can improve Salesforce governance, security, compliance, resilience, and productivity.
We are looking for a fractional, client-facing Business Value Consultant to help customers and prospects understand and document the measurable value created by enterprise Salesforce solutions.
This consultant will conduct thoughtful discovery with business and technical stakeholders, identify operational and strategic outcomes, and turn those findings into clear, executive-ready value reports. The role covers Salesforce operations broadly, including data protection, security, audit readiness, compliance, release processes, governance, and overall platform reliability—not solely DevOps.
What You’ll Do- Interview customer stakeholders across IT, Salesforce, security, compliance, operations, and business leadership.
- Understand the customer’s initial challenges, current workflows, risks, and business priorities.
- Identify and quantify outcomes such as time savings, reduced operational effort, lower risk, stronger compliance readiness, improved data resilience, faster recovery, better governance, and increased Salesforce-team productivity.
- Translate technical capabilities and customer usage into credible business-value stories.
- Create concise customer value reports, ROI summaries, executive presentations, and inputs for customer success stories.
- Partner with customer success, sales, solutions consulting, and marketing teams to support renewals, expansions, executive business reviews, and strategic sales opportunities.
- Recommend additional opportunities for customers to realize more value from their Salesforce environment.
RequirementsWhat We’re Looking For
- Experience in value consulting, management consulting, customer success, enterprise SaaS consulting, or business transformation.
- Strong familiarity with the Salesforce ecosystem and how Salesforce teams operate.
- Working knowledge of Salesforce data backup and recovery, security, audit trails, compliance, governance, and release/change-management practices.
- Ability to speak credibly with both technical practitioners and executive stakeholders.
- Experience building ROI analyses, value assessments, business cases, customer success stories, or executive reports.
- Excellent discovery, interviewing, analysis, writing, and presentation skills.
- Strong judgment: you distinguish verified customer outcomes from assumptions and document methodology clearly.
- Availability for flexible, project-based customer engagements across North American time zones.
Similar Jobs
.png)
Healthtech • Pharmaceutical • Telehealth
Provides empathetic, accurate support to telehealth patients through email, phone, chat, and internal platforms. Assists with onboarding, accounts, orders, shipments, billing, treatment offerings, and troubleshooting. Documents interactions, follows patient safety and confidentiality procedures, escalates clinical or technical issues, and meets quality and productivity goals. Identifies recurring concerns, shares feedback, collaborates cross-functionally, and participates in training and continuous improvement within a high-volume, metrics-driven environment.
Top Skills:
Ai Knowledge BasesEmailLive ChatMobile AppsZendesk
7 Minutes Ago
Easy Apply
Easy Apply
Healthtech • Pharmaceutical • Telehealth
Provides empathetic, non-clinical support to telehealth patients and providers. Responsibilities include answering patient questions, managing EHR messages, investigating care issues, coordinating with pharmacies and insurers, assisting with benefits verification and prior authorizations, and communicating actionable next steps. The role also identifies workflow improvements, supports operational initiatives, and works toward service and quality metrics in a remote, asynchronous environment.
Top Skills:
Ai-Based ToolingElectronic Medical Records (Ehr)Google WorkspaceLlm-Based Message SystemsSlack
Cloud • Information Technology • Security • Software • Cybersecurity
Lead complex technical programs involving cloud infrastructure, data center migrations, new cloud environments, and internal services. Define project charters, plans, milestones, and deliverables; coordinate infrastructure, networking, security, engineering, and cloud operations teams; manage risks and dependencies; establish governance and process improvements; and provide executive reporting. Maintain accurate data across Jira, Confluence, dashboards, spreadsheets, and other operational systems.
Top Skills:
Ai ToolsCloud InfrastructureCloud ServicesComputer NetworkingConfluenceDashboardsData Center OperationsDod Il5Fedramp HighIso 27001JIRAServer InfrastructureSpreadsheets
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
