Salesforce Program Architect

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

Experience with professional solution-selling OR pre-sales in a similar role that requires business process analysis and technical proposal writing

Experience with configuration and implementation of the Salesforce platform offerings

Experience with industry standard market research, sales strategies, negotiating, and software demonstrations

Bachelor’s degree or higher from an accredited university and/or equivalent experience

Ability to preserve confidential and sensitive customer and company information

Willingness to travel up to 25% on occasion