About Solvit At Solvit , you'll join a small, senior team helping professional services firms run their businesses more effectively on Salesforce. Our clients include consultancies, agencies, systems integrators, engineering and advisory practices, and other organizations that sell their people's time and expertise. We work across the full services lifecycle, from pipeline and quoting through resourcing, delivery, time and expense, billing, and revenue recognition, with Professional Services Automation at the center through Kantata SX and Certinia PS Cloud. As an Anthropic partner, we're also bringing agentic work into real client delivery through Agentforce, Claude-based agents, Solvit's own agentic products, and AI-assisted tools for our practice. Based in Dover, New Hampshire, Solvit offers the opportunity to do meaningful, practical work with experienced teammates who value clear communication, sound judgment, and building the right thing the right way. This is a full-time, salaried role reporting to the VP of Operations. To support a strong onboarding experience, the first 30 days are onsite five days per week. After that, the role offers a hybrid schedule with at least two days per week in Solvit's Dover, NH office, remote work on the remaining days, and occasional travel to client sites. Relocation assistance is not available for this position. Our company is not able to provide sponsorship to candidates wanting to work legally in the United States and needing an H1-B Visa. Job Summary The Senior Professional Services Salesforce Consultant is Solvit's hands-on senior delivery lead for clients that are professional services firms. The role designs, configures, and delivers Salesforce and PSA solutions (Kantata SX, Certinia PS Cloud) and agentic solutions (Agentforce and Claude-based agents in client orgs, and Solvit's own agentic products); supports the front end of the business by scoping, estimating, and demonstrating solutions during pre-sales; and carries a portfolio of Amplify managed-service clients after go-live. It is a client-facing, billable role that owns the technical outcome on its engagements and the adoption of what it builds. Job duties Delivery (post-sales) Lead requirements and design sessions with client stakeholders; translate Salesforce and professional services operations (resourcing, time and expense, project accounting, revenue recognition, utilization and margin, period close, quote-to-cash) into Salesforce and PSA design. Configure and deliver Salesforce and PSA solutions on

Kantata SX and Certinia PS Cloud:

data model, Flow-first automation, security model, reports and dashboards, integrations with ERP, accounting, and HR systems, data migration. Implement agentic solutions as a hands-on builder: Agentforce agents (topics, actions, Prompt Builder), Claude-based agents and MCP integrations in client orgs, and deployments of Solvit's own agentic products; run evaluation cycles, guardrail and permission reviews, and adoption measurement for deployed agents. Build test plans, run UAT with the client, and own defect resolution through go-live and hypercare. Create training content and train client users and administrators; drive adoption after go-live. Document solutions so the client's operations team and Solvit's Amplify team can own them. Pre-sales support Participate in discovery calls with prospects; scope and estimate work as input to PSQuote and SOWs. Build and deliver demos and proofs of concept, including agentic demos; contribute solution sections to proposals. Pre-sales work is unbilled and is a duty of the role, not an add-on. Amplify managed services Carry a portfolio of Amplify managed-service clients: own their backlog, enhancements, release readiness, and administration of their orgs (users, security, automation upkeep, data quality). Resolve support tickets within Solvit's service levels. Practice Mentor PS Consultants and Associates; review their configuration and designs. Maintain current Salesforce, PSA, Agentforce, and Anthropic certifications and share what you learn with the team. Manage engagement work in Jira and keep solution documentation in Confluence; use Solvit's AI-assisted delivery tooling. Contribute estimate actuals and reusable patterns back to the practice. Performance expectations Billed utilization This is a billable delivery role.

Target:

70% or more of available hours billed to client engagements. Required qualifications 5+ years of hands-on Salesforce implementation experience, at least 2 of them as the lead consultant on client engagements.

Professional services domain fluency:

you have implemented or run resourcing, time and expense, project accounting, revenue recognition, or utilization reporting for a services business. Salesforce certifications, current: Salesforce Certified Administrator, Salesforce Certified Platform App Builder, and one of Salesforce Certified Agentforce Sales Consultant or Agentforce Service Consultant (the renamed Sales Cloud / Service Cloud Consultant credentials).

Flow-first automation:

you build in Flow and have retired Process Builder and Workflow Rules for clients. Complex Flows don't scare you. Hands-on experience building and deploying at least one agentic or AI solution (Agentforce agents, Claude-based agents or MCP integrations, or comparable), with Claude experience preferred.

Pre-sales aptitude:

comfortable scoping and estimating work and demonstrating solutions to prospects.

Integration literacy:

REST APIs, middleware patterns, Data Loader, and connectivity to ERP and accounting systems.

Systems and tools:

proficient with Jira (required; Solvit's ticket and work management system) and Confluence; comfortable working in a Windows / Microsoft 365 environment (Outlook, Teams, SharePoint, Excel). Excellent written and spoken communication with client executives, operations staff, and developers. Comfortable balancing several engagements and a managed-services portfolio at once. Bachelor's degree or equivalent experience. Candidates must be free from any employment restrictions, such as a non-compete agreement, that would prevent them from performing the responsibilities of this role. Successful completion of a background check. Preferred qualifications Hands-on PSA implementation experience on Kantata SX (or Kimble) or Certinia PS Cloud, or comparable: strongly preferred; Certinia PS Cloud experience is a particular plus. Hands-on Agentforce build experience (Agent Builder, topics, actions, Prompt Builder) and experience integrating Claude or other LLMs via MCP. Salesforce Certified Advanced Administrator. Salesforce Certified Agentforce Specialist, or attained within 6 months of hire.

Claude Certified Architect:

Foundations (CCAF) or

Claude Certified Developer:

Foundations (Anthropic / Pearson Claude Certification Program), or attained within 6 months of hire; Solvit provides Anthropic Academy training. Kantata SX certifications (Essentials, Administration Foundations) or Certinia PSA Implementation Consultant / PSA Sysadmin certification. Working knowledge of Data Cloud and Revenue Management (quote-to-cash: CPQ, PSQuote, Revenue Cloud). MuleSoft a plus. Experience carrying managed-services or support clients alongside project work. Experience mentoring junior consultants.

Pay:

$115,000.00 - $155,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance Application Question(s): Do you have 5+ years of hands-on Salesforce implementation experience with at least 2 of them as the lead consultant on client engagement? Have you implemented or run resourcing, time and expense, project accounting, revenue recognition, or utilization reporting for a services business? Do you have current Salesforce certifications including Salesforce Certified Administrator, Salesforce Certified Platform App Builder, and one of Salesforce Certified Agentforce Sales Consultant or Agentforce Service Consultant? Do you have hands-on experience building and deploying at least one agentic or AI solution (Agentforce agents, Claude-based agents or MCP integrations, or comparable), with Claude experience preferred.

Work Location:

Hybrid remote in Dover, NH 03820