[Remote] Salesforce Architect (ETM, Sales Planning, Crediting) | 6-Month Contract
Note: The job is a remote job and is open to candidates in USA. CloudGofer Inc is seeking a Salesforce Architect to redesign and stabilize Enterprise Territory Management (ETM) in a complex Salesforce organization. The role focuses on simplifying Salesforce, improving adoption and UI/UX, and aligning various sales processes across Salesforce and adjacent systems.
Responsibilities
ā¢ Architect ETM target state: territory hierarchy, account assignment, overlays, exceptions, and realignment cadence
ā¢ Define governance: change controls, effective dating, auditability, and operating rhythm for territory updates
ā¢ Align ETM with security and access: role hierarchy, sharing, Account/Opportunity Teams, forecasting visibility, and reporting
ā¢ Enable sales planning: territory design outputs, quota rollups, planning exports, and reconciliation controls
ā¢ Design opportunity splits and sales credit patterns: capture, validation, governance, and downstream reporting/integration
ā¢ Simplify Salesforce and drive adoption: streamline Lightning UX, reduce fields/validation burden, standardize workflows, define adoption KPIs and a feedback loop
ā¢ Integrate with other sales systems: define handoffs, error handling, monitoring, and data integrity for territory, quota, and crediting data flows
ā¢ Lead workshops and present options and recommendations to leadership; deliver a prioritized roadmap/backlog
Skills
ā¢ 8+ years Salesforce experience; 3+ years as an enterprise Architect
ā¢ Deep expertise in ETM and Salesforce security/visibility
ā¢ Hands-on experience with sales planning (territory and quota) and crediting concepts (opportunity splits, sales credit)
ā¢ Proven success simplifying a brownfield org with multiple integrations
ā¢ Strong stakeholder management and executive presentation skills
Company Overview
ā¢ CloudGofer is a boutique Salesforce consulting firm dedicated to empowering businesses with innovative solutions tailored to maximize their Salesforce investments. It was founded in 2000, and is headquartered in San Francisco, California, USA, with a workforce of 2-10 employees. Its website is https://www.cloudgofer.com.
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Responsibilities
ā¢ Architect ETM target state: territory hierarchy, account assignment, overlays, exceptions, and realignment cadence
ā¢ Define governance: change controls, effective dating, auditability, and operating rhythm for territory updates
ā¢ Align ETM with security and access: role hierarchy, sharing, Account/Opportunity Teams, forecasting visibility, and reporting
ā¢ Enable sales planning: territory design outputs, quota rollups, planning exports, and reconciliation controls
ā¢ Design opportunity splits and sales credit patterns: capture, validation, governance, and downstream reporting/integration
ā¢ Simplify Salesforce and drive adoption: streamline Lightning UX, reduce fields/validation burden, standardize workflows, define adoption KPIs and a feedback loop
ā¢ Integrate with other sales systems: define handoffs, error handling, monitoring, and data integrity for territory, quota, and crediting data flows
ā¢ Lead workshops and present options and recommendations to leadership; deliver a prioritized roadmap/backlog
Skills
ā¢ 8+ years Salesforce experience; 3+ years as an enterprise Architect
ā¢ Deep expertise in ETM and Salesforce security/visibility
ā¢ Hands-on experience with sales planning (territory and quota) and crediting concepts (opportunity splits, sales credit)
ā¢ Proven success simplifying a brownfield org with multiple integrations
ā¢ Strong stakeholder management and executive presentation skills
Company Overview
ā¢ CloudGofer is a boutique Salesforce consulting firm dedicated to empowering businesses with innovative solutions tailored to maximize their Salesforce investments. It was founded in 2000, and is headquartered in San Francisco, California, USA, with a workforce of 2-10 employees. Its website is https://www.cloudgofer.com.
Apply Now
Apply Now