What We Believe

At Saasinct, we have an unwavering commitment to diversity and inclusion because everyone deserves to feel valued and accepted at their place of work. Not only is this commitment fundamental to our culture and core values, it makes us more creative and innovative and provides our clients and those we serve in our community with a better experience than they could have otherwise. Everyone at Saasinct shares the responsibility to create, sustain, and celebrate a culture of mutual respect where equal employment and learning opportunities are available to all teammates and candidates.

Equal Employment Opportunity Statement
Saasinct is an Equal Opportunity Employer. We believe that no one should face discrimination because of their differences. Employment decisions at Saasinct are based solely on our business needs, job requirements, and individual qualifications without regard to age, race, creed, color, religion or belief, sex, national, social, or ethnic origin, physical, mental, or sensory disability, veteran status, sexual orientation, gender identity or expression, genetic information, marital, citizenship or any other status protected by the laws or regulations in the places we operate. If you’re great at what you do and committed to the success of your team and customers, then please come exactly as you are.

Working at Saasinct
Our team is our best resource. We believe that a career should be fun, challenging, fulfilling, and constantly developing. We love what we do and we want our company to foster a family feeling where everyone is supported and valued, provided with resources, mentorship, and opportunity to pursue continual learnng and career development. Our customers love what we do -- empowering them to become more tech saavy. To stay true to our mission of creating intelligently designed solutions to our client's business and technical complexities, we will continue to enhance our team with caring, bright, and driven individuals that share our vision and values.

Saasinct is both a registered Salesforce Implementation Partner and Managed Services Provider. We're also woman-owned business that embraces diversity and inclusion, education, and access to career development. Join us and grow your career!

Salesforce Engagement Lead

Remote

Full Time

Delivery

Experienced

Salesforce Engagement Lead.

About Saasinct

Saasinct is a woman-owned business that embraces equality, diversity, inclusion, education, and access to career development. As an East Coast-based Salesforce implementation partner, we serve Financial Services organizations, including Capital Markets, Wealth & Asset Management, and Private Equity.

We empower these organizations to become more tech-savvy and strategically aligned through Salesforce. We provide our customers with a unique combination of consulting and education, illustrating what a fully integrated technology stack can look like with Salesforce at the center. We win when we earn the trust and ongoing partnership of our clients, and we do that by continually finding better ways to collaborate within the Financial Services ecosystem.

Role Overview

Saasinct is seeking a Salesforce Engagement Lead to own the success of client engagements across delivery, relationship, and outcomes.

This role is responsible for leading Salesforce implementations, guiding clients through complex decisions, and ensuring work is delivered with clarity, quality, and accountability.

You will operate in a growth-stage environment where structure is still evolving. We are looking for someone who brings organization, sound judgment, and a strong sense of ownership.

This is an opportunity to play a meaningful role in how we deliver, partner with clients, and continue to scale. This role is best suited for someone who prefers ownership and impact over rigid structure and clearly defined lanes.

What You’ll Be Doing

Engagement & Delivery

Own day-to-day delivery across Salesforce projects — tracking progress, managing tasks, and keeping teams aligned
Lead weekly client status calls, internal standups, and working sessions
Own project plans, timelines, and budget tracking
Manage scope changes, identify risks early, and adjust plans as needed
Ensure deliverables are clear, complete, and aligned to client expectations

Serve as the Client Lead

Act as the primary point of contact for your clients
Prepare for and lead client meetings with clear agendas and next steps
Translate business needs into actionable work for the team
Handle challenges directly — navigating misalignment, pushback, or changing priorities

Account Growth & Partnership

Stay close to client goals and identify where additional support may be needed
Partner internally to expand accounts based on outcomes and trust
Contribute to long-term client relationships, not just immediate delivery

What You Bring

3–7+ years of Salesforce consulting experience
Experience working with Financial Services clients (Capital Markets, Wealth, or Private Equity)
Strong project management and delivery discipline
Clear, professional communication and client presence
Ability to operate without heavy structure and drive work forward

You are someone who:

Takes ownership and follows through
Communicates clearly and calmly
Enjoys working with small, collaborative teams
Looks for ways to improve how things are done

Nice to Have

Salesforce certifications (Admin, Consultant)
Experience with Financial Services Cloud
Project management certifications

Grow With Us

Be part of a growing Salesforce partner where your work and ideas directly impact our trajectory
Help shape how we serve clients and show up in the Salesforce ecosystem
Gain meaningful exposure to leadership and company strategy
Take real ownership in a collaborative, people-centered team
Competitive compensation with performance-based incentives
Health, dental, and vision coverage & 401(k) match
Salesforce certification support and professional development

Eligibility Requirements

Location: Remote (US)
Experience: Prior Salesforce ecosystem experience and Financial Services exposure (Capital Markets, Wealth & Asset Management, or Private Equity)

Must be a US citizen or permanent resident

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