Lead client workshops and discovery to map current/future-state processes, translate business needs into functional requirements and user stories, and produce clear process documentation. Partner with technical leads to hand off specs, use AI tools to accelerate deliverables, and travel onsite several times per quarter to support workshops and key milestones.

Lead client-facing discovery and facilitation for Salesforce-based quote-to-cash transformations. Run workshops, map journeys, document current/future states, produce user stories and functional specs, and partner with technical leads. Travel onsite a few times per quarter and contribute to internal playbooks and delivery assets.

The Sales Director role involves leading the sales process, managing accounts, and collaborating with internal teams to drive sales success in the Salesforce ecosystem.