Job Description

About Us

First impressions matter. TaskRay is on a mission to ensure businesses get off to a great start with a flawless customer experience once the opportunity is marked Closed Won. TaskRay is the leader in post-sale work management in the Salesforce ecosystem. We help companies make the transition from sales to customer success frictionless, driving greater efficiencies and creating unmatched customer experiences – all within Salesforce.

Culture is at the heart of TaskRay. We look for team members who share our values and bring them to life in their own ways. If these resonate with you, TaskRay could be the place for you:

Connection. Cultivate authentic connections with customers, partners, and each other. We believe in a customer-first mindset across everything we do, continuously learning and focusing on the ‘We’ rather than the ‘I’.

Integrity. We are transparent, sharing information and feedback freely. We infuse every action with honesty, fairness, and respect for customers and colleagues alike. We do the right thing, even when no one is watching.

Hunger. We have high expectations and expect high performance of ourselves and our teams. We constantly look to innovate and improve, unleashing our creativity and persistence to find solutions and deliver exceptional results.

Thrive. We love what we do and bring our best selves to work every day. We show up as real human beings who speak from the heart, value others’ contributions and invest in each other’s growth.

The Role

The Solutions Consultant II ensures the ongoing success of TaskRay prospects and customers, primarily in the large market and enterprise segments, by delivering both pre-sale solutioning and hands-on implementation services. In this role, you will partner closely with sales, implementation, product, customer success, and SI partners to ensure successful communication, delivery, and adoption of TaskRay. This role blends Salesforce technical expertise with business analysis skills and excels at understanding business processes, translating requests into scalable designs, and building best-practice solutions.

What you'll do:

Implementation & Post-Sale Delivery (80%)

• Partner effectively with enterprise-level customer teams, processes, and roles
• Lead discovery sessions; organize and document requirements; define user stories; and translate stories into a delivery (build) plan
• Design customer implementations and service offerings, advising customers on setup, best practices, and technical tasks
• Configure TaskRay and build custom configurations to meet customer needs
• Own testing and deployment of work (or provide support when owned by the customer)
• Create test scripts and support UAT processes
• Collaborate with SI partners during discovery, design, and build to maintain alignment with broader Salesforce implementation projects
• Run solo projects or work alongside a PM on larger, more complex implementations
• Coordinate with internal teams (AE, AM, CSM, Product, Support) and serve as the primary technical resource for the Onboarding Project Manager when paired
• Support the design and build of add-on solutions to the TaskRay application
• Ensure implementations are completed effectively and set up the CSM for successful end-user training prior to go-live

Pre-Sale Solutioning (20%)

• Lead customized product demos and technical calls to guide prospects through product and technical understanding (supporting the sales motion owned by the AE)
• Support the selling AE with technical assistance, demo org configuration, RFPs, security questionnaires, and other product/technical materials
• Write Statements of Work and/or Design Documents that define implementation scope and outline how TaskRay may be used alongside other Salesforce applications
• Perform hands-on solution design and create clear, scalable design documentation
• Create and lead prospect trials and proof-of-concepts, guiding prospects to validate concepts and achieve trial goals

What you bring to the table:

• 5+ years experience solutioning and building on the Salesforce platform
• 3+ years of experience in a Salesforce solutions consulting role supporting large market or enterprise-level B2B clients
• Expertise in Salesforce configuration, including automation and Flow
• Experience configuring multiple Salesforce applications beyond core Sales Cloud
• A passion for learning new software and acting as a technical evangelist
• Ability to balance multiple implementations, business process consulting, and project management responsibilities for 10+ clients simultaneously
• Ability to engage effectively with stakeholders at all levels—from technical teams to C-suite executives
• Understanding of enterprise B2B buying processes
• Strong ability to balance technical terminology with business acumen
• Salesforce certifications: Admin, Advanced Admin, Platform App Builder, Business Analyst (or actively working toward additional certifications)
• Willingness to travel ~15%

Compensation

Cash compensation for this role is commensurate with experience. Estimated total on target earnings range is between $121,000-$142,000 annually; comprised of an annual salary between $112,000-$132,000 per year and additional uncapped variable compensation between $9,000-$10,000 per year.

Additionally, TaskRay offers highly competitive non-cash compensation including: 

• Medical, dental and vision benefits
• Flexible PTO
• Every other Friday off
• 12 weeks paid family and medical leave, 16 weeks for birthing people
• Vacation bonuses 
• Anniversary bonuses
• Company-paid life insurance 
• 401k matching
• Cell phone reimbursement stipend
• Employee Assistance Program

Location

This position is hybrid ( Colorado only ).

While TaskRay has a physical office in the Denver area, we’ve always been proud of our hybrid approach to the work environment, even pre-pandemic. We expect this role to be in-office ~2 days per week.

Additionally, this role may require up to 15% travel.

We value diversity, equity, and belonging

At TaskRay, we celebrate differences and believe diverse teams create better solutions and stronger connections. We’re committed to providing equal employment opportunities to all qualified applicants regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, pregnancy, genetic information, veteran status, or any other status protected by law. If you need accommodations during the application or interview process, please let us know. And if you meet most but not all of the qualifications, we encourage you to apply—we’d love to hear from you.

 

Application Deadline
This position will remain posted through January 16, 2025, and may be extended until the role is filled.

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Job Tags

Full time, Work at office, Flexible hours, 2 days per week,

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