Salesforce Client Lead

Omega CRM is a Merkle & Dentsu company, leader in the development of Customer Experience services, with over 20 years of experience in applying technology to marketing and fostering unique customer relationships focused on innovation. We are seeking a Client Lead to enhance interactions with our customers throughout their Customer Journey Map, aiming to increase satisfaction and loyalty.

The Client Lead manages client interactions across the Customer Journey, leveraging expertise in sales, lead generation, relationship building, and deal closing. They set sales targets, analyze performance data, and forecast future results to meet company goals. They also generate leads and nurture client relationships.

Additionally, they collaborate with project managers (PMs) to ensure project success and delivery quality, addressing potential gaps and proposing solutions to meet client and company expectations regarding quality and profitability.

Focus on continuously offering value to existing clients through consultancy and exploring future needs.

Lead negotiations, prepare and present commercial offers, and manage communication during presales, coordinating with other teams as necessary.

Share sales strategies and digital transformation roadmaps with PMs, especially when multiple PMs are involved.

Work with PMs and Delivery Managers (DMs) during project execution, attending demos and management meetings, and resolving client issues.

Negotiate scope expansions and monitor project progress for budget and timeline adherence.

Identify upselling and cross-selling opportunities, working post-project to evaluate success factors.

Lead project retrospectives, assess overall experience, and explore future developments.

Document success stories and distribute satisfaction surveys.

Maintain awareness of operational team members’ skills and motivations.

Assist in team allocation based on project needs and professional development, using workload tools and periodic meetings.

Communicate staffing needs to HR when necessary and contribute to meeting project deadlines, scope, and budgets.

Alert management to potential delivery issues and collaborate on risk mitigation plans.

Experience and Skills :

Experience with Salesforce ecosystem.

Minimum 6 years in business or technology consulting.

Previous project management experience.

Experience working on international projects.

Proficiency in English; additional European languages are a plus.

WHAT WE OFFER

Permanent contract.

Flexible schedule and support for work-life balance.

Certifications and professional development opportunities.

Home office options.

Flexible compensation benefits.

Health insurance.

Our commitment to social responsibility.

Growth opportunities within the company.

About us

Omega CRM, part of Merkle, is a global digital company dedicated to enhancing the Business Experience (BX) through customer-centric solutions, technology, data, and AI. As the leading Customer Experience Management (CXM) agency in Spain and part of dentsu, we provide integrated media, creative, content, technology, and strategy solutions to deliver measurable business impact.

With over 23 years of experience, a diverse team of 580+ professionals from 24 nationalities, and more than 2,500 certifications, Omega CRM is a recognized leader in the Salesforce ecosystem in Spain. We serve key industries including Retail, Healthcare, Pharma, Real Estate, Education, and Non-Profit, delivering omnichannel experiences across Customer Service, eCommerce, Marketing, and Analytics.

Our client satisfaction rating is 4.9 / 5, and we have received awards such as Salesforce Partner of the Year FY23 and Most Innovative Project (Iberia). We believe in growth through people, guided by our values : #Talent, #Flexibility, #Commitment, and #Innovation. We grow #Together.

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