Sercante
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As the Salesforce Change Lead, you will be the heartbeat of digital transformation, ensuring that when we deploy powerful Salesforce solutions, the people behind them are ready to thrive. You are more than a change project manager; you are about guiding organizations through the complex cultural and operational shifts necessary for true innovation. We are looking for a strategic partner who can blend deep empathy with rigorous methodology to turn resistance into enthusiastic adoption.
What You Bring
- 7+ years of proven success in leading change management and organizational transformation for technology implementations.
- A deep understanding of Salesforce and CRM ecosystems (you know the tech enough to bridge the gap for users). Marketing Automation Platform experience is a plus.
- Mastery in facilitation, confident in leading workshops, training sessions, and stakeholder interviews.
- Strategic vision to define success metrics and the ability to interpret data to prove adoption ROI.
- Exceptional communication skills, capable of influencing everyone from C-suite executives to daily end-users.
- Proficiency in program design, instructional design, content and course development, and multiple forms of media development and deployment.
- Agility to manage multiple high-profile projects simultaneously without losing focus on the details.
A Day-in-the-Life
- Craft tailored change enablement strategies that align with client business goals and culture.
- Serve as a trusted advisor to clients, helping them navigate the "people side" of technical change.
- Facilitate dynamic user training sessions and workshops that empower teams to embrace new tools.
- Analyze key performance indicators (adoption rates, engagement) to refine strategies and demonstrate impact.
- Mentor internal Sercante teams on change best practices to elevate our collective delivery.
- Advance our reputation as industry leaders in Change by developing innovative new offerings that will enhance our toolkits and cement our status as trusted, best-in-class partners to our clients.
- Champion thought leadership by contributing to blogs, events, and industry discussions.
What Success Looks Like
- Within 3 months, you have built strong relationships with key stakeholders and conducted readiness assessments for your initial portfolio of clients.
- Within 6 months, you have successfully guided a major client through a "go-live" event, achieving high user proficiency and adoption targets.
- Within 1 year, you have contributed significant assets to the Sercante change management toolkit, helping us scale our practice efficiency.
Our Culture
At Sercante, we value passion, self-motivation, and a collaborative spirit. Our ideal team member is curious, detail-oriented, and committed to continuous learning. They excel in remote environments, are proactive problem-solvers, and embody these key qualities:
- Lifelong learner with a passion for diving deep into details.
- Self-driven and thrives in dynamic, ambiguous situations.
- Organized and deadline-oriented with a strong sense of ownership.
- Effective delegator who empowers team members.
- Resourceful and able to find solutions through research.
- Curious and adaptable to new challenges and opportunities.
- Embraces remote work and aligns with our core values.
- Thoughtful communicator who clarifies client needs before proceeding.
The Trilliad Agreement
If you want to be part of building a truly great growth company—and if you want to help cultivate a culture that is differentiated and that creates value for customers and colleagues alike—then you might be a fit for Trilliad.
Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show-up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do.
When you show up in this way—bringing your best and living our Leadership Principles—you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive.
A workplace where we grow:
- You’ll stretch your skills and shape your career through work that pushes boundaries and raises the bar.
- You’ll have access to world-class training and development.
- You’ll have the clarity and tools to deliver results that matter.
A workplace where we connect:
- You’ll be guided by leaders who are worth following.
- You’ll build relationships that go beyond the job.
- You’ll be invited to offer thoughtful feedback, and when you do your voice will be heard.
A workplace where we thrive:
- Great results will be recognized and celebrated.
- You’ll work in an environment with teammates who have your back.
- You’ll receive competitive pay and benefits that recognize your impact and support you inside and outside of work.
About Trilliad
Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.
At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed.
Ready to apply?
Apply to Sercante
You are the engine that turns complex data strategies into high-performing reality. As our Data Cloud Developer, you won’t just execute tasks; you’ll build the technical foundation that allows our clients to finally see a 360-degree view of their customers. We need your hands-on expertise to bridge the gap between architectural blueprints and live, scalable solutions that drive massive business impact.
What You Bring
- Technical Experience: 5+ years of proven success in Salesforce development and implementation, with a deep technical focus on Salesforce Data Cloud.
- Data Expertise: Hands-on mastery of data modeling within the Salesforce ecosystem, including DMO/DLO mapping and identity resolution rulesets.
- Integration Skills: Technical proficiency in SQL and Data Ingestion, with experience connecting Data Cloud to external platforms like Snowflake, BigQuery, or Amazon S3.
- Automation Mastery: Strong command of Salesforce automation, specifically using Flow and Apex to trigger actions based on unified profile changes.
- Problem Solving: A track record of technical problem-solving, with the ability to debug complex data streams and transformation logic independently.
- Credentials: Relevant certifications, such as Salesforce Data Cloud Consultant or Salesforce Strategy Designer, paired with a solid understanding of the Data Cloud lifecycle.
A Day-in-the-Life
- Build and configure end-to-end Data Cloud solutions, from initial data-stream ingestion to final activation of segments.
- Transform raw data into actionable insights by writing calculated insights and mapping complex data schemas with precision.
- Collaborate closely with Architects to translate high-level solution designs into functional technical requirements and clean code.
- Own the technical health of the platform, ensuring data refreshes are seamless and identity resolution is performing at its peak.
- Develop powerful activations that push unified data to Marketing Cloud, Sales Cloud, or external endpoints to trigger real-time customer journeys.
- Stay ahead of the curve by experimenting with the latest Data Cloud releases (like Data Spaces or AI-driven features) to keep our clients at the cutting edge.
What Success Looks Like
- Successfully integrated into assigned client projects and are consistently hitting your billable targets.
- Execute technical builds for Data Cloud implementations, ensuring 100% data accuracy and seamless system integration.
- Become a "go-to" technical expert for complex Data Cloud troubleshooting, recognized for your ability to turn messy data into a unified, high-value asset.
How You’ll Do It
Because how we do things matters just as much as what we do at Sercante, our Leadership Principles should act as a compass directing the everyday behavior of every teammate across the organization:
- Growth Obsessed. For our business, our clients, and ourselves.
- Business is Personal. Cultivate relationships. Make space for connection. Care about each other.
- Strategy Without Execution Is Just Dreaming. Hope is not a strategy. Vision matters—so does execution.
- Be One Team. No lone wolves. Have each other’s backs and help each other out.
- Raise The Bar. Good is the enemy of great. Better never stops. Be a Difference-Maker.
- Confusion Is a Choice. Stay curious—Seek to understand. Share context—seek to be understood.
- The Journey Matters. Meaningful work takes time. Be patient. Think: the next 90 days and the next 10 years.
- Create Client Value. Become irreplaceable.
- Lighten-Up. Humor and laughter deepen bonds.
- Tighten-Up. Focus, discipline, and rigor count.
- You Have the Ball. Be accountable. Take action. Go the distance.
- Run Towards Problems. We don’t sweep things under the rug. Symptoms signal deeper causes. Find the root.
- Have the Hard Conversation. Be direct and empathetic. Speak the truth, kindly. Feedback is a gift.
- Celebrate Results. Make recognizing greatness a habit.
- Think “We” Not “Me.” Prioritize what’s best for the business, the team, and the journey.
The Trilliad Agreement
If you want to be part of building a truly great growth company—and if you want to help cultivate a culture that is differentiated and that creates value for customers and colleagues alike—then you might be a fit for Trilliad.
Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show-up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do.
When you show up in this way—bringing your best and living our Leadership Principles—you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive.
A workplace where we grow:
- You’ll stretch your skills and shape your career through work that pushes boundaries and raises the bar.
- You’ll have access to world-class training and development.
- You’ll have the clarity and tools to deliver results that matter.
A workplace where we connect:
- You’ll be guided by leaders who are worth following.
- You’ll build relationships that go beyond the job.
- You’ll be invited to offer thoughtful feedback, and when you do your voice will be heard.
A workplace where we thrive:
- Great results will be recognized and celebrated.
- You’ll work in an environment with teammates who have your back.
- You’ll receive competitive pay and benefits that recognize your impact and support you inside and outside of work.
About Trilliad
Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.
At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed.
Ready to apply?
Apply to Sercante
Remote Position – Any Location in the US/Canada with Great Wifi Works!
As a Strategy Consultant at Sercante, you are the architect of digital transformation. You occupy the vital space between a client’s high-level business goals and their technical reality, reporting directly to the Strategy Director. This isn't about delivering abstract ideas; it’s about transforming fragmented marketing efforts into cohesive, multi-cloud roadmaps that drive measurable ROI. If you thrive on uncovering a client’s "why" and designing the future of AI-driven marketing for enterprise brands, we want to talk.
What You Bring
- Strategic Tenure: 7+ years of professional consulting experience, with a proven track record (3+ years) specifically in digital or marketing strategy.
- The "Vision Map" Methodology: Mastery in building multi-year roadmaps that align Salesforce and Martech investments with high-level business KPIs.
- Martech Fluency: The ability to perform objective platform comparisons and guide clients through complex tool selection and consolidation.
- Advanced Journey Design: Experience moving beyond basic flows to design sophisticated, data-driven, omni-channel customer experiences.
- Practical AI Advisory: A clear perspective on how to integrate automation and Generative AI into marketing workflows to create tangible efficiency.
A Day-in-the-Life
- Discovery & Diagnosis: Leading deep-dive sessions to uncover pain points and define a client’s strategic North Star.
- Roadmap Architecture: Designing comprehensive "Vision Maps" that sequence implementations for maximum business impact and scalability.
- Optimization Audits: Identifying friction in the customer lifecycle and proposing data-backed solutions to improve conversion and retention.
- Technical Collaboration: Partnering with Technical Architects to ensure your strategic designs are feasible within the Salesforce ecosystem.
- Executive Communication: Authoring compelling strategy decks and AI readiness assessments that simplify complex digital shifts for stakeholders.
- Workshop Facilitation: Owning the delivery of high-impact sessions that align cross-functional client teams toward a singular goal.
What Success Looks Like
- At 6 Months: You have successfully delivered 5+ strategic roadmaps and maintained a consistent 75% billable utilization.
- At 12 Months: You have become the "Trusted Advisor" for 3+ anchor accounts, where your strategic vision has naturally led to successful "Phase 2" expansions.
How You’ll Do It
Because how we do things matters just as much as what we do at Sercante, our Leadership Principles should act as a compass directing the everyday behavior of every teammate across the organization:
- Growth Obsessed. For our business, our clients, and our selves.
- Business is Personal. Cultivate relationships. Make space for connection. Care about each other.
- Strategy Without Execution Is Just Dreaming .Hope is not a strategy. Vision matters—so does execution.
- Be One Team. No lone wolves. Have each other’s back and help each other out.
- Raise The Bar. Good is the enemy of great. Better never stops. Be a Difference-Maker.
- Confusion Is a Choice. Stay curious—Seek to understand. Share context—seek to be understood.
- The Journey Matters. Meaningful work takes time. Be patient. Think: the next 90 days and the next 10 years.
- Create Client Value. Become irreplaceable.
- Lighten-Up. Humor and laughter deepen bonds.
- Tighten-Up. Focus, discipline, and rigor count.
- You Have the Ball. Be accountable. Take action. Go the distance.
- Run Towards Problems. We don’t sweep things under the rug. Symptoms signal deeper causes. Find the root.
- Have the Hard Conversation. Be direct and empathetic. Speak the truth, kindly. Feedback is a gift.
- Celebrate Results. Make recognizing greatness a habit.
- Think “We” Not “Me.” Prioritize what’s best for the business, the team, and the journey.
The Trilliad Agreement
If you want to be part of building a truly great growth company—and if you want to help cultivate a culture that is differentiated and that creates value for customers and colleagues alike—then you might be a fit for Trilliad.
Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show-up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do.
When you show up in this way—bringing your best and living our Leadership Principles—you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive.
A workplace where we grow:
- You’ll stretch your skills and shape your career through work that pushes boundaries and raises the bar.
- You’ll have access to world-class training and development.
- You’ll have the clarity and tools to deliver results that matter.
A workplace where we connect:
- You’ll be guided by leaders who are worth following.
- You’ll build relationships that go beyond the job.
- You’ll be invited to offer thoughtful feedback, and when you do your voice will be heard.
A workplace where we thrive:
- Great results will be recognized and celebrated.
- You’ll work in an environment with teammates who have your back.
- You’ll receive competitive pay and benefits that recognize your impact and support you inside and outside of work.
About Trilliad
Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.
At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed.
Ready to apply?
Apply to Sercante
Engagement Strategist - Marketing Cloud Account Engagement
Share this job
You are the bridge between a client’s vision and their marketing automation reality. As an Engagement Strategist - Marketing Cloud Account Engagement (MCAE), you aren’t just checking boxes; you’re the trusted advisor who translates business goals into smart MCAE/Pardot solutions. We lead the way in marketing innovation, and we need you to own the relationship and ensure our clients are getting the absolute most out of their automation investment.
What You Bring
- 5+ years of experience in a consultant or strategist-level role within the Salesforce ecosystem or a similar marketing automation space.
- Proven success navigating and configuring Salesforce Marketing Cloud Account Engagement (Pardot) to solve real-world marketing and sales alignment problems.
- Hands-on experience building, testing, and deploying solutions (Engagement Studio, automation rules, and grading/scoring) that meet complex client needs.
- A track record of translating high-level business requirements into clear, technical roadmaps while managing timelines.
- The ability to break down "tech-speak" into digestible training and documentation for stakeholders and end-users.
- Experience coordinating work with internal teams and contractors to deliver projects efficiently.
A Day-in-the-Life
- Guide the client relationship by acting as a proactive partner and primary advisor for their marketing automation strategy and execution.
- Translate client business objectives into technical requirements, ensuring every automated journey we build has a clear purpose.
- Build and configure solutions within Account Engagement to automate lead flow, nurture prospects, and improve marketing ROI.
- Collaborate as a core member of a project team to lead marketing automation deliverables, while supporting the project lead with execution, coordination, and client-facing activities.
- Lead business process reviews to uncover marketing pain points and design the future state of a client’s automation environment.
- Empower client teams by leading training sessions and creating documentation that makes complex marketing workflows feel simple.
- Collaborate with the broader Sercante team to peer-review solutions and share knowledge that levels up the entire agency.
What Success Looks Like
- Within 90 days, you have built a deep rapport with your initial clients and are confidently managing their project deliverables and roadmaps.
- By month 6, you have successfully delivered multiple projects on time, resulting in measurable improvements in client platform adoption.
- Within your first year, you are recognized as an indispensable extension of the client’s team, driving retention and identifying new opportunities for their growth.
Our Culture
At Sercante, we value passion, self-motivation, and a collaborative spirit. Our ideal team member is curious, detail-oriented, and committed to continuous learning. They excel in remote environments, are proactive problem-solvers, and embody these key qualities:
- Lifelong learner with a passion for diving deep into details.
- Self-driven and thrives in dynamic, ambiguous situations.
- Organized and deadline-oriented with a strong sense of ownership.
- Effective delegator who empowers team members.
- Resourceful and able to find solutions through research.
- Curious and adaptable to new challenges and opportunities.
- Embraces remote work and aligns with our core values.
- Thoughtful communicator who clarifies client needs before proceeding.
The Trilliad Agreement
If you want to be part of building a truly great growth company—and if you want to help cultivate a culture that is differentiated and that creates value for customers and colleagues alike—then you might be a fit for Trilliad.
Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show-up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do.
When you show up in this way—bringing your best and living our Leadership Principles—you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive.
A workplace where we grow:
- You’ll stretch your skills and shape your career through work that pushes boundaries and raises the bar.
- You’ll have access to world-class training and development.
- You’ll have the clarity and tools to deliver results that matter.
A workplace where we connect:
- You’ll be guided by leaders who are worth following.
- You’ll build relationships that go beyond the job.
- You’ll be invited to offer thoughtful feedback, and when you do your voice will be heard.
A workplace where we thrive:
- Great results will be recognized and celebrated.
- You’ll work in an environment with teammates who have your back.
- You’ll receive competitive pay and benefits that recognize your impact and support you inside and outside of work.
About Trilliad
Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.
At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed.
Ready to apply?
Apply to Sercante
Collecting all the brightest minds
As a proud Salesforce Summit partner with a global footprint, we’re busting at the seams with the most talented people in the industry. And we aren’t finished. Our laser focus is on growth. The most important ingredient in that is awesome people like you.
The Sercante team
Our team includes strategic leaders and Salesforce pros who come to us ready to spread their wings along with hungry rookies seeking real-world XP. They’re always striving for greater things, solving monster problems, and dishing out high fives when the job is done. The best part (besides those IRL meetups where we learn each other’s actual heights) is getting those customer love notes that bring the ultimate satisfaction.
Join our talent community
Think you’ve got what it takes to join this party?
We’re picking players with ideas as fresh as our sweet team jackets.
The Trilliad Agreement
If you want to be part of building a truly great growth company—and if you want to help cultivate a culture that is differentiated and that creates value for customers and colleagues alike—then you might be a fit for Trilliad.
Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show-up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do.
When you show up in this way—bringing your best and living our Leadership Principles—you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive.
A workplace where we grow:
- You’ll stretch your skills and shape your career through work that pushes boundaries and raises the bar.
- You’ll have access to world-class training and development.
- You’ll have the clarity and tools to deliver results that matter.
A workplace where we connect:
- You’ll be guided by leaders who are worth following.
- You’ll build relationships that go beyond the job.
- You’ll be invited to offer thoughtful feedback, and when you do your voice will be heard.
A workplace where we thrive:
- Great results will be recognized and celebrated.
- You’ll work in an environment with teammates who have your back.
- You’ll receive competitive pay and benefits that recognize your impact and support you inside and outside of work.
About Trilliad
Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.
At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed.
Ready to apply?
Apply to Sercante
Remote Position – Any Location in the U.S, Canada or the U.K.. with Great Wifi Works!
You are the bridge between a client’s vision and their Salesforce reality. As an Engagement Strategist (Core), you aren’t just checking boxes; you’re the trusted advisor who translates business goals into smart Sales and Service Cloud solutions. We lead the way in Salesforce innovation, and we need you to own the relationship and ensure our clients are getting the absolute most out of their platform investment.
What You Bring
- 5+ years of experience in a consultant or strategist-level role within the Salesforce ecosystem or a similar marketing automation/CRM space.
- Proven success navigating and configuring Sales Cloud and Service Cloud to solve real-world business problems.
- Hands-on experience building, testing, and deploying declarative solutions (Flows, system configurations) that meet complex client needs.
- A track record of translating high-level business requirements into clear, technical roadmaps while managing timelines.
- The ability to break down "tech-speak" into digestible training and documentation for stakeholders and end-users.
- Experience coordinating work with internal teams and contractors to deliver projects efficiently.
A Day-in-the-Life
- Guide the client relationship by acting as a proactive partner and primary advisor for their Salesforce strategy and execution.
- Translate client business objectives into technical requirements, ensuring every solution we build has a clear purpose.
- Build and configure declarative solutions within Sales and Service clouds to automate workflows and improve efficiency.
- Collaborate as a core member of a project team to lead CRM and declarative solution deliverables, while supporting the project lead with system execution, coordination, and client-facing activities.
- Lead business process reviews to uncover pain points and design the future state of a client’s environment.
- Empower client teams by leading training sessions and creating documentation that makes the complex feel simple.
- Collaborate with the broader Sercante team to peer-review solutions and share knowledge that levels up the entire agency.
What Success Looks Like
- Within 90 days, you have built deep rapport with your initial clients and are confidently managing their project deliverables and roadmaps.
- By month 6, you have successfully delivered multiple projects on time, resulting in measurable improvements in client platform adoption.
- Within your first year, you are recognized as an indispensable extension of the client’s team, driving retention and identifying new opportunities for their growth.
Our Culture
At Sercante, we value passion, self-motivation, and a collaborative spirit. Our ideal team member is curious, detail-oriented, and committed to continuous learning. They excel in remote environments, are proactive problem-solvers, and embody these key qualities:
- Lifelong learner with a passion for diving deep into details.
- Self-driven and thrives in dynamic, ambiguous situations.
- Organized and deadline-oriented with a strong sense of ownership.
- Effective delegator who empowers team members.
- Resourceful and able to find solutions through research.
- Curious and adaptable to new challenges and opportunities.
- Embraces remote work and aligns with our core values.
- Thoughtful communicator who clarifies client needs before proceeding.
The Trilliad Agreement
If you want to be part of building a truly great growth company—and if you want to help cultivate a culture that is differentiated and that creates value for customers and colleagues alike—then you might be a fit for Trilliad.
Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show-up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do.
When you show up in this way—bringing your best and living our Leadership Principles—you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive.
A workplace where we grow:
- You’ll stretch your skills and shape your career through work that pushes boundaries and raises the bar.
- You’ll have access to world-class training and development.
- You’ll have the clarity and tools to deliver results that matter.
A workplace where we connect:
- You’ll be guided by leaders who are worth following.
- You’ll build relationships that go beyond the job.
- You’ll be invited to offer thoughtful feedback, and when you do your voice will be heard.
A workplace where we thrive:
- Great results will be recognized and celebrated.
- You’ll work in an environment with teammates who have your back.
- You’ll receive competitive pay and benefits that recognize your impact and support you inside and outside of work.
About Trilliad
Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.
At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed.
Ready to apply?
Apply to Sercante