Salesforce Lead - Indiana

Description · Company Description · The Vertex Companies, LLC (VERTEX) is a global $150M professional services firm that offers integrated forensic consulting, expert witness services, construction project advisory, and compliance and regulatory consulting to a myriad of markets ...

Job description

Description
Company Description

The Vertex Companies, LLC (VERTEX) is a global $150M professional services firm that offers integrated forensic consulting, expert witness services, construction project advisory, and compliance and regulatory consulting to a myriad of markets and industries. Our brand purpose is to better outcomes for our clients, colleagues, and communities. Join us if you are looking for a career that offers you a chance to love what you do, continuously learn, and take pride in your work.

Job Description
The Salesforce Lead is a strategic, process-oriented leader responsible for driving adoption, effective use, and continuous improvement of the Salesforce platform across the organization. This role partners closely with business stakeholders and IT to deliver high-impact training, improve user engagement, and identify opportunities to enhance processes, reporting, and governance. The ideal candidate brings deep Salesforce expertise, a client-focused mindset, and the ability to translate complex systems into practical, value-driven solutions

Core Responsibilities

Business Development, Leadership, & Strategic Planning

• Serve as a strategic partner to internal stakeholders by identifying opportunities to improve Salesforce adoption, usability, and overall business value.
• Analyze current-state usage to identify gaps, underutilized functionality, and opportunities for process improvement.
• Develop and communicate a clear roadmap for Salesforce enablement aligned with business development, marketing, and operational objectives.
• Maintain awareness of industry, technology, and Salesforce platform trends to inform future-state recommendations.
• Influence and align stakeholders across functions by tailoring messaging to varying levels of technical understanding.
• Support change management and transformation initiatives related to Salesforce enhancements and new capabilities.

Operations

• Design, develop, and deliver Salesforce training programs for small groups, large teams, and functional verticals.
• Create and maintain recorded and on-demand training resources to support ongoing learning and onboarding.
• Provide continuing education to users related to new Salesforce initiatives, feature releases, and technical updates.
• Manage the Salesforce inbox as a primary point of escalation for user requests and issues.
• Establish and maintain inbox best practices, including service-level expectations, intake processes, and decision frameworks.
• Use insights from inbox activity to identify systemic issues, training needs, access gaps, or process improvements.
• Train end users to self-serve within Salesforce, coordinating with IT and Salesforce administrators to align on capabilities and next steps.
• Develop and distribute reports, insights, and recommendations based on internal data and external research.
• Support policy and process development related to Salesforce usage, governance, and evaluation.

Qualifications & Competencies

• Bachelor's degree in Business, Marketing, or a related field.
• 8+ years of experience in consulting or related professional services environments, with extensive Salesforce experience.
• Proven ability to lead cross-functional initiatives and influence stakeholders without direct authority.
• Demonstrated experience delivering training and enablement programs to audiences at multiple organizational levels.
• Strong judgment, discretion, and attention to detail in handling sensitive data and stakeholder requests.

Knowledge & Skills

• Deep understanding of Salesforce functionality, reporting, and user enablement best practices.
• Strong process-mapping skills with the ability to identify gaps in capabilities, understanding, and execution.
• Excellent written and verbal communication skills, with the ability to adjust messaging based on audience needs.
• Experience developing training materials, presentations, and documentation for both live and on-demand delivery.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced, stakeholder-driven environment.
• Familiarity with change management principles and transformation communications preferred.
• Experience working in professional services, consulting, regulated, matrixed, or growth-oriented organizations preferred.

Additional Information

The annualized base salary range for this role is $120k to $140k.

At VERTEX, we invest in top talent with a highly competitive total compensation package designed to reward performance and support long-term success. Total compensation includes a base salary and a performance-based discretionary bonus program. Our comprehensive benefits package offers multiple healthcare and dental plan options, as well as company-paid Life Insurance, Short-Term Disability, and Long-Term Disability coverage—ensuring peace of mind for you and your family.

We offer a 401(k) plan with immediate matching and full vesting, empowering employees to build financial security from day one. Additional benefits include Flexible Spending Accounts, a robust Employee Assistance Program, and a suite of exclusive perks that enhance everyday life.

Time away matters—so we provide a generous paid time off program, including vacation, sick time, and paid holidays (with prorated options for eligible part-time employees).

At VERTEX, growth never stops. Our signature "Lifetime of Learning" program offers tuition reimbursement and personalized support for employees pursuing advanced education—helping you sharpen your skills and accelerate your career.

Notice to Third Party Agencies:

Please note that The Vertex Companies employs a fully staffed recruiting team. We do not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Agreement, VERTEX will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, VERTEX explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of VERTEX.