Teams at Traction Rec

Lead Salesforce implementation projects by gathering requirements, designing and configuring solutions, integrating third-party products, managing data migration, testing, deployment, training, and documentation. Advise clients on business process improvements, security, reports, dashboards, and environment management. Apply AI tools such as Claude and Agentforce to accelerate discovery, documentation, solution design, and delivery. The role also supports post-go-live customers and requires unrestricted travel within Canada and the United States.

Leads pre-sales discovery, solution design, technical requirements, demos, proofs of concept, RFPs, and statements of work for Salesforce and Traction Rec solutions. Partners with sales, services, product, support, and engagement teams to guide customers through digital transformation, adoption, migration, and long-term success. Advises stakeholders and executives, improves pre-sales processes, and travels to clients and events in Canada and the United States.

Drives outbound pipeline generation by researching target accounts, creating personalized multi-channel outreach, managing prospecting sequences, and booking qualified meetings. Collaborates with Account Executives and Marketing on outbound strategies and account-based marketing across nonprofit and recreation verticals. Engages senior decision-makers, logs prospecting activity, and may attend industry events. The role offers growth opportunities within a collaborative SaaS sales environment.