Who are we?

Sweep is an AI-powered visual workspace for Salesforce and HubSpot that drives speed and control with real-time documentation, data quality engines, and process optimization agents. Using our intuitive platform, teams can build custom CRM functionality such as smart automation, Slack alerts, dashboards, and more in a fraction of the time without compromising the development quality.

What will you do at Sweep?

We’re looking for a hands-on, Salesforce Consultant to join our New York team, combining customer success responsibilities with technical solution consulting. In this role, you will:

• Serve as a primary point of contact for customers, providing expert support for Sweep and Salesforce-related inquiries.

• Assist customers with Sweep and Salesforce configurations, data model optimization, workflows, and Sweep best practices.

• Deliver onboarding sessions, workshops, and ongoing training to empower customers and ensure successful adoption.

• Diagnose, troubleshoot, and resolve technical issues while ensuring high levels of customer satisfaction.

• Identify opportunities to improve internal processes and contribute to our growing support and solutions operations.

• Manage support tickets, ensuring timely follow-ups, accurate documentation, and alignment with SLAs.

• Collaborate closely with Product, Engineering, and RevOps teams to resolve complex issues and share customer feedback.

• Maintain and expand our knowledge base, FAQs, and support documentation.

• Support pre-sales processes by participating in discovery calls, demos, and technical deep-dives to assess customer needs and advise on CRM and Sweep implementation strategies.

What We're Looking For

• 5+ years of experience as a Salesforce Admin or Salesforce Consultant in a SaaS or technology-driven company.

• Strong hands-on experience with Salesforce configuration, workflows, data models, and reporting.

• Ability to diagnose technical issues and translate complex concepts to non-technical users.

• Experience supporting SaaS products, preferably in CRM/RevOps domains.

• Strong communication skills with the ability to confidently lead customer conversations across both post and pre-sales stages, including consultative engagements, technical support, and sales discussions.

• Collaborative mindset with a proactive, solutions-oriented approach.

Sweep offers a competitive compensation package, including salary and equity components. Actual compensation is determined based on factors such as the candidate's skills, qualifications, and experience. In addition, Sweep provides a comprehensive and inclusive benefits package, which includes: healthcare, dental, vision, a 401(k) plan with matching contributions, flexible paid time off, team outings and more!

This is a hybrid position based in our New York City office, offering flexibility while ensuring in-person collaboration with our team.

The OTE for this Salesforce Consultant role is $110,000–$135,000 per year.

About Sweep

As a fast-growing, venture-backed startup, we are proud to be supported by top investors like Insight Partners and Bessemer Venture Partners. With teams in New York, Portugal, and Tel Aviv, we are a passionate, success-driven group that thrives on collaboration and innovation.

Join us to be part of a dynamic, people-first community where we tackle complex challenges, take smart risks, and celebrate each other's successes. Learn more about our mission and culture on our About page https://www.sweep.io/about.