Salesforce Consultant

• Collaborate directly with clients to understand their business needs, processes, and challenges.
• Confidently provide accurate information in response to client questions.
• Provide expert guidance on Salesforce best practices, features, and capabilities.
• Conduct in-depth requirement gathering sessions and produce documentation of functional and technical needs.
• Translate business requirements into well-architected solutions that best leverage the Salesforce platform, including Sales Cloud, Service Cloud, Marketing Cloud, and other Salesforce products.
• Configure Salesforce objects, fields, validation rules, flows, and other components to meet requirements.
• Ensure that all configurations and customizations adhere to Salesforce best practices and data security standards.
• Conduct user training sessions and provide hands-on support to ensure user adoption and proficiency.
• Develop training materials, guides, and support documentation for end-users.
• Provide ongoing support and troubleshoot issues as they arise.
• Work closely with project managers, internal developers, and clients to ensure timely project delivery.
• Communicate project status, issues, and risks effectively internally and to clients.
• Stay up-to-date with Salesforce releases, new features, and industry best practices.
• Evaluate Salesforce configuration and usage and make recommendations for improvement.

• 3+ years of experience working as a Salesforce Consultant at a small/medium sized consulting firm and having worked on 10+ projects across multiple clients.
• 3+ years of hands-on Salesforce Administration experience.
• Proven experience with Salesforce configuration, customization, and data management.
• Experience building complex Flows
• Understanding of Apex and Lightning Web Component capabilities and use cases.
• Certifications: Salesforce Administrator, Salesforce Platform App Builder, and/or Salesforce Consultant certifications preferred.
• Bachelor’s degree in Information Technology, Business, or related field (or equivalent experience)., * Strong leadership skills and ability to independently run meetings with a group of people.
• Strong understanding of Salesforce platform features, capabilities, and limitations.
• Excellent problem-solving skills and ability to translate business needs into technical solutions.
• Expertise in handling data, generating insights, and optimizing the use of Salesforce for reporting purposes
• Proficient in data migration, reporting, and dashboard creation within Salesforce.
• Ability to manage multiple projects and priorities in a fast-paced environment.
• Strong communication skills for effectively interacting with stakeholders and end-users.
• Consulting and Project Management experience using both waterfall and agile methodologies
• Strong public speaking skills and ease with unscripted presentations
• Proficient with Google Workspace, Excel, and Jira
• Must be able to take ownership of 5+ small projects or 2+ larger ones.

Preferred Qualifications

• Familiarity with Agile/Scrum methodologies.
• Experience with supporting Salesforce products (e.g., Tableau, MuleSoft, Agentforce).
• Experience with integrations concepts and tools
• Background in a particular industry (e.g., healthcare, finance) and understanding of industry-specific requirements.

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance