Senior Salesforce Consultant

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Senior Salesforce Consultant

Job Description

The senior consultant serves as the project lead, business analyst, and Salesforce functional expert on implementation and support projects.  They are responsible for gathering requirements, guiding the client to the right solution, and leading the design and configuration.  Consultants can also serve as the interface between our clients and our developers for any projects requiring coding or custom integrations.  On certain engagements, senior consultants serve as the project lead providing oversight for the project team, managing escalations and risks, and owning the customer relationship.

The Senior Salesforce Consultant will work on a large range of projects from six-week engagements with grassroots nonprofits to enterprise-sized implementations.

In this role, you will:

  • Build relationships with clients

  • Lead kickoffs and client engagement calls

  • Gather requirements in the form of user stories

  • Determine and document solution designs

  • Manage client expectations throughout a project

  • Configure Salesforce per client requirements

  • Write test scripts and guide clients through testing process

  • Train client admins and end-users on how to use (and administer) Salesforce

  • Work independently on smaller projects and as part of a team on larger implementations

  • Assist in pre-sales scoping and discovery

Desired Skills and Experience:

  • 4+ years of Salesforce consulting experience

  • Requirements gathering, process mapping, and business analysis

  • Strong communication and client-management skills

  • Salesforce solution design

  • Salesforce configuration & declarative development

    • Custom Objects & Fields

    • Automation (Validation Rules, Approval Processes, Flows)

    • Configuration of AppExchange Products

    • Security Model (Profiles, Permission Sets, Roles, OWD, Sharing Rules, Apex-Managed Sharing)

    • User Interface (Lightning Pages, Quick Actions, List Views)

    • Reports & Dashboards

    • Data Loader

  • Testing (Test Plans, Test Scripts)

  • Training (End-user training, Administrator training)

  • Works well in a team environment with minimal supervision

  • Salesforce Certifications

    • Administrator

    • App Builder

    • Service Cloud Consultant

    • Experience Cloud Consultant

  • Experience with Nonprofits, Higher Education, and/or Service Cloud a plus!

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Salary Range: $100k – $140k base salary + 10% on target bonus.

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