Salesforce Consultant

The Salesforce Solutions Consultant designs, configures, and delivers Salesforce solutions that solve client business challenges. This hands-on role blends technical expertise with consultative skills, driving execution through configuration, client collaboration, UAT support, and contribution to best practices. Ideal candidates are strong in declarative Salesforce, comfortable with technical concepts, and able to bridge both business and technical conversations.

KEY RESPONSIBILITIES

Solution Design & Configuration

• Translate business requirements into user stories and scalable Salesforce solution designs.
• Configure Salesforce objects, fields, flows, record-triggered automations, page layouts, and reports.
• Leverage deep knowledge of Sales Cloud and Service Cloud processes (sales cycles, case management, knowledge base, entitlements, omni-channel, etc.) to advise clients.
• Must have experience with creating reports & dashboards in Salesforce
• Ensure all solutions follow Salesforce best practices, are scalable, and minimize technical debt.
• Implement solutions that are sustainable and maintainable, supporting future enhancements and scaling needs.
• Design and implement integrations, data models, and extensions in collaboration with developers

Delivery Execution

• Participate in Agile ceremonies (sprint planning, backlog grooming, demos, retrospectives) to align delivery and priorities.
• Support QA and UAT cycles, perform defect triage, and manage go-live readiness.
• Prepare release notes, solution documentation, and enablement materials.

Client & Stakeholder Engagement

• Facilitate workshops, clarify edge cases, and present solution demos and walkthroughs.
• Collaborate with client product owners, delivery leads, and project managers to ensure alignment on priorities and timelines.
• Identify risks, dependencies, or design gaps and escalate proactively to project leadership.

Knowledge Sharing & Practice Development

• Collaborate with peers, deliver internal training, develop reusable content and share learnings from projects.
• Participate in Salesforce release readiness reviews and evaluate new platform features for adoption.

What Success Looks Like

Success in this role is defined by the ability to:

• Deliver high-quality Salesforce solutions that meet or exceed client expectations, on time and on budget and stay within the scope of the SOW.
• Build trusted relationships with clients and delivery teams by demonstrating solution expertise and execution reliability.
• We are a consulting company, so it is imperative to be able to simultaneously work across multiple Salesforce engagements at the same time.
• Show learning agility, quickly adapting to new Salesforce features and client contexts.
• Collaborate effectively across technical and business teams with clear communication and influence.

Requirements:

• 10+ years of experience in software development life cycle, with 5+ years on the Salesforce platform
• Sales cloud or service cloud consultant certification required
• Experience in a consulting environment with SOW based engagements
• In-depth expertise in Sales, and Service Cloud use cases, other clouds is a nice to have
• Proven experience with full lifecycle Salesforce implementations, including configuration and “low-code” automation
• Hands-on experience designing and configuring Salesforce solutions across multiple clouds
• Hands-on experience in designing Salesforce integrations using middleware (such as MuleSoft, TIBCO, Dell Boomi, or similar)
• Strong communication, facilitation, and presentation skills
• Experience working in agile delivery environments
• Exposure to specialized Salesforce offerings (Health Cloud, Manufacturing Cloud, CPQ/Revenue Cloud, Field Service)
• Bachelor’s degree in Computer Science, Engineering, or related field