Salesforce Consultant

Our primary motivation is our pride in our work. We believe in sustainable growth. We respect each other tremendously, and we value new and different opinions.

Join us. Learn with us. Teach us.

About Our Team:

We like to get our hands dirty. Our day is spent understanding our clients’ businesses as if they were our own. We go above and beyond to solve not only the challenges our clients articulate but also the longer-term needs we anticipate. Our solutions are simple. We find the simplest way of doing things to leave our clients with realistic processes, instrumentation, and know-how that will deliver against their revenue objectives.

Position Overview:

As a Salesforce Consultant, you’ll work directly with clients to assess their needs, design tailored Salesforce solutions, and ensure seamless implementation. This role is ideal for someone with a strong background in Salesforce configurations, automations, and data integrations who also has a passion for problem-solving and a client-focused approach. Working closely with engagement managers and other consultants, you’ll deliver high-quality solutions across a variety of industries, helping clients get the most out of their Salesforce investment.

Qualifications

• A bachelor’s degree in a related field such as Business, Finance, Operations, as well as Engineering degrees. We are looking for a diversity of backgrounds with strong foundation of analytical, logical, and organizational skills.
• Minimum of 2 years of experience as a RevOps professional, preferably experienced working with a US-based company.
• Fluent English communication skills both written and verbal.
• Strong work ethic with a consistent record of leading projects to success.
• 3-7+ years of Salesforce administration or consulting experience, preferably with exposure to US-based clients.
• Proven experience with Salesforce configuration, workflows, automations, and integrations. Salesforce Administrator or related certifications are highly preferred.
• Familiarity with Apex, Lightning, Flows, and third-party tools that integrate with Salesforce (e.g., HubSpot, Outreach, Marketo).
• Strong ability to translate business needs into technical solutions and troubleshoot complex issues.
• Excellent communication skills (written and verbal), client-facing professionalism, and a collaborative mindset.
• Ability to quickly adapt resources to changing project demands and address staffing challenges.
• Familiarity with RevOps functions to effectively evaluate candidate fit and align staffing to project requirements.
• Excellent communication and negotiation skills to manage resource needs.
• Strong organizational skills to handle multiple projects and meet staffing demands within timelines.

Roles and Responsibilities

• Client Collaboration: Partner with engagement managers to gather client requirements, conduct needs assessments, and propose Salesforce-based solutions.
• Salesforce Customization: Configure Salesforce environments, including creating workflows, automations, reports, and dashboards tailored to client needs.
• Data Management: Handle data migrations, clean-up, and integrations to ensure accuracy and consistency across Salesforce systems.
• Problem-Solving: Troubleshoot and resolve Salesforce-related issues, identifying gaps in workflows and recommending best practices.
• Project Execution: Manage task deadlines effectively while delivering high-quality solutions that align with client expectations.
• Training & Support: Provide guidance to end-users and stakeholders on Salesforce functionalities and best practices.
• Quality Assurance: Test all configurations and customizations to ensure solutions meet technical and business requirements.

About You:

• Loves Salesforce: You have a deep understanding of the Salesforce platform and take pride in leveraging its capabilities to solve complex business challenges.
• Thrives on Problem-Solving: Tackling new problems excites you, and you excel at breaking down issues into actionable solutions.
• Communicates Effectively: You can clearly articulate ideas to both technical and non-technical audiences, ensuring alignment and understanding.
• Is Detail-Oriented: You are meticulous in your work, ensuring accuracy and quality in every solution you deliver.
• Learns Quickly: You pick up new concepts, tools, and processes with ease and apply them effectively in a variety of contexts.
• Collaborates Naturally: You work well with clients and team members, building trust and maintaining a positive, solution-oriented approach.
• Holds Yourself to High Standards: You take pride in your work ethic, consistently striving for excellence and improvement.
• Adapts and Innovates: You’re comfortable in dynamic environments, excited by the opportunity to work with diverse industries and challenges.