Salesforce Certified Consultant

Summary 

The role of the Salesforce Consultant is to design, implement, and optimize Salesforce solutions that align with business objectives. This role partners with stakeholders to translate requirements into scalable CRM solutions while leading automation, process improvement, and integration initiatives. Success requires strong Salesforce expertise, analytical problem-solving skills, and the ability to deliver high-impact solutions in a fast-paced environment.

We're anticipating future openings and are connecting now with great talent who'd like to be considered when the time comes.  

Responsibilities 

 

• Design, implement, operate, and integrate Salesforce solutions to improve business processes, scalability, and operational efficiency 

• Serve as a trusted advisor, providing expert guidance on Salesforce administration, configuration, and implementation best practices 

• Lead Salesforce automation initiatives using Flows and declarative tools to streamline workflows and optimize system performance 

• Partner with business stakeholders to gather requirements, lead process discovery sessions, and deliver tailored, scalable CRM solutions 

• Proactively identify project risks, dependencies, and system limitations, recommending alternative approaches and mitigation strategies 

• Support the overall health and governance of the Salesforce environment, including release management, system upgrades, and ongoing optimization 

• Oversee Salesforce reporting and analytics efforts, developing dashboards, reports, and performance insights to support business decision-making 

• Define, implement, and enforce Salesforce data management, quality, and governance standards 

• Perform advanced Salesforce administrative functions, including user access, security, workflows, Process Builder, and Flow configurations 

• Collaborate closely with Sales, Marketing, and cross-functional teams to improve adoption, performance, and CRM-driven insights 

• Design and implement end-to-end business processes for supported teams 

• Support and manage integrations between Salesforce and enterprise applications using approved integration patterns 

• Provide responsive, solution-oriented support to users and stakeholders, including troubleshooting and issue resolution 

 

Qualifications 

 

• 5+ years of hands-on Salesforce administration and implementation experience, preferably in B2B environments 

• Minimum of 4 active Salesforce certifications, such as Salesforce Certified Administrator, Business Analyst, Platform App Builder (Consultant certifications strongly preferred) 

• Strong expertise in Salesforce configuration, automation tools, and platform capabilities 

• Proven experience designing CRM processes and translating business requirements into scalable technical solutions 

• 4+ years of experience implementing Salesforce platforms, including but not limited to Sales Cloud and Service Cloud 

• 3+ years of Salesforce development or technical customization experience 

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