IFI Professionals · 22 hours ago
Salesforce Consultant Remote
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AccountingConsulting
No H1B
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Responsibilities
Install and configure our proprietary Salesforce packages to meet client requirements.
Customize Salesforce solutions using Flow for automation and basic configurations.
Configure and customize Salesforce features such as objects, fields, page layouts, validation rules, metadata settings, and other system components to meet client requirements.
Serve as the main contact for clients during implementations, gathering requirements and translating them into Salesforce solutions.
Provide training and support for clients using the installed packages effectively.
Ensure clients are fully prepared for go-live and post-live processes.
Provide feedback and insights to the internal team on client experiences with the packages.
Suggest and document improvements to streamline installation, configuration, and usability.
Build and customize reports and dashboards to deliver actionable insights to clients.
Identify and recommend enhancements to optimize system functionality.
Qualification
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Required
3+ years of Salesforce experience or equivalent hands-on experience
Proficiency in Salesforce Flow with a foundational understanding of Apex, VF, and LWC to support and guide improvements
Salesforce Platform App Builder certification or equivalent experience
Familiarity with deploying and supporting proprietary Salesforce packages
Strong communication skills to work effectively with both clients and internal teams
Ability to document and suggest meaningful improvements to enhance system packages
Problem-solving and multitasking skills in a fast-paced environment
Bachelor’s degree or equivalent work experience
Demonstrated experience in deploying and configuring Salesforce packages and workflows
Proven ability to gather and incorporate client feedback to improve solutions
Preferred
Additional certifications (e.g., Salesforce Developer I, Application Architect)
Experience with Sage Intacct or other accounting systems
Company
IFI Professionals
IFI Professionals is an outsourced accounting and business transformation consulting company.
Funding
Current Stage
Early StageCompany data provided by crunchbase