MK Partners · 18 hours ago
Salesforce Consultant
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Responsibilities
Client Consultation & Requirements Gathering
Collaborate with clients to understand their business needs, processes, and challenges.
Conduct in-depth requirement gathering sessions and produce documentation of functional and technical needs.
Provide expert guidance on Salesforce best practices, features, and capabilities.
Solution Design & Development
Translate business requirements into well-architected solutions that best leverage the Salesforce platform.
Design custom solutions and integrations with third-party systems.
Create technical documentation, data models, and architectural designs.
Salesforce Configuration & Customization
Design and implement Salesforce solutions, including Sales Cloud, Service Cloud, Marketing Cloud, and other products.
Configure Salesforce applications to optimize business processes, automations, and user experience.
Customize Salesforce objects, fields, validation rules, flows, and other components.
Training & User Support
Conduct user training sessions and provide hands-on support to ensure user adoption and proficiency.
Develop training materials, guides, and support documentation for end-users.
Provide ongoing support and troubleshoot issues as they arise.
Project Management & Delivery
Work closely with project managers to ensure timely project delivery.
Communicate project status, issues, and risks effectively to stakeholders.
Ensure that all configurations and customizations adhere to Salesforce best practices and data security standards.
Continuous Improvement & Optimization
Stay up-to-date with Salesforce releases, new features, and industry best practices.
Recommend improvements to current systems and processes for optimal client satisfaction.
Conduct system health checks, optimize performance, and refine processes as needed.
Qualification
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Required
Bachelor’s degree in Information Technology, Business, or related field (or equivalent experience)
3+ years of experience working as a Salesforce Consultant at a small/medium sized consulting firm and having worked on 5+ projects across multiple clients
Proven experience with Salesforce configuration, customization, and data management
Experience building complex Flows
Understanding of Apex and Lightning Web Component capabilities and use cases
Salesforce Administrator, Salesforce Platform App Builder, and/or Salesforce Consultant certifications preferred
Strong understanding of Salesforce platform features, capabilities, and limitations
Excellent problem-solving skills and ability to translate business needs into technical solutions
Expertise in handling data, generating insights, and optimizing the use of Salesforce for reporting purposes
Proficient in data migration, reporting, and dashboard creation within Salesforce
Ability to manage multiple projects and priorities in a fast-paced environment
Strong communication skills for effectively interacting with stakeholders and end-users
Consulting and Project Management experience using both waterfall and agile methodologies
Strong public speaking skills and ease with unscripted presentations
Proficient with Google Workspace, Excel, and Jira
Must be able to take ownership of 5-6 small projects or 2-3 larger ones
Preferred
Familiarity with Agile/Scrum methodologies
Experience with supporting Salesforce products (e.g., Tableau, MuleSoft, Pardot)
Experience with integrations concepts and tools
Background in a particular industry (e.g., healthcare, finance) and understanding of industry-specific requirements
Benefits
Competitive salary and benefits package