Solutions Consultant II jobs in United States
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TaskRay · 1 month ago

Solutions Consultant II

TaskRay is a leader in post-sale work management within the Salesforce ecosystem, dedicated to enhancing customer experiences. The Solutions Consultant II will ensure the success of prospects and customers through pre-sale solutioning and hands-on implementation services, working closely with various teams to deliver effective solutions.

AppsInformation TechnologyMobile Apps

Responsibilities

Partner effectively with enterprise-level customer teams, processes, and roles
Lead discovery sessions; organize and document requirements; define user stories; and translate stories into a delivery (build) plan
Design customer implementations and service offerings, advising customers on setup, best practices, and technical tasks
Configure TaskRay and build custom configurations to meet customer needs
Own testing and deployment of work (or provide support when owned by the customer)
Create test scripts and support UAT processes
Collaborate with SI partners during discovery, design, and build to maintain alignment with broader Salesforce implementation projects
Run solo projects or work alongside a PM on larger, more complex implementations
Coordinate with internal teams (AE, AM, CSM, Product, Support) and serve as the primary technical resource for the Onboarding Project Manager when paired
Support the design and build of add-on solutions to the TaskRay application
Ensure implementations are completed effectively and set up the CSM for successful end-user training prior to go-live
Lead customized product demos and technical calls to guide prospects through product and technical understanding (supporting the sales motion owned by the AE)
Support the selling AE with technical assistance, demo org configuration, RFPs, security questionnaires, and other product/technical materials
Write Statements of Work and/or Design Documents that define implementation scope and outline how TaskRay may be used alongside other Salesforce applications
Perform hands-on solution design and create clear, scalable design documentation
Create and lead prospect trials and proof-of-concepts, guiding prospects to validate concepts and achieve trial goals

Qualification

Salesforce platformSalesforce configurationBusiness analysisSalesforce certificationsProject managementTechnical evangelismStakeholder engagementB2B buying processes

Required

5+ years experience solutioning and building on the Salesforce platform
3+ years of experience in a Salesforce solutions consulting role supporting large market or enterprise-level B2B clients
Expertise in Salesforce configuration, including automation and Flow
Experience configuring multiple Salesforce applications beyond core Sales Cloud
A passion for learning new software and acting as a technical evangelist
Ability to balance multiple implementations, business process consulting, and project management responsibilities for 10+ clients simultaneously
Ability to engage effectively with stakeholders at all levels—from technical teams to C-suite executives
Understanding of enterprise B2B buying processes
Strong ability to balance technical terminology with business acumen
Salesforce certifications: Admin, Advanced Admin, Platform App Builder, Business Analyst (or actively working toward additional certifications)
Willingness to travel ~15%

Benefits

Medical, dental and vision benefits
Flexible PTO
Every other Friday off
12 weeks paid family and medical leave, 16 weeks for birthing people
Vacation bonuses
Anniversary bonuses
Company-paid life insurance
401k matching
Cell phone reimbursement stipend
Employee Assistance Program

Company

TaskRay

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TaskRay is the solution for on boarding customers at scale in Sales force. It is a sub-organization of Bracket Labs.

Funding

Current Stage
Growth Stage

Leadership Team

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Sam Swan
Chief Executive Officer
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Eric Lougher
COO/CFO
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Company data provided by crunchbase