FormativGroup ยท 3 days ago
Salesforce Certified Consultant
FormativGroup is a company that specializes in bridging the gap between business goals and modern platforms through technology. The Salesforce Consultant role involves designing, implementing, and optimizing Salesforce solutions to enhance business processes and operational efficiency, while collaborating with stakeholders to translate requirements into effective CRM solutions.
ConsultingIT ManagementService Industry
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
Qualification
Required
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
Proficiency with integration technologies such as Web Services, CastIron, or Boomi, and familiarity with enterprise integration patterns
Familiarity with ETL tools and data integration best practices
Strong analytical skills, attention to detail, and a creative, solution-oriented problem-solving mindset
Excellent written and verbal communication skills, including user training and support
Preferred
Experience with analytics and reporting tools such as Tableau or Salesforce Analytics Studio
Benefits
Medical
Dental
Vision
401(k)
Paid time off
Company
FormativGroup
FormativGroup is an IT services and consulting firm that helps companies build application solutions and establish dynamic workflows.
Funding
Current Stage
Growth StageCompany data provided by crunchbase