Guide clients through the implementation of Salesforce solutions.
Serves as the technical advisor for Salesforce projects onsite at client locations.
Translates business requirements into well-architected solutions that best leverage the Salesforce platforms and products.
Provide detailed level of effort estimates for proposed solutions.
Articulate the benefits and risks to a solution’s feasibility and functionality.
Design elegant, innovative Salesforce solutions involving configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality.
Draft custom development specifications and manage the delivery and testing of the functionality by Development resource.
Provide hands-on, expert-level technical assistance to developers.
Design and manage the execution of test plans to ensure a quality solution is delivered.
Follow and understand new Salesforce product and technical capabilities resulting from product releases and acquisitions.
Provide expertise during sales efforts to estimate the technical level of effort.
Participate in marketing events (e.g. sales meetings).
Collaboration with Project Manager to facilitate stakeholder expectations, identify project issues, risks and present alternatives to alleviate or resolve those issues.

7+ years of CRM process design and implementation experience.
Proven expertise in leveraging Salesforce Field Service to design and optimize end-to-end field service workflows.
Minimum 3 years of Salesforce platform experience.
Proven ability to design and optimize business processes and consider integrations across disparate systems.
Excellent client-facing written and oral communications skills.
Knowledge of tools/applications such as Excel, Data Loader used for analysis and processing data.
Exposure to enterprise integration tools and extract, transformation, and load (ETL) tools.
Hands-on experience with Salesforce CPQ and/or Agent force Revenue Management is strongly preferred.

Senior Salesforce Solution Consultant

Key skills