Salesforce Consultant

Crowe•Chicago, IL

3d•Hybrid

About The Position

As a Salesforce Consultant at Crowe, you will help project teams bridge business problems and technical solutions for clients. You will engage with customers to understand their needs, design and implement custom solutions, and provide consultative advice on industry best practices. The role involves ongoing learning, collaboration across teams, critical thinking, and using technology—including emerging AI capabilities—to improve efficiency, insights, and client outcomes. As you develop, you will take greater ownership of client relationships, contribute to account strategy, and lead smaller projects from end to end with oversight from a Solution Architect or Senior Consultant. The position supports pre-sales scoping and project implementation. You will capture and document business, functional, and technical requirements; define affected business processes; contribute to cohesive scopes of work and solution designs; build solutions using Salesforce declarative functionality and Crowe best practices; and support quality assurance, deployment preparation, and client documentation. The role requires a minimum of 20% travel and is identified as hybrid.

Requirements

At least 2 years of experience on the Salesforce platform.
Competency and experience with Salesforce core products.
Experience managing and delivering multiple projects concurrently.
Strong written and verbal communication skills and ability to work cross-functionally with people at all levels of client and prospect organizations.
Detail-oriented, enthusiastic self-starter able to work independently and as part of a team.
Drive and desire to learn and grow technical and functional skills and expand knowledge of the Salesforce platform.
Positive-minded, solutions-oriented approach.
Ability to thrive in a fast-paced, high-growth, innovative environment.
Bachelor’s degree.
Ability to travel at least 20%.
Willingness to uphold Crowe’s values of Care, Trust, Courage, and Stewardship and to act ethically and with integrity.
Must verify identity and eligibility to work in the United States; Crowe is not sponsoring work authorization at this time.

Nice To Haves

Willingness to obtain Salesforce Administrator certification and one of the Consulting Cloud certifications.

Responsibilities

Support pre-sales scoping alongside a Solution Architect or Senior Consultant, as needed.
Document business, functional, and technical requirements in pre-sales settings to help develop solutions and scopes of work.
Work with internal and client-facing stakeholders to capture business needs, define requirements for scoped work, and outline affected business processes.
Assist in developing clear, cohesive scopes of work that meet business needs, with oversight from a Solution Architect or Senior Consultant.
Support project implementation and architectural design by solutioning and delivering assigned workstreams.
Assist with Solution Design Documentation, including user stories and acceptance criteria, entity relationship diagrams and data dictionaries, current- and future-state process flows, and wireframes and mockups.
Use Salesforce declarative functionality to build solutions and complete assigned project tasks using Salesforce and Crowe best practices.
Perform quality assurance on completed work, compile change sets for deployment, and help prepare client documentation.
As experience grows, lead smaller projects from end to end with oversight from a Solution Architect or Senior Consultant.
Log time daily for client and project reporting needs.
Travel at least 20% of the time.