Salesforce Consultant

Crowe Advisory LLC•Dallas, TX

4d•$79,100 - $156,600•Hybrid

About The Position

As a Salesforce Consultant at Crowe, you will bridge business problems and technical solutions for clients. You will engage directly with customers to understand their needs, design custom solutions, and deliver and implement practical solutions, providing consultative advice on industry best practices. The role includes supporting pre-sales work, requirements gathering, solution design, and project implementation, with oversight from Solution Architects or Senior Consultants as needed. As you develop, you may lead smaller projects from end to end with oversight. Crowe consultants are expected to continue developing technical and transferable skills, think critically, collaborate across teams, and use technology—including emerging AI capabilities—to improve efficiency, insights, and client outcomes. The role also involves growing ownership of client relationships, contributing to account strategy, and building trusted partnerships while ensuring delivery excellence. The position is hybrid and requires a minimum of 20% travel.

Requirements

At least 2 years of experience on the Salesforce platform.
Competency and experience with Salesforce core products.
Experience managing and delivering multiple projects simultaneously.
Strong written and verbal communication skills, with the ability to work cross-functionally and communicate with people at all organizational levels, including clients and prospects.
Detail-oriented, enthusiastic self-starter able to work independently and in a team environment.
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%.

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 environments to develop solutions and scopes of work.
Work with internal and client-facing stakeholders to capture business needs, define requirements, and outline affected business processes.
Assist in solutioning clear and 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 in creating solution design documentation, including user stories and acceptance criteria, entity relationship diagrams, data dictionaries, current and future state process flows, wireframes, and mockups.
Use Salesforce declarative functionality and Crowe best practices to build solutions and complete assigned project actions.
Perform quality assurance on completed work, compile change sets for deployment, and help build client documentation.
As experience grows, lead smaller projects end to end with oversight from a Solution Architect or Senior Consultant.
Log time daily for client and project reporting needs.