HipTen - Salesforce Consultant

JobRack
$5,000 - $7,000Remote

About The Position

We're HipTen, a boutique Salesforce consulting firm that specialises in helping insurance companies across the US get the most out of their CRM systems. Our clients range from growing agencies with 50 employees to established firms with 500+ staff, and they trust us to deliver solutions that genuinely improve how they work. We pride ourselves on being technical enough to solve complex problems, but personable enough to explain everything in plain English. We're a close-knit group that values collaboration, curiosity, and doing great work without the ego. We celebrate when our clients succeed, we support each other when projects get challenging, and we're always looking to grow and improve. If you're looking for a place where your technical skills and people skills both matter equally, you'll fit right in! We're looking for a Salesforce Consultant who can be the bridge between our insurance clients and our technical team. You'll be the trusted advisor who helps clients articulate what they need, then translates that into practical Salesforce solutions that actually work. This isn't a behind-the-scenes role - you'll be front and centre, leading conversations, presenting designs, and building relationships.

Requirements

  • 3-5 years of hands-on Salesforce implementation experience
  • Experience working across multiple different Salesforce environments (not just one company or customer)
  • Background working for smaller boutique agencies where you've juggled multiple projects simultaneously
  • Strong technical understanding - whether that's from being a Salesforce admin, developer, or consultant
  • Proven client-facing experience, comfortable leading virtual meetings and building rapport
  • Ability to create documentation like user stories, design documents, data models, and data flow diagrams

Nice To Haves

  • Insurance or financial services industry experience
  • Previous technical experience with other software products before Salesforce (other CRMs, software development, web development, marketing technology)
  • Solution architect background

Responsibilities

  • Conduct requirements gathering sessions with customers, document their needs, create user stories and design documents
  • Create prototypes to show customers before development begins
  • Conduct demos of work completed by the development team and collect feedback
  • Assist during UAT to ensure everything works as expected
  • Train customers on new functionality and help them get comfortable with the system
  • Assist with data imports and migrations

Benefits

  • $5,000-7,000 per month based on experience and skill level. Exceptional candidates may be offered above the stated range.
  • Full-time & fully remote
  • 28 days time off per year
  • Laptop and computer equipment provided
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