Salesforce Consultant
About The Position
As a Salesforce Consultant at Crowe, you will bridge client business problems and technical solutions. You will work directly with customers to understand their needs, design and implement custom solutions, and provide consultative advice on industry best practices. The role includes participating in pre-sales scoping, documenting requirements, supporting solution design and project implementation, and delivering Salesforce solutions using declarative functionality and Crowe best practices. You will collaborate with stakeholders and architects, contribute to project quality assurance and client documentation, and, as you develop, lead smaller projects end to end with oversight from a Solution Architect or Senior Consultant. Consultants are expected to keep learning, use technology—including emerging AI capabilities—to improve efficiency and client outcomes, and develop client relationships and account leadership. 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.
- Bachelor's degree.
- 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.
- Ability to work independently and as part of a team.
- Detail-oriented, enthusiastic, self-starting approach.
- Positive, solutions-oriented outlook and ability to thrive in a fast-paced, high-growth, innovative environment.
- Willingness to learn and grow technical and functional skills and expand Salesforce platform knowledge.
- 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 to help develop solutions and scopes of work.
- Work with internal and client-facing stakeholders to capture business needs, define requirements, and identify affected business processes.
- Assist in developing cohesive scopes of work that meet business needs, with oversight from a Solution Architect or Senior Consultant.
- Solution and deliver assigned implementation workstreams and contribute to architectural design at the discretion of a Solution Architect or Senior Consultant.
- Assist in creating solution design documentation, including user stories and acceptance criteria, entity relationship diagrams, data dictionaries, process flows, wireframes, and mockups.
- Build solutions using Salesforce declarative functionality 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 end to end with oversight from a Solution Architect or Senior Consultant.
- Log time daily for client and project reporting.
Benefits
- Comprehensive total rewards package.
- Career Coach meetings to guide career goals and aspirations.
- Inclusive culture that values diversity.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
