Salesforce Functional Consultant
About The Position
As a Salesforce Functional Consultant at TruSummit, you will be a key team member in developing creative solutions to client problems. You are curious by nature, constantly asking questions, and seeking clarity to work more effectively. You spot opportunities for efficiency in processes and are eager to implement improvements that make everyone's lives easier. You develop insights and leverage those insights to propose solutions to client problems. You can work independently on projects and collaborate well as a team member. You are enthusiastic, professional and confident, with a focus on customer success. You can demonstrate and articulate the work you have done to clients, via presentation and conversation.
Requirements
- 2+ years working as a business consultant or technical liaison in an internal or external capacity
- 2+ years leading (or participating) in CRM system implementation efforts using an SDLC methodology
- Bachelor’s degree in Computer Science, Software Engineering, Management Information Systems, and/or a related field
- Great customer-facing skills, professional presence, and entrepreneurial attitude
- Strong desire to drive customer success
- Self-motivated, self-directed, highly organized, strong attention to detail
- Analytical – be able to successfully manage technically and organizationally complex environments
- Strong written and verbal communication skills with both customers, consultants and engineers
- Knowledge and experience with formal delivery methodologies (Agile, SCRUM, Waterfall)
- Strong desire to learn new industries and technologies
- Ability to adapt to new challenges
- Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
- Ability to work both independently and as a part of a team with professionals at various levels
- Remote/Telecommute position with the ability to travel up to 10-20%
Nice To Haves
- Curiosity toward learning custom development is a plus
- Relevant product & technology certifications
Responsibilities
- Lead and participate in requirements gathering, design, solution architecture, configuration, and implementation efforts for client implementation projects on the Salesforce platform
- Lead Business Analyst for complex multi-department projects across various business applications including the ability to diagnose, resolve problems or unexpected results, perform scheduled activities, and recommend solutions or alternate methods to meet requirements
- Develop guides for best practices, monitor adoption and manage training and support
- Work with Client stakeholders to create and manage complex process workflows, data validation and triggers
- Create Client deliverable documentation on processes, policies, application configuration and help-related materials
- Proven success in developing, deploying and driving adoption of business processes on salesforce platform
- Keen understanding of how Salesforce fits into the larger technology landscape
- Confident and highly communicative, with excellent business insight and a willingness to challenge others or propose changes
- Keep up to date with Salesforce releases, features and best practices
Benefits
- Competitive salary – reviewed annually
- Performance bonus
- Unlimited Paid time off
- Medical, Dental, and Vision insurance
- Flexible working schedule
- Employer-Matching 401k Retirement Plan
- Funding for each employee’s professional development (Salesforce Certification, PMP, etc.)
- Reimbursement for health club memberships & internet/phone
- Certification exam bonus
- Life and disability insurance
- Company Laptop
- Charity/Volunteer days
- Team celebrations and presidents club for all employees!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
