Salesforce Technical Consultant

Lean Layer • New York, NY

53d

About The Position

As a Salesforce Consultant, you’ll work directly with clients to assess their needs, design tailored Salesforce solutions, and ensure seamless implementation. This role is ideal for someone with a strong background in Salesforce configurations, automations, and data integrations who also has a passion for problem-solving and a client-focused approach. Working closely with Engagement Managers and other consultants, you’ll deliver high-quality solutions across a variety of industries, helping clients get the most out of their Salesforce investment.

Requirements

• A bachelor’s degree in a related field such as Business, Finance, Operations, as well as Engineering degrees. We are looking for a diversity of backgrounds with strong foundation of analytical, logical, and organizational skills.
• Minimum of 2 years of experience as a RevOps professional, preferably experienced working with a US-based company.
• Fluent English communication skills both written and verbal.
• Strong work ethic with a consistent record of leading projects to success.
• 3-7+ years of Salesforce administration or consulting experience, preferably with exposure to US-based clients.
• Proven experience with Salesforce configuration, workflows, automations, and integrations.
• Familiarity with Apex, Lightning, Flows, and third-party tools that integrate with Salesforce (e.g., HubSpot, Outreach, Marketo).
• Strong ability to translate business needs into technical solutions and troubleshoot complex issues.
• Excellent communication skills (written and verbal), client-facing professionalism, and a collaborative mindset.
• Ability to quickly adapt resources to changing project demands and address staffing challenges.
• Familiarity with RevOps functions to effectively evaluate candidate fit and align staffing to project requirements.
• Excellent communication and negotiation skills to manage resource needs.
• Strong organizational skills to handle multiple projects and meet staffing demands within timelines.

Nice To Haves

• Salesforce Administrator or related certifications are highly preferred.

Responsibilities

• Client Collaboration: Partner with engagement managers to gather client requirements, conduct needs assessments, and propose Salesforce-based solutions.
• Salesforce Customization: Configure Salesforce environments, including creating workflows, automations, reports, and dashboards tailored to client needs.
• Data Management: Handle data migrations, clean-up, and integrations to ensure accuracy and consistency across Salesforce systems.
• Problem-Solving: Troubleshoot and resolve Salesforce-related issues, identifying gaps in workflows and recommending best practices.
• Project Execution: Manage task deadlines effectively while delivering high-quality solutions that align with client expectations.
• Training & Support: Provide guidance to end-users and stakeholders on Salesforce functionalities and best practices.
• Quality Assurance: Test all configurations and customizations to ensure solutions meet technical and business requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level