Senior Business Consultant - Sales/Service Cloud

Perficient•United States,

6d•$57,798 - $131,640•Remote

About The Position

We have an opportunity for a Salesforce Senior Business Consultant with expertise in Sales Cloud and Service Cloud. This role can be located anywhere in the United States. You'll get the best of both worlds: the energy and impact of a boutique team with a booming practice, backed by the scale, clients, and career pathways of a global digital consultancy. Perficient is the global AI-first consultancy. We empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what’s possible - while building a career filled with growth, balance, and purpose.

Requirements

Minimum 2 years experience administering or consulting on the Salesforce platform, with hands-on configuration across Sales Cloud and Service Cloud (flows, approvals, assignment rules, case and opportunity configuration, routing and queues, declarative automation, reporting, user lifecycle management)
Active Salesforce Administrator certification required at minimum
Capable of completing at least 80% of declarative build work Items or assigned work without detailed solution notes, including installing common AppExchange packages, and can execute Solution Architect designs with minimal oversight
Comfortable as a client-facing point person for portions of workshops, requirements sessions, demos, testing, and training, keeping stakeholders aligned and raising risks early
Understands the SOW and can identify risks such as scope creep or unclear requirements, partnering with PMs to propose next steps before issues escalate
Ability to work with clients to proactively identify enhancements and include in a backlog
Basic experience with data migration or transformation tools (e.g., Copado, data loaders) to support deployment and release processes
Understands the purpose of each deliverable, knows where templates live, and can drive documentation creation with minimal guidance
Resourceful problem solver who owns assigned work, seeks guidance appropriately, and delivers predictable quality with minimal oversight
Actively uses AI tools such as Claude to speed up delivery work, including documentation, testing, and requirements synthesis
Ability to mentor junior consultants, including QA on their first iterations of deliverables
Excellent oral and written communication skills, with the ability to take a leadership role when necessary

Nice To Haves

Salesforce Sales Cloud Consultant and/or Service Cloud Consultant certification
Exposure to Experience Cloud (portals, sharing models, customer or partner communities) is a plus
Familiarity with Omni-Channel, Knowledge, SLAs, or AgentForce is a plus as the service platform continues to evolve. SC Voice for Call Center & SMS Features a plus.
Exposure to Data Cloud or AI-assisted service capabilities is a plus
Experience with additional clouds (Marketing Cloud, Revenue Cloud) is a plus
Technical background (developer exposure, integrations, or platform architecture) is a plus
Degree in Computer Science or Engineering
Strong understanding of complex Internet based enterprise level applications

Responsibilities

Build trusted client relationships through proactive account management and effective project delivery.
Establishes knowledge of client business challenges and priorities to translate into opportunities.
Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner.
Helps deliver presentations to clients and management teams.
Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards.
Translate client’s business needs into detailed business requirements documents, use cases and systems interaction diagrams.
Works with customers to establish approved wireframes and mock-ups for solutions.
Assists project team to establish high, mid, and micro level plans for project team.
Helps to establish critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria.
Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met
Helps establish project test strategy, methodologies, test plans as well as assist with test execution.
Instills team commitment to company delivery methodologies and practices.