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Salesforce Consultant

Crowe LLPDallas, TX

About The Position

As a Salesforce Consultant with Crowe, you will play a key role on the project team by bridging the gap between business problems and technical solutions for clients. This involves engaging directly with customers to understand their needs, designing custom solutions, and delivering and implementing innovative real-world solutions. You will provide consultative advice regarding industry best practices and create solutions that best meet client needs. Responsibilities include pre-sales scoping support, documenting business, functional, and technical requirements, collaborating with stakeholders to define needs and outline business processes, assisting in solutioning scopes of work, and supporting project implementation and architectural design. You will also assist in creating Solution Design Documentation, build solutions using declarative functionality, complete assigned project actions following Salesforce and Crowe best practices, and aid in project delivery by performing QA, compiling change sets, and building client documentation. As you grow, you will lead smaller projects independently with oversight from a Solution Architect/Sr. Consultant.

Requirements

  • Competency & experience with Salesforce core products
  • Drive and desire to learn and grow both technical and functional skill sets and expand knowledge of the Salesforce platform
  • 2+ years’ minimum experience on the Salesforce platform
  • Salesforce Admin and one Consulting Cloud Certification, at a minimum
  • Experience managing & delivering multiple projects at the same time
  • Detail-oriented, enthusiastic, self-starter with ability to work both independently and in a team environment
  • Strong, dynamic communication skills - both written & verbal - with ability to work cross-functionally and speak to members at any level of an organization (both client & prospect)
  • Ability to log time on a daily basis for client and project reporting needs
  • Positive minded, solutions-oriented approach and outlook is critical
  • Ability to work - and thrive - in a fast-paced, high-growth, innovative environment
  • Minimum of 20% travel required
  • Uphold Crowe’s values of Care, Trust, Courage, and Stewardship
  • Act ethically and with integrity at all times

Responsibilities

  • Pre-sales scoping, supporting a Solution Architect/Sr. Consultant, as needed
  • Documenting business requirements, functional requirements & technical requirements in a pre-sales environment to generate a solution and Scope of Work, as needed
  • Work closely with key stakeholders (internal & client facing) to capture business needs, define requirements for the scoped work and clearly outline the affected business processes
  • Assist in fully solutioning scopes of work that meet business needs in a clear and cohesive manner, with oversight from SA/SC
  • Work at discretion of SA/SC for project implementation & architectural design by both solutioning and delivering on workstreams as identified & assigned
  • Assist in the creation of the Solution Design Documentation with the support of Technical and Solution Architect that includes but is not limited to: Detailed user stories and acceptance criteria, Entity Relationship Diagrams and Data dictionary, Current state and future state process flows, Wireframes and mockups
  • Use declarative functionality to build solutions & complete all assigned project actions using Salesforce and Crowe best practices
  • Assist in project delivery once work is completed by completing QA of all work, compiling change sets for deployment & assist in building all documentation for the client
  • Lead smaller projects on your own from end to end with oversight from SA/SC as you continue to grow in your role and work further towards becoming a more independent consultant

Benefits

  • Real flexibility to balance work with life moments
  • Trusted to deliver results and make an impact
  • Embraced for who you are, care for your well-being, and nurture your career
  • Equitable access to opportunities for career growth and leadership
  • Continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions
  • Comprehensive total rewards package
  • Nurture your talent in an inclusive culture that values diversity
  • Consistent meetings with your Career Coach that will guide you in your career goals and aspirations

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

1,001-5,000 employees

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