SAAS CONSULTING GROUP
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Sr. Salesforce Consultant - Sales Cloud

Profile
The successful candidate will have a passion for enabling companies to more effectively operate their businesses through the use of leading cloud business application best practices – namely Salesforce and will seek to serve customers in a value-adding way as part of a team.  As a Sr. Salesforce Consultant, you’ll be responsible for leading discussions with clients and establishing the requirements for a project.  Additionally you’ll design a solution within Salesforce, then configure that solution for the client.

Essential Duties
  • Assist clients in defining CRM implementation project objectives and scope – particularly within Sales Cloud.  This involves leading and facilitating group discussions to build consensus on a path forward.
  • Lead business requirements gathering and process mapping sessions, including (but not limited to) initial configuration of a new Salesforce instance, marketing campaigns, Leads, Accounts and Contacts, opportunity and quote management business process, the hand-offs between Marketing and Sales, as well as Sales and Customer Success.
  • Present Requirements to the client and execute a comprehensive strategy for validation testing, end user testing, and complete documentation as requested by the client.
  • Assign requirements and development within sprints for the Sales Track.
  • May be responsible for leading a small team of additional functional consultants on development work.
  • Manage on-time delivery of requirements and escalate risks that affect the timeline of a project or the overall benefit/outcome.
  • Solution design and develop according to Salesforce best practices.
  • Build reports and dashboards that provide actionable business intelligence.
  • Ensure that a post-go-live plan is in place for each engagement - deployment, change management, and adoption. 
  • Communicate effectively with cross-functional team members and clients.
  • Project administration, including hours tracking, requirements documentation, testing documentation, source code repository protocols, and other related activities.
  • Participate in continuing education to advance skills, which may include a combination of self-study and instructor led training, seminars, certifications, etc.

Role Requirements
  • At least 2 years experience with Enterprise Applications, such as CRM and ERP.
  • At least 2 years experience in practical Sales Operations, Sales, Salesforce Consulting, Marketing or Operational/Accounting role(s).
  • High level of proficiency in Salesforce.

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Advisory Consulting
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  • Firm Overview
    • What We Know
    • What We Deliver
    • What Our Customers Say
    • Leadership Team
  • Practice Areas
    • Advisory Consulting
    • Salesforce Consulting
    • NetSuite Consulting
    • Salesforce and NetSuite Integration
    • Managed Services
    • Private Equity Relationships
  • Customers
  • CX App
    • Installation Guide
  • Careers
  • Resources
    • NetSuite Video Demonstrations
    • Policies & Agreements
  • Contact Us