Role: Project Consultant

Years of experience: 3 Years and above

No. of position: 3


Job Description:

  • Work with clients and end users to gather, understand, and define business requirements

  • Develop user stories and to-be process flows to support the design and development of Salesforce solutions for our clients

  • Work collaboratively with team members to design a solution that will meet a client’s business requirements and fulfill user stories

  • Complete the configuration for user stories within Salesforce, AppExchange products, or other cloud-based technologies

  • Collaborate with developers to test and verify that solutions will meet the business requirements

  • Participate in key meetings with clients including requirement sessions, system demos, user acceptance testing, and end user training

Required Skills:

  • Experience using Salesforce or similar CRM Products to develop client or business solutions

  • Hands on experience configuring Salesforce or similar CRM Product, including workflows, validation rules, and security controls

  • Proven ability leveraging analytical and problem-solving skills in a fast paced environment

  • Detail-oriented individual with the ability to quickly ramp up on new clients, their business needs, and technologies

  • Strong presentation, communication (written and verbal) skills, and interpersonal skills

  • Ability to juggle and prioritize multiple tasks within a collaborative team environment

  • Demonstrates flexibility and willingness to do what it takes to get the job done

  • Drive and desire to learn and grow both technical and functional skill sets

  • Manage Salesforce security including roles, profiles, sharing rules, workflows and groups.

  • Maintain and customize Sales Cloud and Service Cloud applications.

  • Build custom reports, dashboards, and workflows.

  • Manage operational requests and reporting including customer analysis and individual views and troubleshoot issues.

  • Maintain database for integrity and accuracy including cleansing and duplicate record management.

  • Evaluate new releases of Salesforce to determine functionality requirements and provide detailed information on how changes will apply to all affected departments/users.

  • Proficient in Microsoft Word, Excel, PowerPoint, Project, and Visio

  • Must have a Bachelor's Degree completed