Salesforce Consultant

About Us:

We’re a team that’s easy to work with — on the inside and out. We believe great work starts with respect, the right people, and a focus on both capability and chemistry.

We hire for skill and retain for fit, because we value collaboration just as much as expertise. We’re growing—and we expect our people to grow with us. That means embracing challenges, staying curious, and striving to improve, just like the company itself.

We’re trusted by our clients because we genuinely care about solving their business problems. And we’re proud to be a place where people can do meaningful work while pursuing meaningful lives. Work-life harmony isn’t just a benefit—it’s something we actively support.

Job Summary:

In this role, you will be responsible for leading the review, research, and creation of solutions built on the Salesforce platform for our clients. You will work closely with our internal teams to ensure alignment between requirements and proposed solutions. You will provide mentoring, guidance, and facilitate discussions to solve problems as part of the overarching delivery. Additionally, you will be involved directly with client’s requirements understanding, solutioning, timeline management, and delivery best practices.

Key Responsibilities:

· Collaborate with internal teams to understand Statements of Work (SOWs) and propose technical solutions, while mentoring less experienced team members

· Create technical designs, diagrams, data templates, and other technical related artifacts

· Engage directly with clients to gather business requirements and translate them into effective Salesforce solutions

· Configure and customize Salesforce objects, fields, automations, and relationships to align with client workflows and business processes

· Manage to project scope within the SOW, be aware of project budget, tasks, and efforts involved to deliver

· Diagnose and resolve technical issues as they arise

· Stay current on Salesforce platform updates, new features, and industry best practices

Requirements:

· 7+ years of experience as a Salesforce Consultant, not admin positions

· Salesforce certifications required - Admin and Platform App Builder, Sales, Service, Experience

· Salesforce Accredited Professional – Financial Services Cloud Accredited Professional

· Excellent communication and interpersonal skills

· Financial Services Industry background required

· Strong work ethic to get the job done

· Experience with data integration and data management in Salesforce

· Strong problem-solving and analytical skills

· Articulate communication

· Calm under pressure

· Collaborative