Our Senior Salesforce Consultants play a key role in project delivery, helping bridge the gap between sales, support, configuration, architecture and clients. If you are a self starter, hyper-organized, and really into Salesforce, we want to talk to you!
Responsibilities
- Manage portfolio of client projects from start to finish, including project timeline, client communications, meeting coordination, training plan creation, end-user training delivery and/or coordination, and project sign-off using Elevation Solutions’ standardized project tools and process
- Support strategic Journey Building and requirements gathering projects by co-facilitating in-person Journey Building sessions with client leaders
- Manage all project team members, including marketing, build, data, development, and integration team members
- Facilitate persona-based discovery sessions, technical demos, and client testing processes for client projects
- Architect technology solutions focused on the Salesforce ecosystem utilizing persona-based experience requirements
- Coordinate the configuration/build of client Salesforce environments according to client specs and project scope
- Coordinate client licensing with 3rd party app vendors and facilitate the installation and integration of apps to ensure all parties are on the same page
- Call out risks when they appear and help craft plans to mitigate them
- Assist in the preparation of regularly scheduled client project reports including status, demos, and roadblocks for all applicable projects
- Participate in, and on occasion, lead strategic Elevation Solutions initiatives, including but not limited to: content creation, delivery template and process documentation and optimization, project lessons learned, and additional project sales for existing clients
Requirements
- Proven experience as a consultant
- 7+ years of Salesforce experience required; Salesforce Consulting experience preferred
- Salesforce Admin Certification and at least one Salesforce consultant certification required (for ex: Sales Cloud Consultant or Service Cloud Consultant); additional Salesforce Certifications are preferred
- Significant hands on Salesforce.com experience on large scale projects/implementations
- Experience leading teams preferred
- Minimum of 5 years of experience implementing CRM solutions from start to finish
- Knowledge of Agile project delivery practices, requirements gathering, user story prioritization and solid UAT guidelines needed
- Education and/or nonprofit experience preferred
- Proficiency in Google Docs, Sheets, Presentations and other online collaboration tools required
- Proficient with AppExchange and commonly used Salesforce Apps like Conga, FormAssembly and DocuSign
- Excellent time management skills and the ability to prioritize work is necessary
- Attention to detail and problem solving skills necessary
- Excellent written and verbal communication skills necessary
- Bachelor’s degree required
Other things to know
This job is for a full time position, 100% remote - work from home or coffee shops or wherever you like. We still have a lot of team interaction, though, so you won’t be lonely. In order to make this work, you will need an internet connection with good bandwidth to support online conference calling and a computer that is virus protected. Hardworking self-starter with an orientation to get things done at a high level of excellence is required to be on this high performance team. Must be willing to work within an established structure and process and provide feedback when needed to improve that process.
Work week is generally Monday-Friday and office hours are somewhat flexible. We mostly work between 9 and 5 and we all have reasonable expectations for response times from each other. We provide unlimited vacation, 401k enrollment and the ability for you to participate in our health plans. We do not allow side work; you will need to focus 100% on our clients and growing business.