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Senior Consultant - Salesforce Platform

Panache Solutions
Multiple Locations
3 - 5 Years

Posted on: 02/10/2025

Job Description

Location : Remote (U.S. client)

Job Description :

A Senior Salesforce Consultant is able to work independently and both document and craft solutions with limited support from development team members. The Senior Consultant is a creative problem solver with a hunger for ever-deepening knowledge and expertise in their topical area. They are self-starters and self-educators recognizing any gaps in their skills and filling those.

Key Responsibilities :

- Provide business analysis consulting services for enterprise projects spanning multiple phases and multiple platforms

- Work with development team members to craft innovative and potentially complex, cutting-edge solutions to address functional gaps

- Serve as a mentor and advisor to other consultant team members

- Provide insights and recommendations to company leadership

- Coordinate and communicate with external, client resources effectively and professionally

- Maintain project methodologies and procedures for projects, platforms, features, teams, divisions, and relevant company-wide processes

- Understand data requirements and coordinate with data analysts for any data needs

- Work in tandem with project managers and development teams to ensure on-time, on-budget work products

Key Skills Required :

- Salesforce CRM Administration & Configuration - user management, security, workflows, validation rules, process builder, flows

- Salesforce CRM Implementation - end-to-end setup, customization, and deployment of Salesforce solutions

- Salesforce Data Management - data migration, cleansing, deduplication, reporting, dashboards

- Business Analysis (CRM Focused) - requirements gathering, user stories, process mapping, gap analysis, documentation

- Salesforce Solution Design - building scalable, CRM-native solutions for sales, service, and nonprofit clouds

- CRM Integrations - experience with Salesforce AppExchange apps and external system integrations (REST/SOAP APIs, middleware)

- AMS/CRM Platforms - NetForum, Personify, Aptify, Impexium, MS Dynamics, Fonteva, Nimble AMS

- Stakeholder & Client Engagement - workshops, requirement elicitation, UAT facilitation

- Agile/Scrum Delivery - working in cross-functional teams to deliver Salesforce CRM projects on time

- Mentorship & Leadership - guiding junior consultants on Salesforce CRM best practices

Preferred Candidate Profile :

- At least 3+ years of business analysis experience with a consulting or professional services firm (or other large enterprises)

- At least 3+ years of business analysis experience for technology or technology services implementation projects

- At least 2 years of independently leading business requirements gathering and analysis of implementation projects for related technologies

- Demonstrated successful solution crafting

- Salesforce implementation or administration experience

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