Coalescence Cloud

Consultant

• Conduct a functional and architectural review of the client's existing ERP implementation with a primary focus on OIM and related integrations.
• Evaluate OIM configurations and inventory processes, identify gaps, and recommend best practices grounded in production OIM experience.
• Collaborate with client teams to validate architecture, business processes, and data flows for order, procurement, and inventory lifecycles.
• Provide hands-on delivery support to accelerate progress and demonstrate value in early project stages.
• Document and present findings, recommendations, and pragmatic next steps in collaboration with senior architects.
• Coordinate with internal resources (Architects, PMs, Developers) to align on functional and technical deliverables.
• Review system integrations, data migration strategies, and environment management (DevOps, sandboxes, staging).
• Research and apply vendor documentation and OIM/ERP best practices to advise on optimization opportunities.
• Support alignment of inventory, procurement, and order processes across the client’s ERP ecosystem.

Order & Inventory Management Consultant

Account Executive

• Identify, engage, and close new business opportunities, meeting or exceeding assigned sales quotas.
• Build and maintain strong, long-lasting relationships with C-level prospects and customers, acting as a trusted advisor.
• Manage the full sales cycle—from lead generation through contract negotiation—ensuring smooth transition to the client services team.
• Identify upselling and cross-selling opportunities within new clients to maximize customer value and increase company revenue.
• Collaborate with internal teams to align client needs with Coalescence's services, ensuring seamless project delivery.
• Drive revenue through an assigned quota, divided into quarterly targets.
• Work closely with the Go-to-Market Leadership and Sales team to contribute to sales strategies and internal growth initiatives.
• Fulfill Management by Objectives (MBOs) set by leadership.

Business Intelligence Developer

• Design and manage robust tabular data models (including star schemas) in Power BI Desktop.
• Utilize Power Query (M language) for efficient data extraction and transformation from diverse sources (SQL, SaaS APIs, etc.).
• Write complex and efficient Data Analysis Expressions (DAX) to create accurate measures, calculated columns, and tables that enforce core business logic.
• Develop professional, interactive, and user-friendly Power BI reports that adhere to data visualization best practices.
• Manage, configure, and secure the Power BI Service, including administering workspaces, security roles, data gateways, and deployment pipelines.
• Advise on BI strategy, data governance, and best practices. Create technical documentation and provide user training to promote self-service BI across the organization.

Business Intelligence Consultant

Sales

• Conduct client workshops, gather detailed business requirements, and analyze current sales processes to identify gaps and opportunities for improvement.
• Design and document high-quality, scalable Sales Cloud solutions, including data models, process flows, custom objects, fields, validation rules, workflow, Process Builder, and Flow.
• Lead the hands-on configuration, customization, and implementation of Sales Cloud, ensuring solutions align with best practices and client objectives.
• Manage project timelines, scope, and client expectations throughout the entire implementation lifecycle, from discovery through deployment and post-launch support.
• Develop and deliver training materials for end-users and administrators to ensure high adoption rates and user proficiency.
• Provide expert guidance on integrating Sales Cloud with other business systems (e.g., ERP, marketing automation) and advise on data migration strategies.
• Assist the sales team with scoping, effort estimation, and presenting solutions to prospective clients as needed.

Sales Cloud Consultant

Backend Engineer

• Serve as a technical design authority for Salesforce and ERP/PSA implementations across diverse industries.
• Design and document scalable systems, including data models, integrations, automation, and user experience.
• Participate in and lead technical discovery, solutioning sessions, and architectural reviews.
• Collaborate cross-functionally with developers, project managers, and client stakeholders throughout the delivery lifecycle - ensuring architecture decisions are implemented effectively.
• Contribute to internal IP, solution accelerators, and reusable frameworks.
• Stay current on Salesforce and ERP/PSA platform enhancements and bring forward recommendations.
• Mentor junior consultants and contribute to a strong internal culture of technical excellence.
• Support pre-sales activities, including discovery, scope definition, and architecture diagrams.

Technical Architect

• Identify, engage, and close new business opportunities, meeting or exceeding assigned sales quotas.
• Build and maintain strong, long-lasting relationships with prospects and customers at the C-level, acting as a trusted advisor.
• Manage the full sales cycle—from lead generation through contract negotiation—ensuring smooth transition to the client services team.
• Identify upselling and cross-selling opportunities within new clients to maximize customer value and increase company revenue.
• Collaborate with internal teams to align client needs with Coalescence's services, ensuring seamless project delivery.
• Drive revenue through an assigned quota, divided into quarterly targets.
• Work closely with the Go-to-Market Leadership and Sales team to contribute to sales strategies and internal growth initiatives.
• Fulfill Management by Objectives (MBOs) set by leadership.