Salesforce Consultant

• Lead onsite discovery at advisor branches (stakeholder interviews, workflow observation, process mapping) to assess current-state usage and identify gaps
• Develop and present branch-specific recommendations (quick wins and longer-term actions) across process, training, and Salesforce configuration/usage to improve adoption and efficiency
• Facilitate onsite enablement (workshops, role-based coaching, walkthroughs, job aids/knowledge articles) and tailor content to each branch’s needs
• Define engagement outcomes with branch stakeholders (adoption goals, success metrics, follow-up actions) and drive accountability through post-visit check-ins
• Translate onsite insights into clear requirements/user stories, partner with the Continuous Delivery Organization on prioritization, solution options, and release readiness communications
• Partner with internal stakeholders (Field Technology, Operations, Compliance, and Product/Delivery teams) to align engagement plans, communications, and rollout/readiness activities

Field Salesforce Consultant

• Gathering detailed business requirements by leading group sessions with clients.
• Solution design and configuration on the Salesforce platform (NPC, NPSP, PSS)
• Producing various documents and project artifacts (including ERD’s, DFD’s, functional specifications, wireframes)
• Investigate documents and analyze key client organizational processes
• Strong understanding of data structures, with ability to perform light data migration from a legacy system into Salesforce (CSV’s with Data Loader)
• Maintain clear communication with project team and stakeholders
• Providing support in the form of scoping and estimation during the sales process
• Work closely with a project manager to develop and monitor a detailed project plan (this includes identifying key project tasks, and associated timelines)
• Think critically about business problems
• Develop and own a Salesforce solution
• Conduct product demonstrations and execute client training sessions
• Be a trusted adviser to the client, understanding the clients end-to-end business and areas for future growth
• Perform and organize ongoing support for customers such as report building, data quality, new integrations and third party app installation
• At times, be able to work independently with full ownership of a project. This includes assuming project management related activities
• Along with adapting existing processes, help define new processes, and continually look to create efficiencies within the organization.

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Field Salesforce Consultant

Salesforce Consultant