Salesforce Consultant

• Partner with functional experts from across the business to build requirements/user stories
• Consult with business stakeholders on new solutions and assist in implementation of these solutions on the Salesforce platform
• Consult with users to optimize their business processes and lead the CRM group meetings to drive business priorities
• Make recommendations on improvements to the user experience and increase system adoption
• Review the content of each new release and its impact on business processes and report back weekly on with status updates to the Executive team
• Experience in troubleshooting issues related to project functionality, data, or system performance
• Generating reports and dashboards to track key performance indicators (KPIs) and provide data-driven insights
• Creating custom fields, page layouts, reports, dashboards, and workflows
• Clearly communicate release and functionality status, issues, risks, plans

• Own and manage Salesforce CRM across Sales, Marketing, Customer Service, and Analytics teams
• Define CRM roadmap, priorities, and platform strategy aligned with business goals
• Lead Salesforce administration, automation, integrations, and platform optimization
• Drive CRM data governance, quality standards, and validation processes
• Partner with Data and Technology teams for enterprise integrations and AI initiatives
• Improve workflows, reporting, dashboards, and business processes within Salesforce
• Support lead lifecycle management, customer segmentation, and campaign execution
• Enable AI-driven insights, forecasting, personalization, and automation capabilities
• Drive user adoption through training, enablement, and change management
• Manage Salesforce releases, enhancements, and platform performance
• Collaborate with external vendors and internal stakeholders for CRM initiatives

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Salesforce Consultant

Salesforce Consultant