Salesforce Consultant

• Serve as a day-to-day resource for the sales team, providing guidance on CRM usage, opportunity management, and sales processes.
• Support sales and marketing campaigns through Salesforce campaign management, lead tracking, and reporting.
• Monitor CRM adoption and data quality, partnering with sales leadership to improve compliance and pipeline visibility.
• Collaborate on user training, and ongoing coaching on Salesforce best practices.
• Assist with pipeline reviews, opportunity management, and sales activity tracking to support accountability and forecasting accuracy.
• Act as a liaison between Sales, Marketing, Customer Service, and Operations to ensure alignment of processes, data, and customer information.
• Develop and maintain sales dashboards, KPI reports, and executive summaries.
• Analyze sales trends, pipeline performance, customer activity, and forecast accuracy.
• Generate regular reports for sales leadership to support strategic decision-making.
• Evaluate and improve sales processes, workflows, and reporting structures.
• Support sales forecasting and revenue planning activities.
• Work closely with Engineering, Operations, and Customer Service teams to ensure alignment on customer requirements and project execution.

Salesforce Specialist

• Assist with building architecture (objects, fields, page layouts) and flow automation on the Salesforce platform
• Assist with building declarative components (Apps, Lightning Pages) in Salesforce Lightening
• Help create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
• Configure Salesforce architecture, automation, and security settings across all Salesforce Clouds and connected apps
• Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications.
• Install and configure proprietary applications or integrations as needed
• Comprehend defined appropriate data model and resulting system architecture designed from business requirements for defined deliverables
• Draft comprehensive technical documentation appropriate for other consultants, engineering, and clients.
• Document written requirements from client discovery period, identifying items shared both in discovery workshops and via shared client artifacts
• Design recommended solutions based on technical requirements, considering all solution options and determining the best approach.
• Discuss resulting data model considerations internally and with clients, confidently proposing determined recommendations

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Salesforce Specialist

Salesforce Consultant – Systems Implementation Advisory