Salesforce Consultant Job at Info Way Solutions, Sonoma, CA

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  • Info Way Solutions
  • Sonoma, CA

Job Description

Title: Sales BPR Salesforce

Location: SF Bay Area

Job Summary:

Skills required

Organized, with a natural inclination for both strategic and tactical planning and turn strategy into tangible deliverables.

Resilient and tenacious with a propensity to persevere.

Problem solving and root cause identification skills.

Flexibility to work in ambiguous situations, highly matrix environments, and support other cross-program work-streams, as necessary.

Ability to be detail oriented and can separate priorities from distractions. You are able to analyze business requirements to determine the most effective approach to serving the needs of the organization .

High level of professionalism, energy and sense of urgency to make things happen.

Ability to establish and maintain trust, credibility and build strong relationships.

Ability to influence others and move toward a common vision or goal.

Lead by example and support, encourage and develop team members.

Exceptional written and verbal communication, and presentation skills, to audiences of varying seniority.

Excellent active listening skills

Self-motivated individual, who thrives working in a global, matrixed, fast-paced environment.

Experience working on projects with teams based outside the US including international engagements.

Related Technical Skills required

Strong knowledge of Consumer, Retail, Enterprise channel & End customer sales. Experience in Sales operations, partner management & enablement preferred.

5 + years of experience as a business analyst and admin role leading enterprise-scale CRM, PRM projects.

Deep understanding of Salesforce Platform functionality and best practices, with emphasis in Experience Cloud, Sales Cloud & Marketing Cloud Strong experience in implementation; ability to determine whether requirements are configuration, customization, and/or integrations with external systems

Hands-on experience on configuration of platform features including user management, profiles, permission sets, role hierarchy, org-wide defaults, sharing rules, territories, custom objects, new page layouts, custom fields, formula fields, validations, workflows rules, email templates, process builder, flows, lightning pages, managed packages, etc.

Experience with the Salesforce AppExchange and a deep understanding of both this ecosystem as well as native Salesforce capabilities.

Experience with Agile / Scrum delivery models

Prior experience in SDLC project management and analysis including scoping / timeline management, documenting use cases, process flows/swim lane diagrams, requirements, user acceptance testing, change management, etc.

Working knowledge of process documentation & project management software

Experience working with large-scale, complex datasets and using salesforce data tools.

Superior ability to design and implement dashboards on Einstein Analytics/ Tableau CRM preferred and reports to deliver business insight

Keen understanding of system security and controls

Education

BS or equivalent degree in Business management, Computer Science, Engineering or related discipline required. MBA degree preferred.

Salesforce certifications:

Salesforce Administrator Certification (required)

Agile SCRUM Master certification (preferred)

Salesforce Experience Cloud Consultant Certification (required)

Salesforce Sales Cloud Consultant Certification (preferred)

Salesforce Marketing Cloud Consultant (preferred)

Job Tags

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