Salesforce Consultant

This is a fully remote position, open to applicants in Texas.

📋 Description

• Configure Salesforce solutions in alignment with documented business needs and design specifications.

• Develop and sustain declarative Salesforce features, such as objects, fields, page layouts, Flow, validation rules, reports, dashboards, and security settings.

• Assist in implementations across Service Cloud, Sales Cloud, Industry Clouds, and various other Salesforce platform functionalities.

• Engage in client discovery sessions, requirements workshops, and solution design discussions.

• Document business processes, requirements, user stories, acceptance criteria, and functional configurations.

• Collaborate with Senior Consultants and Solution Architects to convert business requirements into Salesforce functionality.

• Create and execute functional, regression, integration, and user acceptance test cases.

• Validate functionalities against established requirements and acceptance criteria.

• Identify, document, reproduce, and monitor defects until resolution.

• Work with Developers and functional team members to troubleshoot defects and verify fixes.

• Support automated testing, regression testing, release validation, deployment readiness, and post-deployment testing.

• Assist with data preparation, validation, and migration tasks.

• Facilitate UAT by developing test scripts, coordinating testing efforts, and assisting users in understanding expected functionalities.

• Create user documentation, training materials, and resources to encourage adoption.

• Aid in end-user training and Salesforce adoption initiatives.

• Participate in Agile ceremonies.

• Identify gaps in requirements, quality issues, risks, and scope impacts, and escalate them to project leadership.

• Maintain comprehensive project and solution documentation.

• Enhance Salesforce platform knowledge through practical experience, training, and certification.

• Stay updated on Salesforce releases, Agentforce, Data Cloud, and new platform capabilities.

• Assist in the design, configuration, testing, and implementation of Salesforce solutions aimed at enhancing client business processes and customer experiences.

• Collaborate with Business Analysts, Senior Consultants, Solution Architects, Developers, and Quality Engineers throughout the project delivery lifecycle.

⛳️ Requirements

• A minimum of 3 years of hands-on experience as a Salesforce user, administrator, tester, analyst, super user, or in a similar Salesforce-focused role.

• At least 2 years of experience in testing Salesforce or other enterprise applications.

• Proficient understanding of Salesforce business processes and platform capabilities.

• Experience with Salesforce Service Cloud, Sales Cloud, an Industry Cloud, or similar Salesforce solutions.

• Proven experience in developing and executing functional, regression, integration, or UAT test cases.

• Skilled in documenting and tracking defects and validating solutions.

• Understanding of business requirements, user stories, and acceptance criteria.

• Experience collaborating with business users and technical teams to resolve issues.

• Strong analytical, troubleshooting, and problem-solving abilities.

• Capacity to learn new Salesforce capabilities and apply them to meet business needs.

• Excellent written and verbal communication skills.

• Detail-oriented with a dedication to maintaining quality standards.

• Ability to function effectively within an Agile, cross-functional delivery team.

• Interest in building a career in Salesforce consulting and professional services.

• Candidates should either hold or be actively pursuing Salesforce certifications that demonstrate foundational platform knowledge.

• Relevant certifications may include Salesforce Certified Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant, Agentforce Specialist, or Data Cloud Consultant.

🏝️ Benefits

• Annual incentive program.

• Medical, dental, and vision coverage.

• Tax-advantaged health care accounts.

• Financial and income protection benefits.

• Paid time off (PTO).

• Wellness time off.

• Recognized as a Great Place To Work certified employer.

• Commitment to a diverse and inclusive workforce.