About The Role

Someone who understands Salesforce beyond just admin or development with the ability to consult clients, drive solutioning, manage projects, and collaborate effectively with both business and technical teams.

Key Responsibilities

Client Consulting & Pre-Sales

Understand client business challenges and recommend scalable Salesforce solutions
Lead discovery calls, requirement gathering, and solution discussions
Support pre-sales activities including demos, estimations, proposals, and CRM consulting
Act as a trusted advisor on Salesforce best practices and process improvements

Solutioning & Project Ownership

Translate business requirements into clear workflows and actionable solutions
Coordinate with developers, admins, and external freelancers for smooth execution
Manage ongoing Salesforce projects, timelines, priorities, and client communication
Ensure quality delivery aligned with business goals

Salesforce & Technical Understanding

Strong understanding of Salesforce ecosystem including Sales Cloud, Service Cloud, automation, reporting, and data management
Working knowledge of integrations, APIs (REST/SOAP), and system connectivity
Basic understanding of Apex, LWC, and development concepts to effectively guide technical teams
Ability to evaluate solution feasibility and scalability

Stakeholder Management

Collaborate with cross-functional teams and client stakeholders
Handle multiple projects simultaneously in a fast-paced environment
Drive proactive communication, problem-solving, and execution ownership

Required Skills & Experience

4–8 years of experience in Salesforce Consulting, Business Analysis, Solutioning, or CRM Project Management
Strong client-facing consulting and stakeholder management experience
Exposure to pre-sales, tech discovery, and solution architecture discussions
Ability to manage multiple projects and coordinate internal/external teams
Excellent communication, documentation, and problem-solving skills
Salesforce certifications are a plus

Sr Consultant - Salesforce