Salesforce Consultant

hubspot solution provider agency dean infotech

3-5 Years

Not Disclosed

India, Faridabad

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Posted 14 hours ago
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Job Description

Responsibilities

Salesforce Consulting & Solution Design:
Understand client business processes and translate business requirements into Salesforce-based solutions.
Provide strategic consulting on Salesforce best practices, platform capabilities, and implementation approaches.
Recommend scalable and efficient Salesforce solutions aligned with customer objectives.
Conduct gap analysis and prepare solution proposals and roadmaps.
Presales & Client Engagement:
Lead and manage presales discussions, discovery workshops, and solution demonstrations.
Collaborate with sales teams to understand customer needs and develop winning proposals.
Prepare effort estimates, solution documents, presentations, and Statements of Work (SOWs).
Support RFP/RFI responses and participate in customer presentations and technical discussions.
Build strong relationships with stakeholders and act as a trusted Salesforce advisor.
Requirement Gathering & Business Analysis:
Conduct requirement gathering sessions with clients and stakeholders.
Document business requirements, user stories, process flows, and functional specifications.
Analyze business challenges and propose optimized Salesforce solutions.
Ensure clear communication between business stakeholders and technical teams.
Team Management & Project Coordination:
Coordinate with Salesforce Admins, Developers, QA teams, and Project Managers.
Guide project teams throughout the implementation lifecycle.
Monitor project progress, risks, dependencies, and deliverables.
Facilitate internal meetings and ensure alignment between stakeholders and delivery teams.
Salesforce Administration & Development Knowledge:
Possess working knowledge of Salesforce Administration, including:

User Management
Profiles, Roles, and Permission Sets
Reports and Dashboards
Workflow Rules, Process Builder, and Flows
Data Management and Security

Have basic understanding of Salesforce Development concepts:

Apex Classes and Triggers
Lightning Web Components (LWC)
Visualforce
Integrations using APIs
Deployment and Release Management

Skills And Qualifications

Minimum 3+ years of Salesforce Consulting experience.
Strong expertise in Salesforce consulting and solutioning.
Proven experience in presales activities and customer-facing engagements.
Excellent requirement gathering and business analysis skills.
Strong stakeholder management and communication abilities.
Experience managing and coordinating cross-functional teams.
Ability to create solution designs, effort estimations, and project documentation.
Strong presentation and workshop facilitation skills.
Understanding of Salesforce Sales Cloud, Service Cloud, and platform capabilities.
Excellent verbal and written communication skills.

Qualifications

Salesforce Administrator Certification (Preferred).
Salesforce Business Analyst Certification (Preferred).
Salesforce Sales Cloud Consultant or Service Cloud Consultant Certification (Preferred).
Experience working with Agile/Scrum methodologies.
Exposure to Salesforce implementation and support projects.

Key Competencies