Associate Lead Consultant - Salesforce

10-13 Years

• Salesforce Presales SME experience of min 10 years, should have worked on 10+ pro


• Should have experience in building end to end Salesforce proposals based on available information


• Extremely strong in Power point and Excel (Ideally should have his own set of PPT, Excel templates)


• Strong Experience in working on RFPs, Solutions, Offerings, Pricing & margin calculations.


• Should able to estimate efforts needed for provided salesforce scope of work


• Strong Functional understanding of Salesforce ecosystem and it s offerings


• Support architect while building salesforce proposals and contribute into salesforce solutioning and design


• Strong and effective in communication.


• Should able to own the internal and external demos for proof of concepts


• Based on need, Participate and Engage with Customers in discovery workshops to gather detailed requirements, define scope. Act as a supporting function to Architect


• Certifications needed:
  
  
  
  • Admin
  
  
  • Sales cloud, Service Cloud, Experience Cloud
  
  
  
  


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  • Nice to Have: CPQ, Field Service, Any Industry cloud (Manufacturing Cloud, health Cloud, B2B & B2C Commerce Cloud, Field Service, CPG etc)
  
  
  
  

Platform Development:

• Hands-on experience in APEX Coding, Integrations, Customizations, Development Certifications, Lightening UI Aura Development, LWC Development.

Sales Cloud:

• Hands-on experience in Configuring & customizing Sales Cloud modules: Salesforce Declaratives & Configurations, Account Management, Contract Management, Lead Management, Opportunity Management, Order Capture, Forecasting, Territory Management, Reports, Dashboards, Lightening UI Aura Development, LWC Development, CPQ.

Experience Cloud:

• Hands-on experience of Cloud Modules & Functionalities like:Salesforce Declaratives & Configurations, Salesforce Community/Portal Configurations, Partner &/or Customer Onboarding, Lead Management, Account Management, Opportunity Management, Case Management, Article & Content Management, Standard & Custom Template Usage, Reports, Dashboards, Integrations, Lightening UI Aura Development, LWC Development.


• Completion of all Experience Cloud Trailheads & Badges.

Service Cloud:

• Hands-on experience in Configuring & customizing Service Cloud modules: Salesforce Declaratives & Configurations, Account Management, Contact Management, Case Management, Web to Case, CTI Integration, Social Channels, Omnichannel, Entitlements & SLA Management, Article & Content Management, Reports, Dashboards, Integrations, Lightening UI Aura Development, LWC Development.

Any Industry Clouds:

• Hands-on experience in any Industry Cloud: B2B eCommerce, B2C eCommerce, Marketing Cloud (B2C Marketing), Pardot (B2B Marketing), Field Service Lightening/ServiceMax, HealthCloud, FinanceCloud, CPQ, Consumer goods Cloud etc.


• Completion of Trailheads & Badges for any of the Salesforce Industry Clouds.

Accountability:

• Being a role model for taking initiative and ensuring others take initiative, removing obstacles for others, taking ownership for results and deadlines for self and others, and acting as a role model for being responsible.

Agility:

• Works with a diverse set of situations, people and groups and adapts and motivates self and team to thrive in changing environment.

Collaboration:

• Reaches out to others in team to ensure connections are made and team members are working together.


• Looks for ways to integrate work with other teams, identifying similarities and opportunities, making necessary changes in work to ensure successful integration.

Customer Focus:

• Engages in executive customer discovery to predict future needs of customers and drives customer relationships with a long-term focus and takes actions to enhance customer loyalty.

Communication:

• Communicates and presents complex ideas, information, and data to multiple, broad, and demanding stakeholders internal and/or external to the Organization.


• Helps others communicate better with their audience. Demonstrates honest, direct, and transparent communication and facilitates conversations within the team and its close collaborators.

Drives Results:

• Proactively seeks challenging and differentiated opportunities and drives and motivates team members to take on more responsibility.

Resolves Conflict:

• Balances the business interests of all stakeholders and manages any conflicts offering mutually beneficial options.