Salesforce Consultant

Salesforce Consultant – Managed Services (3+ Years Experience) immediate Joiner 

Location: Bangalore / Coimbatore

Company: Adapt IQ

About the Role

Adapt IQ is looking for an experienced and customer-focused Salesforce Consultant with 3+ years of hands-on Salesforce experience to join our Managed Services team. In this role, you will partner with global clients, understand their business needs, and ensure the successful delivery of scalable Salesforce solutions. You will collaborate closely with senior developers, architects, and business stakeholders to drive continuous value, manage client expectations, and maintain high service excellence.

This role offers the opportunity to work on diverse global projects, elevate your technical and functional skills, and play a key role in strengthening long-term customer relationships.

Key Responsibilities

1. Client Relationship Management & Ownership

• Act as the primary point of contact for multiple Managed Services clients.
• Lead regular cadence calls to review progress, upcoming priorities, and potential risks.
• Build strong client relationships founded on trust, transparency, and proactive communication.
• Manage escalations professionally and ensure clear documentation of key decisions and actions.

2. Requirement Gathering, Prioritization & Value Assessment

• Engage directly with clients to gather, evaluate, and refine business requirements.
• Assess business value and push back confidently on low-impact or non-essential requests.
• Propose scalable, cost-effective alternatives when required.
• Estimate effort, prevent scope creep, and ensure alignment with the client’s contracted hours.
• Define clear acceptance criteria and provide complete context to the delivery team.

3. Salesforce Administration & Technical Functional Expertise

• Execute Salesforce administration activities: Flows, Permission Sets, Validation Rules, Reports, Dashboards, Page Layouts, and basic data operations.
• Deliver small configuration tasks independently.
• Understand data models and fundamental technical components; basic coding knowledge is an added advantage.
• Conduct functional validation and basic testing before presenting solutions to clients.

4. Delivery Coordination & Execution Oversight

• Serve as the critical link between clients and the delivery team, ensuring clarity and expectation alignment.
• Track task progress, follow up proactively, and ensure timely delivery.
• Review completed work from a business perspective before client handover.
• Ensure accurate time logging and maintain a steady pipeline of value-driven work for each client.
• Maintain high standards of SLA compliance and case hygiene (status, notes, next actions).
• Identify risks, blockers, and dependencies early and communicate them effectively.

5. Upsell, Renewals & Account Growth Support

• Identify opportunities for enhancements, improvements, or new initiatives within client accounts.
• Collaborate with the Sales team to support proposal creation and SOW documentation.
• Contribute to successful client renewals by consistently demonstrating value.
• Stay informed about Adapt IQ’s offerings, accelerators, and pricing to position solutions effectively.

6. Operational Discipline & Knowledge Continuity

• Maintain detailed documentation to ensure seamless handovers and backup support.
• Avoid information silos by ensuring accessible and complete knowledge capture.
• Follow structured communication and documentation practices without unnecessary overhead.

7. Behavioral & Professional Expectations

• Demonstrate assertiveness and the ability to push back on non-essential or low-value requests.
• Exhibit empathy, professionalism, and consultative communication at all times.
• Understand both the client’s stated needs and their underlying business drivers.
• Manage time effectively and handle multiple client priorities simultaneously.
• Show accountability, ownership, and a solution-oriented mindset in all interactions.

Employee Benefits

·        Comprehensive Health Coverage – Inclusive medical insurance to support your wellbeing.

·        Life Insurance Protection – Financial security our employee

·        Generous Paid Leave Policy – Because work-life balance matters.

·        Continuous Learning Support – Access to premium Learning & Development platforms to help you grow your career.