Salesforce Techno- Functional Consultant

Key Responsibilities:

Solution Design & Configuration

• Translate business requirements into user stories and scalable Salesforce solution designs.
• Configure Salesforce objects, fields, flows, record-triggered automations, page layouts, and reports.
• Leverage deep knowledge of Sales Cloud and Service Cloud processes (sales cycles, case management, knowledge base, entitlements, omni-channel, etc.) to advise clients.
• Design and implement integrations, data models, and extensions in collaboration with technical leads and developers (Apex, LWC, APIs).
• Ensure all solutions follow Salesforce best practices, are scalable, and minimize technical debt.
• Implement solutions that are sustainable and maintainable, supporting future enhancements and scaling needs.

Delivery Execution

• Participate in Agile ceremonies (sprint planning, backlog grooming, demos, retrospectives) to align delivery and priorities.
• Support QA and UAT cycles, perform defect triage, and manage go-live readiness.
• Prepare release notes, solution documentation, and enablement materials.

Client & Stakeholder Engagement

• Facilitate workshops, clarify edge cases, and present solution demos and walkthroughs.
• Collaborate with client product owners, delivery leads, and project managers to ensure alignment on priorities and timelines.
• Identify risks, dependencies, or design gaps and escalate proactively to project leadership.

Knowledge Sharing & Practice Development

• Contribute reusable components, flows, and documentation to the practice.
• Collaborate with peers, deliver internal training, and share learnings from projects.
• Participate in Salesforce release readiness reviews and evaluate new platform features for adoption.

What Success Looks LikeSuccess in this role is defined by the ability to:

• Deliver high-quality Salesforce solutions that meet or exceed client expectations, on time and on budget and stay within the scope of the SOW.
• Build trusted relationships with clients and delivery teams by demonstrating solution expertise and execution reliability.
• We are a consulting company, so it is imperative to be able to simultaneously work across multiple Salesforce engagements at the same time.
• Show learning agility, quickly adapting to new Salesforce features and client contexts.
• Collaborate effectively across technical and business teams with clear communication and influence.

Requirements

• 7+ years of experience in software development life cycle, with 4+ years on the Salesforce platform.
• In-depth expertise in Marketing, Sales, and Service Cloud use cases.
• Hands-on experience designing and configuring Salesforce solutions across multiple clouds.
• Hands-on experience in designing Salesforce integrations using APIs and middleware (such as MuleSoft, TIBCO, Dell Boomi, or similar), as well as point-to-point integrations.
• Salesforce Administrator certification required; one or more Consultant certs strongly preferred
• Proven experience with full lifecycle Salesforce implementations, including configuration and low-code automation.
• Strong communication, facilitation, and presentation skills.
• Experience working in agile delivery environments.
• Exposure to industry-specific Salesforce offerings (Health Cloud, Manufacturing Cloud, Financial Services Cloud).
• Bachelors degree in Computer Science, Engineering, or related field.