Salesforce Consultant

  • Location:

    Texas, USA

  • Sector:


  • Job type:


  • Salary:


  • Contact:

    Sam Myers

  • Contact email:


  • Job ref:


  • Published:

    25 days ago

  • Expiry date:


  • Startdate:


We are seeking a full-time Salesforce Consultant to join our family. Our Consultants are highly motivated, extremely organized, and expected to leverage their successful experience with project implementations to be the liaison between our Clients and the delivery team. Within the Consultant role, one will develop a comprehensive understanding of their clients business goals to align with the our service offerings. Consultants partner with Architects to establish business process flows and design solutions for advanced business process and business intelligence systems. Consultants deliver solutions to ensure user adoption and develop custom applications that enrich the user experience. This role will work mainly within Salesforce and manage the client life cycle, owning the client relationship while ensuring the delivery team completes client requested work to meet project and client demands. Our Consultants work with a team and are responsible for:

  • Understanding client business process and potential constraints (budget, timeline, expertise, etc.) to define optimal and reasonable project scope and expectations
  • Gather requirements from client interviews, meetings, whiteboarding & documentation analysis to provide oversight of the solution throughout the project; ensure clients are able to make educated decisions on recommended services/products for sign off
  • Experience with Process Builders, Workflows, Data Modeling, Apex Testing, working knowledge of Lightning and Apex development.
  • Participate in QA checkpoints during delivery to provide guidance and ensure solution aligns with original scope
  • Work with delivery team to develop and validate estimates to support Change Orders
  • Process design (flow mapping & scenario design) & document complex business workflows and requirements
  • Testing implementation of software development efforts from coding, integrations, configurations, install, debugging
  • Design training curriculum for user and admin training sessions.
  • Maintain certifications and continually explore solution capabilities of the Salesforce ecosystem
  • Effectively manage one or more clients and/or projects across varying industries.


  • 3+ years of experience with Salesforce in an administrative and/or consulting capacity
  • Multiple Salesforce Org large projects and/or implementations including release and environment management
  • Certified Salesforce Administrator
  • Experience in training and writing training documentation
  • Experience working in Salesforce Lightning
  • Experience in Process Builder, Flows, Workflows, Approval Process, Validations Rules, and Duplication/Matching Rules

Desired Qualifications

  • Other Salesforce certifications, Sales Cloud Consultant, Marketing Cloud Consultant, Community Cloud Consultant, Service Cloud Consultant, Certified CPQ Specialist, Certified Platform Application Builder, Pardot Specialist, etc…
  • Bachelor's Degree

Cultural Requirements

  • Highly Adaptable to change
  • Proactive self-starter who can work effectively individually and with project team members
  • Excellent verbal, written & presentation communication skills
  • Strong work ethic with the ability to work autonomously while knowing when to ask for help

Benefits Package

  • Competitive salary
  • 100% Employer paid medical, dental, vision & life for direct employee
  • Flexible Schedule w/ Focus on Work/Life Balance
  • 100% Remote Work, No Required Travel
  • Monthly Performance Bonus Plan (get paid for the hours you work)
  • Annual Profit Share for W2 Employees
  • Annual Company Trip/Retreat
  • Training Program for continued education efforts

Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.