Salesforce Consultant (Associate Level)

89 days ago

Location
Australia
Role
Consultant
Contract
type.
Salary
n/a

As a Salesforce Consultant you will work within aid with the management of several Salesforce related Projects. The projects encompass a range of technology-enabled business and process transformation initiatives and the delivery of a major Salesforce capability uplift.

Your expertise will be critical to the analysis of the current and innovative business processes and defining the strategy in transforming the business. This role will work with the business in terms of interpreting and documenting change requests, designing solutions to business problems, contributing to/leading agile practices, providing third level support/SME knowledge, and supporting solution testing and implementation.

Roles & responsibilities:

Consulting

Manage the timely delivery of projects through developing project plans and monitoring progress against them
Effectively communicate status updates to the stakeholders regarding progress
Meet with clients and get an understanding of their existing FP&A processes
Determine and document client requirements for new FP&A solutions
Provide guidance to clients on budgeting and planning best practices
Contribute to the design of FP&A solutions, including the design of best practice forecasting models with Adaptive insights
Interface with senior management, business and technology teams to drive the adoption of reporting and planning in the solutions that we have implemented
Demonstrate high understanding of potential functional design issues by suggesting alternatives and providing recommendations
Engaging with clients to understand their business needs, challenges, and objectives.
Conducting workshops and interviews to gather requirements for Salesforce implementations or enhancements.
Assist in designing Salesforce solutions that meet client requirements, leveraging standard Salesforce functionality and customization options.

Business Development/Leadership/Strategy

Assist with the development and delivery of proposals, demonstrations and presentations for new client opportunities
Build relationships within existing clients and use your understanding of their business to identify further opportunities for consulting
Contribute to the teams process improvements initiatives and strategy
Promote and encourage innovation within the team
Be involved in the ongoing development of the strategy for Cloud Solutions service line including the identification of current and emerging trends, potential new service offerings

Technical/Configuration/Client Support

Respond to client support questions and requests via phone and email in relation to solutions that have been implemented
Provide technical guidance
Configuring Salesforce to align with client needs, including setting up objects, fields, workflows, process builder, and other declarative features. Additionally, developing custom solutions using Apex, Visualforce, Lightning Components, and other development tools when necessary.
Creating and maintaining documentation for Salesforce solutions, including requirements documents, design specifications, user guides, and training materials.
Performing thorough testing of Salesforce configurations, customizations, and integrations to ensure quality and reliability.

Risk & Compliance

Comply with relevant firm and industry legislation and incorporate into practices and processes as relevant
Report all identified risks, breaches
Comply with relevant WH&S legislation, adhering to reasonable instructions, work procedures and practices to maintain the health and safety of the team
Report all workplace hazards and incidents

Key performance indicators:

Agreed upon through the performance measurement process with the Salesforce Consulting Director

Special conditions:

Ordinary full-time hours: 38 hours per week between 8am – 6pm
On occasion some out of hours work may be required – please note unpaid overtime may also be required on occasions

Selection criteria:

Skills/Knowledge/Experience

Excellent written and verbal communication skills
Strong interpersonal skills and problem solving skills
Extremely organised and detail oriented
Ability to engage and manage internal client expectations
Manage competing deadlines, multiple projects simultaneously and conflicting priorities
Ability to grasp and apply new concepts
Very strong knowledge of the Salesforce platform
Skills in solution scoping and design - requirements gathering, gap analysis and future-state design
Functional specialisation and certifications in specific Salesforce modules
One or more of Sales Cloud, Service Cloud, Consumer Goods Cloud, Marketing Cloud, Commerce Cloud, Health Cloud or Public Sector Solutions
Knowledge of development lifecycle, and key Salesforce development tools and technologies
Experience in delivering solutions as part of a Salesforce Partner, or within in-house support or project team