TruSummit Solutions

Meaningful solutions that empower people and businesses to reach their technology peak with Salesforce.

Salesforce Managed Services Consultant

SalesSalesFull TimeRemoteTeam 11-50Since 2020H1B No SponsorCompany SiteLinkedIn

Location

Pennsylvania

Posted

51 days ago

Salary

Not specified

Bachelor Degree3 yrs expEnglish

Job Description

• Act as the primary point of contact, advocate, problem solver, and trusted advisor for a select group of managed services clients. • Stay current with Salesforce platform updates, features, and best practices, offering proactive recommendations for system enhancements, optimizations, and industry-specific solutions. • Communicate confidently and effectively, demonstrating strong business insight and a willingness to challenge ideas or propose changes. • Maintain a deep understanding of how Salesforce integrates within the broader technology ecosystem. • Identify and uncover opportunities to drive revenue growth through expansion. • Assist the Managed Services Lead in monitoring project budget (hours), timeline, and scope to ensure proactive management of engagements and keep clients informed. • Organize, lead, and facilitate meetings covering requirements gathering, design, solution architecture, configuration, testing, deployment, and implementation. • Serve as a Project Manager, Business Analyst, and Functional Consultant for managed services client engagements across various business applications, with the ability to diagnose and resolve issues, perform scheduled activities, and propose solutions or alternative methods to meet client needs. • Configure Salesforce modules, including data models, page layouts, validation rules, workflows, and process automation. • Support new and existing Agentforce implementations. • Advise clients on Salesforce best practices and implementation strategies. • Analyze client requirements and design scalable, efficient, and user-friendly Salesforce solutions. • Develop workflows and automation to meet business needs and enhance user productivity. • Provide technical expertise and troubleshooting support for Salesforce-related issues, addressing and resolving system errors, bugs, and configuration problems efficiently. • Collaborate with clients to understand their business processes, challenges, and goals. • Conduct regular meetings to assess system performance, gather requirements, and recommend enhancements or optimizations.

Job Requirements

  • 3+ years working as a Salesforce administrator
  • 2+ years working in the consulting space
  • 1+ years’ experience with Salesforce Process automation
  • Bachelor's degree (computer science, information systems, and/or a related field preferred)
  • Salesforce Administrator Certification required
  • Ability to work independently and collaboratively with professionals at all levels
  • Strong time management skills with the ability to handle multiple assignments and navigate ambiguity
  • Flexible and adaptable to new challenges
  • Eagerness to learn about new industries and technologies
  • Basic understanding of AI concepts and Agentforce
  • Knowledge and experience with formal delivery methodologies (Agile, SCRUM, Waterfall)
  • Self-motivated, self-directed, highly organized, strong attention to detail
  • Strong desire to drive customer success
  • Strong communication and interpersonal skills to interact with clients and team members.
  • Excellent problem-solving skills and attention to detail.
  • Strong experience working with Salesforce, including configuration, customization, and administration.

Benefits

  • Medical, Dental, and Vision insurance
  • Flexible schedule
  • Unlimited Paid time off
  • Employer-Matching 401k Retirement Plan
  • Funding for each employee’s professional development
  • Reimbursement for health club memberships & internet/phone

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