Responsibilities
- Salesforce Consulting & Solution Design:
- Understand client business processes and translate business requirements into Salesforce-based solutions.
- Provide strategic consulting on Salesforce best practices, platform capabilities, and implementation approaches.
- Recommend scalable and efficient Salesforce solutions aligned with customer objectives.
- Conduct gap analysis and prepare solution proposals and roadmaps.
- Presales & Client Engagement:
- Lead and manage presales discussions, discovery workshops, and solution demonstrations.
- Collaborate with sales teams to understand customer needs and develop winning proposals.
- Prepare effort estimates, solution documents, presentations, and Statements of Work (SOWs).
- Support RFP/RFI responses and participate in customer presentations and technical discussions.
- Build robust relationships with stakeholders and act as a trusted Salesforce advisor.
- Requirement Gathering & Business Analysis:
- Conduct requirement gathering sessions with clients and stakeholders.
- Document business requirements, user stories, process flows, and functional specifications.
- Analyze business challenges and propose optimized Salesforce solutions.
- Ensure clear communication between business stakeholders and technical teams.
- Team Management & Project Coordination:
- Coordinate with Salesforce Admins, Developers, QA teams, and Project Managers.
- Guide project teams throughout the implementation lifecycle.
- Monitor project progress, risks, dependencies, and deliverables.
- Facilitate internal meetings and ensure alignment between stakeholders and delivery teams.
- Salesforce Administration & Development Knowledge:
- Possess working knowledge of Salesforce Administration, including:
- User Management
- Profiles, Roles, and Permission Sets
- Reports and Dashboards
- Workflow Rules, Process Builder, and Flows
- Data Management and Security
- Have basic understanding of Salesforce Development concepts:
- Apex Classes and Triggers
- Lightning Web Components (LWC)
- Visualforce
- Integrations using APIs
- Deployment and Release Management
Skills And Qualifications
- Minimum 3+ years of Salesforce Consulting experience.
- Strong expertise in Salesforce consulting and solutioning.
- Proven experience in presales activities and customer-facing engagements.
- Excellent requirement gathering and business analysis skills.
- Strong stakeholder management and communication abilities.
- Experience managing and coordinating cross-functional teams.
- Ability to create solution designs, effort estimations, and project documentation.
- Strong presentation and workshop facilitation skills.
- Understanding of Salesforce Sales Cloud, Service Cloud, and platform capabilities.
- Excellent verbal and written communication skills.
Qualifications
- Salesforce Administrator Certification (Preferred).
- Salesforce Business Analyst Certification (Preferred).
- Salesforce Sales Cloud Consultant or Service Cloud Consultant Certification (Preferred).
- Experience working with Agile/Scrum methodologies.
- Exposure to Salesforce implementation and support projects.
Key Competencies
- Client Relationship Management
- Strategic Thinking
- Problem Solving & Analytical Skills
- Leadership & Team Coordination
- Consulting & Advisory Skills
- Presentation & Communication Excellence
- Time Management & Prioritization
- Business Process Analysis
Interested candidates can share resume to job
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📌 Salesforce Consultant (Faridabad)
🏢 Hubspot Solution Provider Agency | Dean Infotech™
📍 Faridabad