Salesforce Consultant
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Job Location:
Monthly Salary:
Posted on:
16-10-2025
Vacancies:
1 Vacancy
Job Summary
Description
Responsibilities
Qualifications
Preferred Skills & Experience:
- Familiarity with Apex Visualforce and Lightning Web Components (LWC) for custom development.
- Experience with data import tools like Data Loader and Import Wizard.
- Knowledge of integration APIs and middleware.
- Experience with project management methodologies (e.g. Agile Scrum).
- Background in CRM process design and implementation.
- Experience working in service industries such as call centers or customer support.
- A proactive attitude and a commitment to continuous learning and development.
Responsibilities
Key Responsibilities:
- Requirement Analysis & Solution Design:
- Collaborate with stakeholders including sales teams management and IT departments to thoroughly understand specific business requirements sales targets existing processes and pain points.
- Conduct interviews and workshops to gather comprehensive insights and document current processes and desired outcomes.
- Perform gap analysis to identify discrepancies and determine necessary changes and enhancements.
- Design bespoke Salesforce Sales and Service Cloud solutions that meet customer business requirements and optimize sales and service workflows.
- Provide strategic guidance and advanced solution design for complex business challenges.
- Configuration & Customization:
- Configure Salesforce Sales Cloud features such as lead management opportunity tracking sales forecasting and workflow automation.
- Configure Salesforce Service Cloud features including case management knowledge base omnichannel routing entitlements milestones SLAs and service consoles.
- Customize page layouts fields dashboards and reports to enhance user experience and accessibility.
- Develop custom applications and components using Apex Visualforce and Lightning components when out-of-the-box features do not meet client requirements (optional but helpful).
- Data Management & Integration:
- Plan and execute data migration protocols ensuring accurate transfer of existing customer data from legacy systems into Salesforce Sales and Service Cloud.
- Integrate Salesforce with other enterprise systems such as marketing platforms ERP systems external databases or third-party applications.
- Ensure the scalability security and performance of Salesforce implementations.
- User Training & Support:
- Develop and deliver training programs tailored to different user roles ensuring effective system adoption.
- Create user guides FAQs and support materials.
- Provide ongoing post-implementation support troubleshooting and system updates to address issues and optimize performance.
- Performance Analysis & Optimization:
- Create tailored reports and dashboards to track key performance indicators (KPIs) such as lead conversion rates sales pipeline health revenue forecasts CSAT average handling time and first-contact resolution.
- Utilize analytics tools to identify trends potential opportunities and customer behavior patterns.
- Continuously optimize Salesforce solutions based on performance analysis and evolving business needs.
Qualifications
Required Qualifications:
- Proven experience (typically 2-5 years) as a Salesforce Consultant or Senior Business Analyst with a focus on Sales Cloud and Service Cloud implementations.
- In-depth knowledge of Salesforce administration and configuration.
- Demonstrated ability to understand complex business processes and translate them into effective Salesforce solutions.
- Experience with data migration and system integration projects.
- Excellent communication presentation and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Salesforce certifications such as Salesforce Administrator Sales Cloud Consultant and Service Cloud Consultant are highly desirable.
Required Experience:
Contract
Key Skills
- Sales Experience
- Direct Sales
- Hyperion
- Financial Services
- Financial Concepts
- Banking
- Oracle EBS
- Securities Law
- Peoplesoft
- Oracle
- Financial Management
- Workday
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