Principal Engineer Salesforce Business Consultant

Role - Salesforce Business Consultant
Location - East Coast
Working Model - Remote
Employment type - Full-time Employee

Job Overview:

Salesforce Business Consultant/ Solution Architect Key Responsibilities:

• Client Advisory & CRM Transformation.
• Lead discovery workshops with manufacturing clients to understand strategy sales and service models channels (direct OEM distributor dealer) and key KPIs.
• Assess current CRM/legacy landscape identify gaps and define a Salesforce-centric target state. 
• Design CRM transformation roadmaps with Salesforce as the strategic CRM platform including phases scope and rollout plan.
• Redesign end-to-end business processes (Lead-to-Opportunity-to-Order / Quote-to-Cash Key Account Management After-Sales & Service Warranty Field Service Partner/Dealer Management) aligned to Salesforce best practices. 
• Act as trusted advisor to senior client stakeholders (Sales Service Operations IT leadership) on CRM strategy governance and operating models. 

Salesforce Solution Architecture & Design:

• Own end-to-end Salesforce solution architecture for manufacturing CRM engagements primarily across Sales Cloud Service Cloud Experience Cloud and where relevant Manufacturing Cloud Field Service Revenue Cloud/CPQ and CRM Analytics.
• Define data model object relationships security model environment strategy and integration patterns with ERP (SAP Oracle Dynamics Infor) MES PLM pricing engines and other systems. 
• Produce solution blueprints high-level design and effort estimates; ensure designs are scalable maintainable and aligned to Salesforce best practices and platform limits. 
• Guide functional consultants and technical teams during delivery reviewing user stories configurations and customizations for alignment with the solution design.
• Contribute to internal accelerators templates and industry-specific assets for manufacturing CRM. 

Pre-sales Demos & Proposals (Consulting/SI Context):

• Partner with sales and account teams to qualify opportunities and define solution and delivery approaches.
• Lead Salesforce demos tailor-made for manufacturing scenarios (e.g. key account planning complex opportunity management CPQ 
• quoting flows warranty and service flows dealer/distributor portals field service scenarios).
• Prepare solution slides architecture overviews and walkthroughs for client presentations including oral RFP defenses.
• Translate RFP/RFI requirements into Salesforce-based solutions and clearly documented scope approach and assumptions.
• Build and articulate the business case and ROI for CRM transformation linking Salesforce capabilities to commercial and operational outcomes (pipeline growth win rates forecast accuracy service response time first-time-fix rate dealer performance customer satisfaction). 

Change Management Adoption & Governance:

• Advise clients on CRM governance operating models and Salesforce roles (product owner key users admins CoE structure).
• Support definition of role-based Salesforce usage models for sales reps KAMs service agents and partner users.
• Provide input to change communication and training plans and help design meaningful KPIs and dashboards to monitor CRM adoption and performance. Promote data quality and disciplined CRM usage (account/contact hygiene opportunity and pipeline management case and service data) to enable reliable reporting and analytics. 

Delivery Oversight & Quality Assurance:

• Serve as design authority for one or more projects ensuring coherence across workstreams and vendors.
• Participate in and sometimes lead key Agile ceremonies (workshops backlog refinement sprint planning showcases) clarifying requirements and validating sprint outcomes.
• Identify risks and issues related to solution design scope or integration early and propose mitigation options.
• Support UAT planning test scenario definition for end-to-end CRM flows go-live readiness assessment and hyper care. 
   

Qualifications :

Good to Have: Salesforce in Manufacturing.

Professional Background:

• 8 - 12 years total experience with at least 5 years focused on Salesforce CRM (Sales Cloud Service Cloud and/or Experience Cloud).
• 4 - 6 years working with manufacturing organizations or clients (discrete process industrial equipment automotive high-tech manufacturing etc.). Significant experience in an SI/consulting environment in client-facing roles (consultant lead consultant solution architect engagement lead).
• Proven track record of leading 2 3 years full lifecycle Salesforce implementations from discovery through go-live and adoption.
• Experience delivering Salesforce in ERP-integrated enterprise environments. 

Education & Certifications: 

• Bachelors degree in business Engineering Information Systems Computer Science or related discipline.
• MBA or other advanced business degree is an advantage.
• Salesforce certifications strongly preferred such as Salesforce Certified Administrator (and/or Advanced Administrator) Salesforce Certified Sales Cloud Consultant Salesforce Certified Service Cloud Consultant Experience Cloud Consultant Field Service Manufacturing Cloud or CPQ Specialist (nice to have) B2B Solution Architect.

Salesforce & CRM Skills: 

• Strong functional expertise in Sales Cloud (accounts contacts opportunities pipelines forecasting territory management account hierarchies).
• Strong functional expertise in Service Cloud (cases SLAs entitlements service processes knowledge omni-channel service console).
• Experience with Experience Cloud for partner and customer portals (especially dealer/distributor portals and B2B self-service).

Preferred: 

• Hands-on or design experience with Manufacturing Cloud Field Service CPQ / Revenue Cloud and CRM Analytics (Tableau CRM).
• Solid understanding of Salesforce architecture components (data model security sharing integration options environment and deployment strategy). Ability to design meaningful reports and dashboards that align with manufacturing KPIs (sales funnel win/loss margin forecast accuracy service SLAs partner performance). 

Industry & Business Skills: 

• Familiarity with manufacturing-specific concepts such as Make-to-Order Make-to-Stock Engineer-to-Order channel sales models dealer networks installed base/assets service contracts warranties and field service operations.
• Ability to translate business needs from sales service and operations into Salesforce capabilities and realistic roadmaps. 
• Strong commercial acumen in the consulting context (scope management estimation risk assessment identification of upsell/cross-sell opportunities). 

Consulting & Soft Skills: 

• Excellent communication and presentation skills confident in workshops and executive-level meetings.
• Strong stakeholder management and facilitation skills able to navigate complex client organizations and competing priorities.
• Analytical structured and outcome-driven comfortable operating in ambiguous environments and creating clarity for clients and teams. 
• Experience leading and mentoring junior consultants and collaborating with distributed onshore/offshore delivery teams.

Additional Information :

Disclaimer: Nagarro is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will be afforded equal employment opportunities without discrimination based on race creed color national origin sex age disability or marital status.

Remote Work :

Yes

Employment Type :

Full-time