Salesforce Consultants (ENR0006)

DUTIES AND RESPONSIBILITIES

Operational Management

• Support the translation of business requirements into well-architected technical solutions that best leverage the Salesforce platform and are aligned with client business objectives.
• Assist in identifying areas for improvement between the client’s current Salesforce setup and their desired outcomes, supporting alignment through tailored solutions.
• Support the definition, review and delivery of the technology solutions for clients.
• Configure Salesforce features to support clients’ business requirements.
• Contribute to configuration and build of Salesforce data models to help support business requirement.
• Support the delivery of workshops to identify client needs leading to scoping project proposals.
• Provide technical expertise and support to Sales in the development and review of proposals.
• Deliver configuration, quality assurance, testing, and deployment of Salesforce solutions.
• Perform other duties as assigned.

Relationship Management

• Regularly update clients on progress, addressing any questions or concerns to maintain clear, proactive communication throughout the implementation process.
• Collaborate with key stakeholders to gather feedback, ensuring solutions align with client expectations and support their overall business goals.
• Work with the Client Success team to provide clients with continued guidance on system usage, troubleshooting, and updates as needed to maintain satisfaction and solution effectiveness.

Information Security

• Understand basic security principles and follow company IS policies, including participation in mandatory security awareness training and regular acknowledgement of IS policy changes.
• Manage and handle data securely, in accordance with company policies for data classification, protection and confidentiality.
• Responsibly use secure credentials, ensuring the protection of sensitive data, and following organization access control protocols.
• Report security incidents, breaches, or suspicious activities immediately, following established reporting procedures.
• Adherence to all ISMS (Information Security Management System) protocols, including the use of secure systems, safeguarding assets, and avoiding unauthorised software installations or activities.
• Ensure secure use of, and return of company assets, including laptops, mobile devices, and data, upon termination or role change.
• Protect proprietary and client information and refrain from disclosing it outside authorised boundaries.

Company Strategy and Compliance

• Actively embody and promote our mission and values in daily work, fostering a culture of collaboration, innovation, and integrity to support client success and uphold our company’s reputation.
• Contribute to ongoing improvement initiatives that align with and advance company objectives.
• Collaborate effectively with team members to achieve shared goals and deliver high-quality outcomes.
• Ensure compliance with all company policies, procedures, and relevant legal and regulatory requirements.
• Adhere to established approval processes for all company-related expenses, maintaining responsible and accountable financial practice.

Work Health and Safety

• Comply with company and statutory WHS policies, standards and procedures.
• Lead by example to instigate and follow safe work practices.
• Promote the physical security of our people and assets.

QUALIFICATIONS

Skills and Attributes

• Salesforce Expertise: Proficiency in declarative Salesforce tools (eg Flows, Validation Rules) to implement and modify solutions.
• Problem-Solving: Ability to analyse issues, research solutions, and resolve smaller-scale challenges independently.
• Data Management: Familiarity with data import/export tools in Salesforce and understanding of data integrity practices.
• Basic Integration Knowledge: Awareness of common Salesforce integrations, even if not directly responsible for building them.
• Client Communication: Strong written and verbal communication to liaise with clients, understand their needs, and provide updates throughout the project and ticket/case lifecycle.

• Attention to Detail: Accuracy and alignment with client requirements in all work, minimising errors/rework.
• Plan and Organise: Ability to work autonomously, plan and prioritise workloads to meet deadlines.
• Adaptability: Open to learning new Salesforce features and processes as project requirements evolve.
• Collaboration: Working effectively with colleagues, including senior consultants and developers, to support project goals.
• Client-Centric: Approaches each task with the client’s success and satisfaction in mind.
• Commitment to Improvement: Actively seeks opportunities for growth in Salesforce knowledge and alignment with company best practices and values.
• Consultant Mindset: Demonstrates a strong consultant mindset with a focus on delivering value to clients. Understands the significance of time management and timely timesheet logging for accurate billing and project efficiency. Takes ownership of timesheet responsibilities to ensure transparent and accountable billing practices.
• Values Alignment: Consistently embodies and demonstrates the company’s core values in interactions, decision-making, and work approach.
• Professional Commitment: Dedication to information security, workplace safety, and is willing to contribute additional hours when needed to meet project or organisational demands.

Experience

• Demonstrated experience in a consulting role, working on Salesforce implementations across varied industries to tailor solutions to client requirements.
• Strong understanding of Software Development Lifecycle processes, ensuring alignment between project milestones, development tasks, and deployment stages.
• Experience in managing project scope, meeting deadlines, and delivering on time while maintaining high quality and client satisfaction.
• Demonstrated aptitude for quickly learning new technologies and applying them to improve client outcomes and solution effectiveness.
• Proven ability to deliver IT solutions successfully from conception to deployment, ensuring seamless integration with existing systems and workflows.

Knowledge

• Salesforce Platform Fundamentals: Understanding of key Salesforce concepts, including the object model, standard vs. custom objects, and permissions.
• Declarative Tools: Knowledge of Salesforce’s declarative development tools to implement business solutions without code.
• Data Management: Understanding of Salesforce data import/export features and best practices for data hygiene, data mapping, and duplicate prevention.
• Salesforce Best Practices: Familiarity with Salesforce implementation best practices, ensuring scalable, maintainable solutions that align with platform recommendations.
• Troubleshooting Basics: Ability to assess issues, provide initial troubleshooting, and identify when to escalate to more senior consultants or developers.
• Client Communication Techniques: Knowledge of effective communication strategies for managing client expectations and maintaining positive client relationships.

Certifications

• Required:
  • Certified Administrator
  • Salesforce Sales Cloud
  • Service Cloud Certified
• Highly Desired
  • Advanced Admin
  • Salesforce Non-Profit Cloud Consultant
  • Omnistudio Consultant
  • AI Associate
  • Experience Cloud