Salesforce CRM Consultant

Overview

Hybrid
Depends on Experience
Accepts corp to corp applications
Contract - W2
Contract - Independent
75% Travel

Skills

Salesforce CRM Consultant
experience in Private Equity
CRM

Job Details

Role Description:
Position: Salesforce CRM Consultant
Location: New York (Hybrid)
Duration: 6+ Months

Design, operate, and integrate Salesforce systems to enable efficiencies in key areas of the business
Provide coaching in best practices for Salesforce administration and implementation to enhance user experience
Use Salesforce automation to streamline internal processes
Manage multiple stakeholder engagements and work with relevant team members to learn project requirements, facilitate process analysis sessions, and develop technology solutions
Identify project issues and risks, and present alternatives for alleviating or resolving them

Responsibilities
Design, build, and deliver tailored solutions for the business using Salesforce and other connected technologies
Provide day-to-day administration, troubleshooting, and maintenance for the connected Salesforce platform
Support continued build-out of key reports and dashboards, data administration, and integrity upkeep
Adhere to and promote best practices, and design the guidelines for security procedures

Required skills and qualifications
10 or more years of experience with technical implementations
Advanced experience with Salesforce configurations in area of Roles, Profiles and Permission sets
Background in CRM process design and implementation
Experience with enterprise integration tools and ETL (extract, transform, load) tools
Strong presentation and communication skills

Preferred skills and qualifications
Bachelor s degree or equivalent
Experience with CRM software Salesforce
Experience with visualization tools such as PowerBI
Experience with system integrations
Experience with Einstein and AgentForce
Experience with Territory Management
Experience with Platform ev

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