Salesforce Lead Consultant

Overview

Contract - W2
Contract - long term

Skills

ETL
Salesforce
CRM
Best Practices
User Experience
Maintenance
Process Design
Financial Services
Process Analysis
Visualization
Data Administration
Territory Management

Job Details

Job Title: Salesforce Lead Consultant
Location: Princeton, NJ / Remote
Job Type: Full-Time

Objectives of this role
  • 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 event
Preferred: Private Equity or Financial Services Experience
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