Job#: 3051508 Job Description: Salesforce Consultant
Location: Los Angeles, California (Remote)
Duration: 3 month contract
Role Overview
We are seeking a Salesforce Consultant to implement case management for a Provider Lifecycle Management team. This role involves collecting requirements from operational stakeholders, documenting the approach, implementing, testing, and deploying the solution. The consultant will also be responsible for developing training materials and providing training to the operational team.
Key Responsibilities
- Prepare for and facilitate discovery sessions with operational stakeholders.
- Develop design documentation.
- Configure a Provider Data Model in Salesforce.
- Implement Provider Lifecycle Support App.
- Implement Onboarding Case functionality.
- Implement Tasks and Events.
- Implement Process Automation Notifications using Flows.
- Implement Email Templates.
- Implement Reports and Dashboards.
- Configure App Data Access Policies (Profiles, Permission Sets, Roles, Sharing Rules).
- Conduct Quality Assurance Testing.
- Support User Acceptance Testing.
- Oversee Training and Operational Readiness.
- Provide post-deployment support.
Required Qualifications
- Demonstrated ability to work independently while engaging with impacted technical and operational stakeholders.
- Experience with requirements elicitation and documentation.
- Ability to develop documentation detailing the solution design.
- Direct experience with Salesforce Service Cloud.
- Experience with testing methodologies, test scripting, test execution, and reporting.
- Understanding of deployment best practices related to Service Cloud.
- Declarative Salesforce Development capabilities including, but not limited to, Users, Queues, Permission Sets, Objects, Page Layouts, and Flows.
- Ability to work closely with partner stakeholders, including project managers, end-user operational teams, and various IT teams.
- Required Certifications: Salesforce Administrator, App Builder I.
Preferred Qualifications
- Experience implementing Health Cloud.
- Experience working in a healthcare environment, including knowledge of healthcare regulations (HIPAA).
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Everforth Apex uses a virtual recruiter as part of the application process. Click for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at
Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at or . Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.
UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.
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