Salesforce Senior Consultant

TechOrbit Solutions Private Limited; Pune District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

TechOrbit Solutions Private Limited is seeking an experienced Salesforce Consultant with 6-7 years of hands-on experience in implementation, customization, and business process transformation. You will lead design, configuration, and deployment of Salesforce solutions across Sales Cloud, Service Cloud, and related platforms to boost customer engagement and sales productivity.

The role emphasizes optimizing CRM processes, automating workflows, and ensuring alignment with business goals.

Qualifications

• Bachelor's degree in IT/CS or related discipline.
• 6+ years of Salesforce experience.
• Strong communication and presentation skills.
• Ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Design and configure Salesforce solutions aligned with business requirements and industry best practices.
• Lead end-to-end Salesforce implementation, enhancement, and upgrade projects.
• Configure Salesforce Sales Cloud, Service Cloud, and Experience Cloud applications.
• Design and maintain custom objects, fields, validation rules, record types, page layouts, and Lightning apps.
• Configure workflows, approval processes, Flow automation, assignment rules, and escalation rules.
• Develop functional specifications and user stories for business requirements.
• Participate in solution design reviews and ensure adherence to Salesforce best practices.
• Support data migration activities including data mapping, cleansing, transformation, and validation.
• Assist in Salesforce environment management including sandbox strategy and deployment planning.

Skills

Salesforce

Stakeholder communication

Project management

Education

Bachelor's degree in Information Technology, Computer Science, or a related discipline

Job description

Role Overview

We are seeking an experienced Salesforce Consultant with 6-7 years of experience in Salesforce implementation, customization, and business process transformation. The ideal candidate will lead the design, configuration, and implementation of Salesforce solutions across Sales Cloud, Service Cloud, and related Salesforce platforms to improve customer engagement, sales productivity, and service excellence. This role is critical in helping clients optimize customer relationship management processes, automate workflows, enhance business visibility, and maximize ROI from Salesforce investments.

Key Responsibilities

• Design and configure Salesforce solutions aligned with business requirements and industry best practices.
• Lead end-to-end Salesforce implementation, enhancement, and upgrade projects.
• Configure Salesforce Sales Cloud, Service Cloud, and Experience Cloud applications.
• Design and maintain custom objects, fields, validation rules, record types, page layouts, and Lightning apps.
• Configure workflows, approval processes, Flow automation, assignment rules, and escalation rules.
• Develop functional specifications and user stories for business requirements.
• Participate in solution design reviews and ensure adherence to Salesforce best practices.
• Support data migration activities including data mapping, cleansing, transformation, and validation.
• Assist in Salesforce environment management including sandbox strategy and deployment planning.

Business Process Optimization

• Conduct requirement-gathering workshops with business stakeholders.
• Analyze current business processes and recommend optimized CRM solutions.
• Translate business requirements into scalable and sustainable Salesforce solutions.
• Identify opportunities to improve sales effectiveness, customer service operations, and customer engagement.
• Drive CRM transformation initiatives and process standardization efforts.
• Support business process re-engineering initiatives and change management activities.

Testing and Validation

• Lead User Acceptance Testing (UAT) activities.
• Prepare test scenarios, test scripts, and validation documentation.
• Coordinate defect management and resolution activities.
• Perform functional testing, regression testing, and business process validation.
• Ensure implemented solutions meet business, compliance, and operational requirements.

Training and End User Support

• Conduct Salesforce end-user training programs and workshops.
• Create user guides, training materials, and process documentation.
• Support change management and user adoption initiatives.
• Provide post-go-live support and continuous improvement recommendations.
• Act as a trusted advisor for Salesforce-related business challenges.

Qualifications

• Bachelor's degree in Information Technology, Computer Science, or a related discipline.
• 6+ years of experience in related field
• Strong communication and presentation skills
• Ability to work in a high-paced environment and manage multiple projects