Position Summary
A growing real estate investment and asset management firm is seeking a highly skilled Salesforce Consultant to support the continued development, optimization, integration, and adoption of its Salesforce ecosystem.
The ideal candidate is a Salesforce-certified professional with hands-on experience designing, implementing, optimizing, or supporting Salesforce solutions within a complex business environment. Candidates do not need to have expertise across every Salesforce platform listed below; the firm is specifically interested in individuals with strong, demonstrable expertise in at least one of these areas.
This is an excellent opportunity for a Salesforce professional who enjoys solving business problems through technology and wants to work closely with business stakeholders, project teams, and technology leadership.
Core Salesforce Areas of Interest
Candidates should have significant experience in at least one of the following areas:
- Salesforce Project Management – Salesforce implementations, enhancements, migrations, releases, and cross-functional projects
- Revenue Cloud – Billing, product catalog, pricing, quoting, and revenue-related processes
- Experience Cloud – Customer, partner, investor, or external-facing Salesforce portals
- Sales Cloud – Lead management, opportunity management, account management, sales processes, and reporting
- Service Cloud – Case management, customer service workflows, service processes, and automation
- Agentforce / AI – Salesforce Agentforce, AI-powered workflows, intelligent agents, automation, and emerging Salesforce AI capabilities
- Informatica – Data integration, data quality, data management, ETL/ELT, and integration between Salesforce and enterprise systems
Key Responsibilities
- Partner with business stakeholders to understand business requirements and translate them into effective Salesforce solutions.
- Configure, enhance, optimize, and support Salesforce applications based on organizational needs.
- Participate in Salesforce implementations, enhancements, integrations, migrations, and system improvements.
- Analyze existing processes and identify opportunities to improve efficiency through Salesforce automation and technology.
- Develop business requirements, functional specifications, process documentation, user stories, and implementation plans.
- Work with internal technology teams, Salesforce administrators, developers, vendors, and business users to deliver solutions.
- Assist with system integrations and data movement between Salesforce and other enterprise applications.
- Support data quality, governance, migration, and integration initiatives.
- Conduct testing, troubleshooting, user acceptance testing, and deployment activities.
- Provide guidance and recommendations regarding Salesforce functionality, architecture, configuration, and best practices.
- Assist with Salesforce releases, upgrades, enhancements, and ongoing platform optimization.
- Train and support business users as needed.
- Monitor system performance and identify opportunities for continuous improvement.
- Stay current with Salesforce product releases, emerging capabilities, AI functionality, and industry best practices.
Qualifications
- Salesforce certification is required.
- Demonstrated hands-on Salesforce consulting, implementation, administration, business analysis, project management, or technical experience.
- Strong expertise in at least one of the following:
- Project Management
- Revenue Cloud / Billing / Product Catalog
- Experience Cloud
- Service Cloud
- Informatica
- Experience gathering requirements and translating business needs into Salesforce solutions.
- Strong understanding of Salesforce configuration, workflows, automation, data, reporting, and integrations.
- Excellent analytical and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to work effectively with both technical and non-technical stakeholders.
- Experience working in a project-oriented, deadline-driven environment.
- Ability to independently manage priorities while collaborating effectively with cross-functional teams.
Preferred Salesforce Certifications
Relevant Salesforce certifications may include:
- Salesforce Advanced Administrator
- Salesforce Platform App Builder
- Experience Cloud Consultant
- Salesforce Business Analyst
- Salesforce Agentforce-related certifications or credentials
- MuleSoft or integration-related certifications
Preferred Experience
Experience within one or more of the following environments is a plus:
- Property management
- Investment management
- Customer-facing technology platforms
- Enterprise CRM environments
- Salesforce transformation or modernization initiatives
What We're Looking For
The successful candidate will be a Salesforce subject-matter expert in at least one functional or technical area, rather than simply someone with general Salesforce exposure.
We are particularly interested in professionals who can demonstrate:
- Deep knowledge of a specific Salesforce cloud or technology
- Successful Salesforce implementations or transformation projects
- The ability to communicate effectively with executive and business stakeholders
- A consultative approach to solving problems
- Strong attention to detail and data quality
- The ability to take ownership of projects and deliver measurable improvements
Why Join Us?
This is an opportunity to join a sophisticated real estate investment organization where Salesforce plays an important role in supporting business operations, relationships, data, and growth.
The Salesforce Consultant will have the opportunity to work on meaningful technology initiatives, collaborate directly with business stakeholders, and help shape the firm's Salesforce environment as it continues to evolve.
Compensation: Competitive and commensurate with experience