Salesforce Consultant

Summit; United States; Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Bi-weekly Bonus

Certification Reimbursement

Stock Options

Profit Sharing

401(k) Match

Healthcare Coverage

Dental & Vision

Disability Insurance

Life Insurance

Paid Vacation

Flexible Schedule

Professional Development

Referral Program

Job summary

Summit is a leading Salesforce consulting partner delivering CRM solutions across marketing, sales, service, and operations. We are seeking an experienced Salesforce Consultant for a fully remote, full-time role that partners with clients to design, implement, and optimize Salesforce solutions that drive real business results.

You will collaborate with clients, lead trainings, and act as a trusted advisor throughout the CRM journey while designing solutions in Sales Cloud and Service Cloud.

Qualifications

• Salesforce Admin Certification is required.
• 3+ years of Salesforce administration experience.
• 1+ year in a Salesforce consulting role.
• Strong communication skills and ability to work directly with clients.
• Ability to translate business requirements into scalable Salesforce solutions.
• Self-starter mindset with strong problem-solving skills.

Responsibilities

• Collaborate with clients to gather requirements and recommend Salesforce best practices.
• Lead training sessions and provide ongoing support to ensure user adoption.
• Serve as a trusted advisor throughout the CRM journey.
• Design and implement solutions within Sales Cloud and Service Cloud.
• Architect data models, user interfaces, business logic, and security frameworks.
• Configure users, roles, profiles, permission sets, sharing rules, and territories.
• Build Lightning page layouts and custom applications.
• Create custom reports, dashboards, workflows, approval processes, and automations.
• Configure forecasting, custom sales processes, web-to-lead, and lead assignment rules.
• Manage record types, page layouts, and data visibility models.
• Import/export data using Data Import Wizard and Data Loader.
• Analyze and map spreadsheet data to Salesforce fields.
• Troubleshoot complex data sharing and visibility challenges.
• Deploy custom applications and enhancements.
• Manage multiple client projects simultaneously in a fast-paced consulting environment.
• Deliver high-quality results with minimal supervision.

Skills

Salesforce Admin Cert

Salesforce Admin Experience

Salesforce Consulting Experience

Client Communication

Requirements Translation

Self-starter

Job description

Summit is the go-to Salesforce consulting partner for organizations ready to take their CRM strategy to the next level. Recognized as one of the Top 10 Best Places to Work by Columbus Business First and one of the fastest-growing companies in Central Ohio, we’ve helped hundreds of clients across the U.S. successfully implement and optimize Salesforce for marketing, sales, service, collaboration, and workflow automation.

We’re looking for an experienced Salesforce Consultant who is passionate about delivering impactful solutions and building strong client relationships. This is a fully remote, full-time position—work from your home office, your favorite coffee shop, or wherever you do your best work.

What You’ll Do

As a Salesforce Consultant at Summit, you’ll partner directly with clients to design, implement, and optimize Salesforce solutions that drive real business results.

Client Strategy & Enablement

• Collaborate with clients to gather requirements and recommend Salesforce best practices
  
• Lead training sessions and provide ongoing support to ensure user adoption
  
• Serve as a trusted advisor throughout the CRM journey
  

Configuration & Solution Design

• Design and implement solutions within Sales Cloud and Service Cloud
  
• Architect data models, user interfaces, business logic, and security frameworks
  
• Configure users, roles, profiles, permission sets, sharing rules, and territories
  
• Build Lightning page layouts and custom applications
  
• Create custom reports, dashboards, workflows, approval processes, and automations
  
• Configure forecasting, custom sales processes, web-to-lead, and lead assignment rules
  
• Manage record types, page layouts, and data visibility models
  

Data & Deployment

• Import/export data using Data Import Wizard and Data Loader
  
• Analyze and map spreadsheet data to Salesforce fields
  
• Troubleshoot complex data sharing and visibility challenges
  
• Deploy custom applications and enhancements
  

Project Management

• Manage multiple client projects simultaneously in a fast-paced consulting environment
  
• Deliver high-quality results with minimal supervision
  

What You Bring

Required:

• Salesforce Certified Administrator
  
• 3+ years of Salesforce administration experience
  
• 1+ year of experience in a Salesforce consulting role
  
• Strong communication skills and ability to work directly with clients
  
• Ability to translate business requirements into scalable Salesforce solutions
  
• Self-starter mindset with strong problem-solving skills
  

Preferred Certifications:

• Salesforce Certified Advanced Administrator
  
• Salesforce Certified Platform App Builder
  
• Salesforce Certified Sales Cloud Consultant
  
• Salesforce Certified Service Cloud Consultant
  

Why Join Summit?

We invest in our people and reward performance.

• Bi-weekly $500 bonus eligibility
  
• Certification reimbursement
  
• Bonuses and salary increases for targeted Salesforce certifications
  
• Company stock option plan
  
• Profit sharing
  
• 401(k) with automatic 3% company contribution
  
• 80% of healthcare costs covered
  
• Dental and vision insurance
  
• Short- and long-term disability
  
• Life insurance
  
• Paid vacation and holidays
  
• Flexible schedule
  
• Professional development assistance
  
• Referral program
  

Additional Details

• Full-time position
  
• Fully remote
  
• No 1099, C2C, or Corp-to-Corp candidates
  
• Must have U.S. work authorization without current or future sponsorship requirements
  

Summit Technologies is an equal opportunity employer committed to building a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.