Salesforce Consultant — Architecture, Automation & Analytics

Baker Tilly US; New Jersey; On-site; USD 65,000 - 123,000; Full time

Job summary

Baker Tilly is seeking a Salesforce Consulting Staff to develop technical solutions and lead client calls to discover requirements, review development and build custom reports. You will create daily and weekly touchpoints and provide client training as part of project delivery.

The role requires a Bachelor’s degree, Salesforce Admin 201, proficiency with Lightning and Data Loader, and ability to work in EST hours.

Qualifications

• Bachelor’s degree required.
• 1 year of management or technology consulting experience preferred.
• Salesforce Admin 201 certification required.
• Proficiency with Salesforce Lightning and Data Loader.

Responsibilities

• Assist with building architecture (objects, fields, page layouts) and flow automation on the Salesforce platform.
• Assist with building declarative components (Apps, Lightning Pages) in Salesforce Lightening.
• Help create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce.
• Configure Salesforce architecture, automation, and security settings across all Salesforce Clouds and connected apps.
• Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications.
• Install and configure proprietary applications or integrations as needed.
• Comprehend defined appropriate data model and resulting system architecture designed from business requirements for defined deliverables.
• Draft comprehensive technical documentation appropriate for other consultants, engineering, and clients.
• Document written requirements from client discovery period, identifying items shared both in discovery workshops and via shared client artifacts.
• Design recommended solutions based on technical requirements, considering all solution options and determining the best approach.
• Discuss resulting data model considerations internally and with clients, confidently proposing determined recommendations.

Skills

Salesforce

Lightning

Data Loader

Microsoft Office

Google Sheets

Time management

Education

Bachelor’s degree

Tools

Salesforce Admin 201

Admin 211

Salesforce AppExchange

Excel

SharePoint

Job description

Baker Tilly is seeking a Salesforce Consulting Staff to develop technical solutions and lead client calls to discover requirements, review development and build custom reports. You will create daily and weekly touchpoints and provide client training as part of project delivery.

The role requires a Bachelor’s degree, Salesforce Admin 201, proficiency with Lightning and Data Loader, and ability to work in EST hours.