Salesforce Consultant - Systems Implementation Advisory

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

Job summary

Baker Tilly US is seeking a Salesforce Consulting Staff to develop technical solutions that exceed client expectations and lead discovery calls.

The role focuses on architecture, declarative development, analytics, and integration across Salesforce Clouds, with a strong emphasis on client collaboration and documentation.

Qualifications

• Bachelor’s degree required.
• 1+ year of management or technology consulting experience preferred.
• Proficient in Salesforce Lightning and Salesforce Data Loader.
• Salesforce Administrator Certification (Admin 201) is expected.
• Experience implementing databases and building custom applications on the Salesforce platform.
• Fluent in Microsoft Office; Excel and Google Sheets.

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 Lightning.
• Help create on-record analytics (roll up fields, formula fields, reports) in Salesforce.
• Configure Salesforce architecture, automation, and security settings across Clouds and connected apps.
• Install and configure applications from Salesforce AppExchange and integrations as needed.
• Draft technical documentation for consultants, engineers, and clients.
• Document requirements from client discovery and workshops.
• Design recommended solutions based on technical requirements and best options.
• Discuss data model considerations with clients and internally, proposing recommendations.

Skills

Salesforce Lightning

Salesforce Data Loader

Microsoft Office

Education

Bachelor’s degree

Salesforce Cloud Consultant Certification

Salesforce Advanced Administrator (Admin 211)

Tools

Salesforce

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description

The Salesforce Consulting Staff is responsible for developing technical solutions that exceed client expectations, anticipate business needs and simplify processes. In addition to accurate technical development and innovative solution design, this position is responsible for leading client calls to discover requirements and review technical development, creating daily and weekly client touch points, client training and building custom reports.

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

Qualifications

• Bachelor’s degree is required
• Minimum 1 year relevant experience with Management or Technology Consulting experience preferred.
• Salesforce Administrator Certification (Admin 201)
• Fully proficient in Salesforce Lightning and Salesforce Data Loader
• Certified Salesforce Cloud Consultant and Certified Salesforce Advanced Administrator (Admin 211) preferred
• Experience implementing databases and building custom applications on the Salesforce platform
• Experience building simple decision models from complex logic requirements
• Proficiency in Microsoft Office (Word, PowerPoint, Outlook and SharePoint) with fluency in Excel and Google Sheets
• Ability to work in Eastern Standard Time hours

The compensation range for this role is $64,990 - $123,230. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.