Salesforce Consultant - Systems Implementation Advisory

Baker Tilly US; Town of Vermont (WI); On-site; USD 65,000 - 123,000; Full time

Job summary

Baker Tilly US in Wisconsin seeks a Salesforce Consulting Staff to develop technical solutions, lead client calls and build custom reports. You’ll draft documentation, review development, and train clients while shaping data models and system architecture from business needs.

Responsibilities include architecting Salesforce objects, configuring security, deploying apps from AppExchange, and creating analytics. Strong Salesforce and Office proficiency required; EST hours expected.

Qualifications

• Bachelor’s degree required.
• 1 year of management or technology consulting experience preferred.
• Salesforce Admin Certification (Admin 201).
• Fully proficient in Salesforce Lightning and Salesforce Data Loader.
• Certified Salesforce Cloud Consultant and Admin 211 preferred.
• Experience implementing databases and building custom applications on Salesforce.
• Experience building simple decision models from complex logic requirements.
• Proficiency in Microsoft Office with Excel and Google Sheets.
• Ability to work in Eastern Standard Time hours.

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, 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.
• Draft comprehensive technical documentation appropriate for other consultants, engineering, and clients.
• Document written requirements from client discovery period, identifying items shared in workshops and artifacts.
• Design recommended solutions based on technical requirements, considering all options and best approach.
• Discuss resulting data model considerations internally and with clients, proposing determined recommendations.

Skills

Salesforce Lightning

Client collaboration

Technical documentation

Problem solving

Education

Bachelor’s degree

Tools

Salesforce Data Loader

Salesforce AppExchange

Excel

Google Sheets

SharePoint

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.