Salesforce Solutions & Automation Consultant

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

Job summary

Baker Tilly US is seeking a Salesforce Consulting Staff to develop technical solutions and lead client calls to uncover requirements and review development, creating daily and weekly client touch points, training, and building custom reports.

The role involves configuring Salesforce architecture, automation, and security across clouds, deploying AppExchange apps, and drafting technical documentation for clients and consultants. Bachelor’s degree required and EST hours.

Qualifications

• Bachelor’s degree required.
• Minimum 1 year of 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 with fluency in 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.
• 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

Salesforce Data Loader

Microsoft Office

Excel

Google Sheets

Eastern Time hours

Education

Bachelor’s degree

Tools

Salesforce Admin Certification

Salesforce AppExchange

Job description

Baker Tilly US is seeking a Salesforce Consulting Staff to develop technical solutions and lead client calls to uncover requirements and review development, creating daily and weekly client touch points, training, and building custom reports.

The role involves configuring Salesforce architecture, automation, and security across clouds, deploying AppExchange apps, and drafting technical documentation for clients and consultants. Bachelor’s degree required and EST hours.