Salesforce Solutions Consultant (Lightning & AppExchange)

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

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.