Senior Salesforce Solutions Consultant

Baker Tilly US; Minnesota; On-site; USD 86,000 - 163,000; Full time

Job summary

Baker Tilly US is seeking a Salesforce Solution Delivery professional to architect Salesforce-based solutions, configure objects, and integrate AppExchange apps. You will run workshops, create data models, and document data flows for clients across industries.

The role requires hands-on experience with Lightning, Data Loader, and DemandTools, plus the ability to travel about 5%. A bachelor's degree and Salesforce certifications are preferred.

Qualifications

• Bachelor’s degree required.
• Minimum 2 years relevant experience with Management or Technology Consulting preferred; Salesforce Administrator Certification (Admin 201) required.
• Proficiency in Salesforce Lightning and Salesforce Data Loader and/or DemandTools.
• Certified Salesforce Cloud Consultant and Certified Salesforce Advanced Administrator (Admin 301) 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 Sheet.
• Ability to travel as needed, approximately 5%.

Responsibilities

• Build architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform.
• Build declarative components (Apps, Lightning Pages) in Salesforce Lightning.
• Create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce.
• Configure the Salesforce objects, custom settings and account model.
• 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 as needed.
• Facilitate business process workshops and requirements gathering sessions with customer stakeholders.
• Define appropriate data model and system architecture from business requirements workshops.
• Create comprehensive technical documentation appropriate for both engineering and clients, mapping detailed (field level) data flows.
• Create written recommendations, outlining multiple solution designs and considerations for each; discuss data model considerations internally and with clients.
• Design mockups of custom pages.
• Rapidly prototype solutions and integrate feedback to support iterative development cycles.
• Facilitate discovery calls to understand prospective clients' business processes, pain points, and goals, and translate those into Salesforce solution approaches.
• Lead technical discovery sessions and gap analyses to qualify opportunities and identify Industry Cloud, AppExchange, and custom configuration needs.
• Build and deliver tailored product demonstrations and proof-of-concept environments that showcase Salesforce capabilities against the prospect's use cases.
• Contribute to proposals, statements of work, and RFP responses, including solution narratives, scope definitions, assumptions, and level-of-effort estimates.
• Serve as the technical subject matter expert during the sales cycle, answering architecture, integration, data migration, and security questions from prospects.
• Estimate implementation effort and identify delivery risks to inform accurate pricing and timelines.
• Support a smooth handoff from sales to delivery by documenting agreed-upon scope, requirements, and design decisions.

Skills

Salesforce expertise

Analytics

Education

Bachelor's degree

Tools

Salesforce Lightning

Salesforce Data Loader

DemandTools

Excel

SharePoint / Google Sheets

Job description

Baker Tilly US is seeking a Salesforce Solution Delivery professional to architect Salesforce-based solutions, configure objects, and integrate AppExchange apps. You will run workshops, create data models, and document data flows for clients across industries.

The role requires hands-on experience with Lightning, Data Loader, and DemandTools, plus the ability to travel about 5%. A bachelor's degree and Salesforce certifications are preferred.