Solution Senior Consultant

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

Job summary

Baker Tilly US, a leading advisory, tax and assurance firm in Wisconsin, is seeking a Salesforce Solution Delivery professional. You will design architecture, configure objects, and install AppExchange applications to support client deployments.

You will lead discovery sessions, create data models, develop mockups, and document technical designs for engineering and clients, driving iterative delivery and successful implementations.

Qualifications

• Bachelor's degree required.
• Salesforce Admin 201 certification required.
• Experience with Salesforce Lightning and Data Loader.
• Salesforce Cloud Consultant/Admin 301 certs preferred.
• Experience building databases on Salesforce.
• Strong data modeling and reporting skills.
• Willingness to travel ~5%

Responsibilities

• Build architecture (objects, fields, layouts) on Salesforce.
• Create declarative components in Salesforce Lightning.
• Create analytics in Salesforce (roll-up fields, reports).
• Configure Salesforce objects and account model.
• Install and configure AppExchange integrations.
• Lead technical discovery sessions and workshops.
• Document data flows and data model decisions.
• Prepare design mockups and iterate with stakeholders.
• Support handoff from sales to delivery.

Skills

Salesforce knowledge

Architecture design

Requirements gathering

Workshop facilitation

Data modeling

Education

Bachelor's degree

Salesforce Administrator Certification (Admin 201)

Salesforce Cloud Consultant certification

Salesforce Advanced Administrator (Admin 301)

Tools

Salesforce Lightning

Salesforce Data Loader

DemandTools

Excel

PowerPoint

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 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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

Job Description

Solution Delivery

• 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. This includes documentation 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

Sales & Presales

• 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

Qualifications

• Bachelor’s degree required


• Minimum 2 years relevant experience with Management or Technology Consulting experience 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%

The compensation range for this role is $85,910 - $162,890. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.