
Salesforce Consultant
21 hours ago
Key Responsibilities:
- Analyze business requirements and translate them into Salesforce and nCino functional configurations.
- Configure Salesforce and nCino applications, including user setup, custom objects, page layouts, workflows, process builders, and approval processes.
- Utilize
OmniStudio
(FlexCards, OmniScripts, DataRaptors, Integration Procedures) for complex UI and integration needs. - Lead and/or support the implementation and integration of
Financial Services Cloud
,
nCino
, or
Public Sector Solutions
. - Design and implement scalable data migration strategies using Salesforce import/export utilities and tools.
- Collaborate with cross-functional teams to ensure successful project delivery and client satisfaction.
- Leverage deployment tools (e.g., Gearset, Copado, Jenkins) and manage code repositories (e.g., Git, Bitbucket) for streamlined CI/CD processes.
- Provide thought leadership and mentoring to junior team members (Director level responsibilities include practice growth and client relationship management).
Required Qualifications:
- Hands-on experience with
Salesforce platform
configuration and customization. - Proven expertise in
nCino
or
Public Sector Solutions
. - Experience with
Salesforce Financial Services Cloud
. - Proficiency in
OmniStudio
components. - Experience with Salesforce deployment tools and version control/repository management systems.
- Strong understanding of Salesforce data migration techniques and tools.
- Excellent communication skills and ability to work directly with stakeholders and cross-functional teams.
- Salesforce certifications (e.g., Admin, Platform App Builder, Omnistudio Consultant, FSC, or nCino certifications) are a strong plus.
Preferred Qualifications:
- Prior consulting experience in a client-facing role.
- Familiarity with Agile methodologies and project lifecycle management.
- Experience with Apex, Lightning Web Components, or other programmatic capabilities (optional based on role level).
- Proven ability to lead workshops, document functional requirements, and manage stakeholder expectations (required for Manager/Director levels).
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