Job Description
Note: The job is a remote job and is open to candidates in USA. Salesforce Staffing, LLC is seeking a client-focused Salesforce Consultant to support their Managed Services team. This role involves requirements gathering, client engagement, and consultative discovery, serving as a bridge between clients and delivery teams to translate business needs into clear use cases and requirements.
- Responsibilities
- Lead client conversations to understand current state, future state, and business goals
- Ask thoughtful, open-ended discovery questions
- Identify pain points, inefficiencies, and opportunities
- Build trust through a consultative, client-first approach
- Stay focused on outcomes and business value
- Support clients in prioritizing needs and clarifying scope
- Translate client discussions into clear business requirements and use cases
- Define what the client is trying to accomplish at a high level
- Distinguish between quick wins such as reports and dashboards and larger efforts such as integrations or broader initiatives
- Hand off well-defined requirements to technical team members for execution
- Document needs in a clear, business-friendly format
- Perform light configuration when appropriate, including reports, dashboards, and minor updates
- Follow Salesforce best practices
- Provide light coordination across multiple client engagements
- Help keep work moving forward across approximately 8 to 10 concurrent projects
- Participate in client check-ins and status discussions as needed
- Use Salesforce for basic project tracking
- Support delivery momentum
- Skills
- 3 or more years of Salesforce consulting experience at a Salesforce Partner, flexible for strong candidates
- Experience in client-facing discovery and requirements gathering
- Salesforce experience in Sales Cloud, Service Cloud, and Experience Cloud
- Salesforce Administrator certification required
- Proven ability to communicate with business stakeholders
- Salesforce Consultant with strong BA instincts
- Excellent client-facing presence
- Naturally curious and discovery-oriented
- Consultative mindset, not transactional
- Able to guide conversations and uncover real needs
- Comfortable working across multiple smaller engagements
- Experienced and confident, not entry-level
- Willing to wear a light PM hat when needed
- Benefits
- Bonus
- Full benefits
- Company Overview
- Salesforce Staffing, LLC: Your Partner in Building Exceptional Salesforce Teams At Salesforce Staffing, we're not just another recruitment agency. It was founded in 2018, and is headquartered in Jupiter, Florida, US, with a workforce of 2-10 employees. Its website is https://thesalesforcerecruiter.com/.
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