Associate Solution Consultant

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Role Description

The Solution Consultant will be working directly with customers to meet their business needs. The Business Analyst/Senior Solution Consultant shall create detailed requirement documentation and coordinate development of comprehensive assets to run on the OmniStudio Platform. Through the work on Salesforce Industries, the Business Analyst/Senior Solution Consultant shall become an expert in educating the customer about product capabilities, identifying gaps in the processes, and servicing customers via digital channels. They shall also develop leadership skills in Agile software development.

Your Impact

Salesforce Professional Services is looking for a Senior Solution Consultant. You will be serving as a strategic advisor and Salesforce product and platform guide to the company’s largest, most complex enterprise customers. Here are some salient responsibilities the role entails -

• Working closely with our customers, industry experts, product managers, and engineers to understand the business processes at a detailed level.
• Participating in business process redesign, roadmap planning, and identifying touch points in multi-cloud implementations.
• Participating in discussions with various levels of customer’s IT business stakeholders.
• Developing strong client relationships by building trust, rapport and positive working relationships with both internal and external stakeholders, and team members.
• Working with internal and customer stakeholders to create prototypes, proof of concepts and sample mockups as a means of eliciting and defining business requirements.
• Creating and owning user stories/business requirements documents as an outcome of the requirements gathering sessions, and detailing out the user stories in the agile sprints for the scrum team to work upon.
• Collaborating with SFI’s product and design teams to understand the best practices and create simple and elegant flows that deliver the functionality required
• Utilising knowledge on OmniStudio tools, including OmniScript, FlexCards, Integration Procedures to rapidly construct dynamic, omni-channel interactions.
• Attending daily stand-ups, story pointing meetings, sprint planning, and retrospectives to ensure progress on requests and removal of blockers.
• As required, participating in the UAT and Go-Live process, including test planning, development of test scripts, testing logistics, test execution, and status reporting.
• Collaborating with Salesforce Industries Product and Engineering teams to suggest enhancements in the tools from field implementation experience.
• Analyzing the data requirements, structures and integration points of the process, and creating mapping to Salesforce Industry objects or external REST endpoints.
• Identifying business process improvements and opportunities for automation.
• Documenting work using flow charts, written descriptions, screenshots and videos.
• Reacting to process and product related questions and escalating issues to the correct team or to the management as necessary.
• Applying knowledge, skills and judgment to make decisions and resolve issues.
• Maintaining a target billable utilisation aligned to the role.

Minimum Requirements

• 1+ years of experience in enterprise software as an analyst or product owner.
• Demonstrated capability to understand business strategies and application objectives, and translate those requirements into effective process designs.
• Excellent design skills, including the ability to critique visual elements and optimize user flows.
• Experience in one or multiple domains of Financial Services → Banking (retail, commercial, investment, mortgage lending and servicing), Insurance, Wealth & Asset Management
• Excellent written and visual communication skills, with the ability to clearly document requirements and process assets using text, diagrams and videos.
• Clear verbal communicator, with the ability to effectively interact in English.
• Self-directed, with the ability to break down a complex process, assign actions, and manage progress toward a deadline.
• Expertise in process modeling tools and best practices

Preferred Requirements

• Bachelor’s degree in a Technology, Engineering (any field) or a related quantitative subject area. Equivalent validated work experience in lieu of a degree will be considered
• Confirmed results translating business user stories into technical requirements documents
• Confirmed results leading customer and/or partner success
• Relevant Salesforce certifications and consulting experience are strongly recommended

NOTE: By applying to the Solution Consultant posting, recruiters and hiring managers across the organization hiring Technical Consultant will review your resume. Our goal is for you to apply once and have your resume reviewed by multiple hiring teams.

BENEFITS & PERKS

• Comprehensive benefits package including well-being reimbursement, generous parental leave, adoption assistance, fertility benefits, and more!
• World-class enablement and on-demand training with Trailhead.com
• Exposure to executive thought leaders and regular 1:1 coaching with leadership
• Volunteer opportunities and participation in our 1:1:1 model for giving back to the community
• For more details, visit https://www.salesforcebenefits.com/

In school, or graduated within the past 12 months? Please visit FutureForce for opportunities.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.