Senior Salesforce Consultant

Job Description

Senior Salesforce Consultant

PRIMARY RESPONSIBILITY:

In 2018, Rackspace acquired a Platinum Salesforce Implementation Partner, RelationEdge, focused on implementing technology solutions that are simple to use and provide powerful information that drives our clients’ business. Our methodology is based on business process engineering and optimization, employing a Process First, Technology Second® approach to solving business problems. Rackspace’s passion for helping clients better market, sell, and service their customers is essential and what has distinguished us from competitors.

Rackspace is seeking a full-time Senior Salesforce Consultant to join our team in a client-facing role that combines configuration responsibilities and traditional consulting elements. The Senior Salesforce Consultant will be primarily involved in the post-sales, implementation stage of Rackspace’s CRM consulting services and solutions.

The Senior Salesforce Consultant will deliver Salesforce solution definition, implementation, customization, integration, and managed services for clients.

KNOWLEDGE/SKILLS/ABILITY:

• First and foremost, a passion for Salesforce and helping businesses/clients succeed!
• Strong grasp of Salesforce essentials e.g. products, opportunities, leads, reporting, security/sharing, automation (workflow rules, process builder), and importing data (typically from spreadsheets)
• Strong requirements and design documentation skills are a must
• In-depth professional experience/background working in professional services, sales or customer support operations
• Ability to understand business requirements and convert them into solution designs
• Advanced experience with Salesforce.com configuration and custom development
• Strong presentation and communication skills
• Ability to balance multiple projects simultaneously; workload will be a blend of small, medium, and large implementation projects
• Lead or participate in business process due diligence, creation, and documentation of end-user requirements of new and/or existing customer application implementation projects
• Act as a team lead and assist the delivery team in building out declarative functionality within Salesforce
• Participate and lead, when needed, project team meetings with the customer
• Act as an escalation point for risks and issues to the project team and client management
• Establish and build a rapport with clients throughout the project lifecycle to identify areas of future business
• Demonstrate broad solutions leadership, impacting significant solution direction, exerting influence outside of the immediate team and driving change
• Lead or participate in process flow analysis and process redesign
• Produce a detailed functional design document to match customer requirements
• Provides oversight to Salesforce Consultants to make sure the configuration workbook meets the solution requirements
• Collaborate with a team of Salesforce Architects, Developers, and Consultants to determine the most appropriate technical strategy and designs to meet business needs
• Provide current best practice and 3rd party solution alternatives as part of the functional design document
• Participate in internal projects as required
• Share best practices and be consultative to clients throughout the duration of the project- act as a trusted partner
• Participate in pre-sales activities and support proposal development (statement of work)
• Provide and train Salesforce best practices to clients using case scenarios and practical experience in relation to their business processes and best practices
• Understand business drivers for professional services projects, and assist in defining required features and mapping Salesforce features to business processes
• Act as a key contributor in the design of customized solutions and execute the solution by leveraging SFDC and other toolsets
• Manage client expectations and maintain communication throughout the course of the project
• Engage with customers on additional requirements and business needs
• Manage task-level budget/scope to ensure client success and project profitability; tactfully work with clients to address out of scope requests and use client account manager to re-align expectations or seek additional scope/budget
• Assist the business in understanding the effort, risk, and effect of making changes to a Salesforce instance
• Maintain current Salesforce.com certifications such as Salesforce Admin, Sales, and Service Cloud certifications
• Serve as a subject matter expert on Salesforce technology and common AppExchange tools
• Assist in defining required features and mapping Salesforce features to client business processes
• Map and load standard object data into Salesforce
• Build and manage dashboards, views, and reports
• Design and develop workflows and assignment rules to automate manual processes
• Create and maintain system-related documentation, such as business requirements, process flows, data maps, configuration worksheets, etc.
• Must maintain professional knowledge of and relationships within the Salesforce.com ecosystem

JOB COMPLEXITY:

• Assists in defining our end-to-end product offerings including definition, design, configuration and support.
• Solves complex problems and takes a broad perspective to identify innovative solutions.
• Decisions impact the achievement of customer, operational, program or service objectives.
• Works on significant and unique issues where analysis of situations or data requires an evaluation of intangibles.
• Leads teams to solve issues of diverse scope where analysis requires an understanding of current business and government trends.
• Uses sophisticated analytical thought to exercise judgment and identify innovative solutions.
• Promotes sharing of expertise through consulting, presentation, and documentation.
• Continuously validates solutions against additional mandates, as developed, to ensure full compliance.

SUPERVISION:

• Experience in designing, implementing and managing a multi developer and multi project salesforce environment(s).
• Able to act as mentor for less experienced consultants

EXPERIENCE/EDUCATION:

• Salesforce Business Analyst/PM/Consultant/ Engineer experience
• Experience in a consulting environment
• Required Certifications: Administrator
• Desired Certifications: Advanced administrator, Sales Cloud Consultant, Service Cloud Consultant, Marketing Cloud Consultant, Pardot Consultant, Field Service Lightning, Community Cloud Consultant, CPQ

PHYSICAL DEMANDS:

• General office environment.
• May require long periods sitting and viewing a computer monitor.
• Moderate levels of stress may occur at times.
• No special physical demands required.
• Occasional travel, less than 20%.

PERSON SPECIFICATION:

• Must be able to pass a BS 7858 security clearance check at point of