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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce Field Service Cloud Implementation, project scoping, and delivering tailored technical solutions. Proven ability to lead client engagements, manage project documentation, and support team development while maintaining Salesforce certifications.
Highest-signal resume keywords
Salesforce Field Service Cloud ImplementationSalesforce AdministrationProject Scoping and CostingSalesforce CertificationsClient-Facing Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce.com PlatformTechnical Solution DesignData MigrationEntity Relationship DiagramsArchitecture DiagramsAgile MethodologyCustom Component DevelopmentReporting/Dashboard CreationRequirements DefinitionFeasibility Assessment
Soft Skills
Excellent Organizational SkillsCommunication SkillsClient EngagementTeam LeadershipMulti-Tasking Ability
Tools & Technologies
Salesforce.comSaaS ApplicationsEnterprise SystemsCRMERP
Certifications & Qualifications
Salesforce Administrator CertificationSales Cloud Consultant CertificationService Cloud Consultant Certification4x Certified Preferred
Industry Keywords
Software Development Life CycleProject ManagementField Service CloudSalesMarketing
Tech Stack
Tools & technologiesCloudERPSDLCSFDC
About the role
Key responsibilities & impact- Own the overall design of technical solutions and recommend best-practice solutions based on client needs
- Provide technical guidance for Salesforce.com and other SaaS applications supporting business and product strategies
- Facilitate discovery sessions to understand client processes and challenges
- Translate discovery findings into technical requirements and documented solution designs
- Provide leadership and communication to project and client team members
- Participate in pre-sales by identifying high-level needs, project scope, and costing
- Design Salesforce solutions using product features, best practices, and custom components
- Deliver technical and non-technical project documentation, including architecture diagrams
- Develop build tasks, estimate effort, and oversee reporting/dashboard creation and UAT
- Scope and estimate projects by defining requirements, assessing feasibility, and developing timelines, resource plans, and cost models
- Perform Salesforce administration, configuration, and data migration duties as needed
- Act as a solution SME with Delivery leadership and Account Executives to scope sales proposals
- Partner with Project Managers to support collaborative delivery and customer project teams
- Maintain Salesforce technical and partner certifications
- Support the technical and professional growth of Coastal team members
Requirements
What you’ll need- 4-6 years of advanced skills in Salesforce Field Service Cloud Implementation and exposure to Project Scoping
- 5+ years experience in a Senior Consultant (or equivalent seniority) implementing Salesforce Solutions
- 3-5 years experience scoping and costing Field Service Cloud projects
- Strong competencies around the core Salesforce.com platform
- Applied knowledge of Salesforce and the Sales, Services, and Marketing functions
- Active Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant Certification required
- Minimum 4x certified preferred
- Additional Salesforce.com cloud knowledge specific to industry/verticals preferred
- Previous experience with software development life cycle, Agile or Hybrid preferred
- Ability to create entity relationship and object relationship diagrams
- Excellent organizational skills and ability to handle multiple tasks simultaneously
- Experience being client-facing and/or acting as an internal project leader and managing multiple stakeholders
- Ability to develop practical solutions and methodologies on the Salesforce platform
- Must have full-time permanent US work authorization
- Bachelor’s Degree preferred, or equivalent experience
- Experience with Field Service Cloud preferred
- Travel, as required by client or project milestones
- Basic level of knowledge of common enterprise systems CRM or ERP
Benefits
Comp & perks- Flexible working hours with an emphasis on a life-work balance
- Remote flexible work
- Unlimited Paid Time Off (RTO)
- 401K with Company Match
- Medical, Vision, & Dental coverage
- Competitive quarterly bonus opportunities
- Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems
- Occasional in-house competitions with spot bonuses
- Flexible and fun team culture
- Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events
- Monthly All-Hands calls
- Open-door leadership policy with access to mentorship and guidance
- Opportunities for accelerated growth, networking, and career guidance and support
- Trust, transparency and respect across all levels of the company