Salesforce Consultant

• Participate in pre-sales discovery and document business, functional, and technical requirements
• Translate proposed solutions into clear Scopes of Work
• Partner with Practice Directors, Solution Architects, and Project Managers to estimate implementation effort and identify delivery skills
• Capture business needs, define requirements, and map current and future-state business processes
• Design and configure scalable Salesforce solutions using standard platform capabilities and industry best practices
• Own implementation workstreams as a hands-on builder
• Facilitate discovery sessions, solution workshops, project kickoffs, demonstrations, and client status discussions
• Build and maintain declarative automation, data models, security and sharing configurations, reports, dashboards, and other platform components
• Support integrations, data migration, troubleshooting, and issue resolution
• Create and execute test plans, perform functional and system testing, support user acceptance testing, and provide quality assurance
• Document solution designs and configurations
• Deliver end-user training as needed
• Own assigned deliverables through deployment and post-launch support
• Continuously learn, collaborate across teams, and explore AI capabilities to improve efficiency, insights, and client outcomes

Salesforce Consultant – Solution Architect

• Lead functional alignment between the USSF baseline metadata package and the customer’s operational processes
• Validate data architecture, object models, user security matrix, and portal access structures in the target RCO environment
• Guide Solution Consultants and Developers in configuring declarative and programmatic components
• Lead end-to-end Salesforce implementations across Public Sector Solutions, Service Cloud, Sales Cloud, Marketing Cloud, and Nonprofit Cloud
• Provide technical and functional leadership to cross-functional project teams
• Mentor junior consultants and contribute to internal best practices, accelerators, and solution frameworks
• Design and implement automation using Flow, Approval Processes, Einstein features, and other declarative tools
• Optimize business processes to reduce manual work and improve operational efficiency
• Ensure automation is scalable, maintainable, and aligned with governance and compliance standards
• Partner with stakeholders to validate designs through prototypes and iterative feedback cycles
• Facilitate discovery sessions and stakeholder workshops
• Capture business, functional, and technical requirements and translate them into solution designs, user stories, and implementation roadmaps
• Advise stakeholders on Salesforce platform capabilities, architecture, and optimization opportunities
• Design scalable data and security models and automation frameworks aligned to federal requirements
• Configure and customize Salesforce using declarative tools and best-practice architecture patterns
• Perform other job-related duties as assigned

• Design and implement sophisticated marketing automation workflows
• Build and execute personalized email marketing campaigns
• Use complex triggers and audience creation methods, including Salesforce entry events and SQL queries against relational databases
• Collaborate on customer lifecycle stages and segmentation strategies
• Contribute to client audience engagement roadmaps
• Communicate with team members and stakeholders about automation strategies, workflow objectives, and performance insights
• Monitor active workflows and automations for quality and effectiveness
• Make optimization recommendations
• Maintain data models and attribute definitions for scalable audience segmentation
• Support dynamic content personalization for campaigns and landing pages
• Ensure automated marketing practices comply with legal standards and industry best practices
• Perform additional duties as assigned

Email Automation Specialist – Salesforce Marketing Cloud

• Complete and review realistic workflows within Salesforce
• Work with leads, contacts, accounts, opportunities, and other CRM records
• Create and manage Salesforce reports and dashboards
• Use Salesforce Flow and automation features to support common business processes
• Manage and organize CRM data accurately
• Explore Salesforce features and identify common real-world use cases
• Clearly document the steps needed to complete different Salesforce workflows
• Review workflows and provide feedback based on Salesforce experience
• Apply Salesforce expertise to help train next-generation AI systems

Salesforce Specialist

• Lead technical delivery for Salesforce client engagements, including implementation planning, risk assessment, configuration, development, integrations, data migration, staff assignments, and project execution
• Keep engagement leaders informed of progress, risks, scope changes, and budget status
• Serve as technical lead for assigned Salesforce projects and coordinate technical workstreams
• Collaborate with project managers, implementation leads, and cross-functional team members
• Design, configure, develop, test, deploy, and maintain Salesforce solutions using declarative and programmatic tools
• Participate in client discovery, solution design, and technical planning
• Lead Salesforce, Sage Intacct, DataBlend, and other integration and data migration efforts
• Diagnose and resolve complex technical issues involving Salesforce, integrations, metadata, deployments, reporting, and data quality
• Manage application lifecycle and release processes using Salesforce DX, Visual Studio Code, Git-based source control, code reviews, deployment planning, and environment management
• Support data architecture and reporting strategy, including data modeling, object design, relationships, security architecture, and reporting requirements
• Create and maintain configuration, testing, deployment, integration, and technical documentation
• Provide client support, technical training, relationship management, and solution adoption support
• Mentor consultants and project team members and establish technical standards
• Contribute to sales support, solution scoping, technical demonstrations, innovation, process improvements, client value goals, and professional development
• Perform other duties as assigned

Senior Consultant, Salesforce Platform Builder and Developer

• Support end-to-end Salesforce delivery across Service Cloud, Sales Cloud, and custom CRM solutions
• Act as the primary liaison for business stakeholders throughout discovery and delivery
• Lead discovery sessions, stakeholder interviews, and workshops
• Elicit business, functional, and reporting requirements
• Document current-state and future-state business processes, workflows, and use cases
• Translate business needs into user stories, acceptance criteria, and functional requirements aligned with Agile methodologies
• Collaborate with Salesforce Administrators, Developers, and Architects
• Support backlog grooming, sprint planning, and ongoing prioritization with Product Owners and project leadership
• Validate requirements and solution designs through walkthroughs, prototypes, and stakeholder feedback
• Coordinate and support User Acceptance Testing, including test scenario creation, execution support, defect triage, and final sign-off
• Ensure solutions comply with federal governance, security, data, and regulatory standards
• Contribute to change management, documentation, training materials, and stakeholder communications
• Perform other job-related duties as assigned

Senior Salesforce Consultant

• Design and implement sophisticated marketing automation workflows using complex triggers and audience creation methods
• Build and execute personalized marketing campaigns
• Query relational databases using SQL
• Collaborate on customer lifecycle stages and segmentation strategies
• Contribute to audience engagement roadmaps for clients
• Communicate with team members and stakeholders about automation strategies, workflow objectives, and performance insights
• Monitor active workflows and automations for quality and effectiveness
• Make optimization recommendations
• Maintain data models and attribute definitions for scalable audience segmentation and dynamic content personalization
• Ensure automated marketing practices comply with legal standards and industry best practices
• Perform additional duties as assigned

• Lead end-to-end Salesforce implementations across Public Sector Solutions, Service Cloud, Sales Cloud, Marketing Cloud, and Nonprofit Cloud
• Provide technical and functional leadership to cross-functional project teams
• Mentor junior consultants
• Contribute to internal best practices, accelerators, and solution frameworks
• Design and implement automation using Flow, Approval Processes, Einstein features, and other declarative tools
• Optimize business processes to reduce manual work and improve operational efficiency
• Ensure automation is scalable, maintainable, and aligned with governance and compliance standards
• Partner with stakeholders to validate designs through prototypes and iterative feedback cycles
• Facilitate discovery sessions and stakeholder workshops
• Capture business, functional, and technical requirements
• Translate requirements into solution designs, user stories, and implementation roadmaps
• Advise stakeholders on Salesforce platform capabilities, architecture, and optimization opportunities
• Design scalable data and security models and automation frameworks aligned to federal requirements
• Configure and customize Salesforce using declarative tools and best-practice architecture patterns
• Perform other job-related duties as assigned