Caravel BPM Technology Solutions – where caring and community is in our company DNA, we are always striving to be our best selves and we’re compelled to ask the questions that lead to innovation. As a Salesforce Consultant, you will be responsible for assisting clients in leveraging Salesforce technology to optimize their business processes and achieve their strategic goals. Your primary role will involve implementing and customizing Salesforce solutions based on client requirements, ensuring successful adoption and integration across their organization. We are looking for someone who has a deep understanding of Salesforce's capabilities, possesses excellent problem-solving skills, and has a passion for driving successful implementations.
Working with Caravel BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
Responsibilities:
- Collaborate with clients to understand their business needs, goals, and objectives and translate them into Salesforce solutions.
- Lead the implementation of Salesforce projects, including configuration, customization, and integration with other systems as required.
- Gather and document client requirements and develop detailed project plans, timelines, and deliverables to ensure successful project execution.
- Configure Salesforce to meet client-specific business processes and requirements, including customizing objects, fields, workflows, validation rules, and reports.
- Work closely with cross-functional teams, including developers, administrators, and business stakeholders, to ensure seamless integration and alignment of Salesforce solutions.
- Provide guidance and best practices to clients on leveraging Salesforce features and functionality to drive process improvements and business efficiencies.
- Conduct end-user training sessions and create user documentation to facilitate successful adoption and maximize the benefits of Salesforce implementations.
- Perform data migration and quality assurance activities to ensure accurate and reliable data transfer to Salesforce.
- Stay up-to-date with the latest Salesforce releases, features, and trends, and provide recommendations to clients on leveraging new functionalities.
- Troubleshoot and resolve any issues or challenges that arise during the implementation process, working closely with the client and internal teams to find effective solutions.
Requirements:
- Bachelor's degree in Computer Science, Information Systems, or Business Administration.
- Proven experience as a Salesforce Consultant with a strong focus on implementations.
- Certified Salesforce Administrator Required; additional certifications are a plus.
- Experience with Sales Cloud, CPQ, Service Cloud, Experience Cloud, and Marketing Cloud
- In-depth knowledge of Salesforce products, capabilities, and best practices for implementations.
- Strong understanding of business processes and ability to translate client requirements into scalable and efficient Salesforce solutions.
- Proficient in Salesforce configuration, including custom objects, fields, workflows, validation rules, reports, and dashboards.
- Experience with Salesforce integrations, data migration, and data quality assurance.
- Excellent problem-solving and analytical skills, with the ability to identify issues and provide effective solutions.
- Strong interpersonal and communication skills, with the ability to collaborate with clients and internal teams at various levels.
- Comfortable with writing professional documentation and assessments
- Ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment.
Preferred Qualifications:
- Experience with Salesforce Lightning Experience and Lightning components.
- Knowledge of APEX, Visualforce, and other Salesforce development tools.
- Previous experience working in a consulting or professional services environment.
- Familiarity with Agile/Scrum methodologies.
Top Skills
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources.
With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries.
In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
