Salesforce Consultant

Role: Salesforce Solutions Consultant
Experience: 7+ Years
Education: Graduate - B.Tech/B.E. - Computers, Electronics/Telecommunication;
PG - M.Sc. Computers, M.Tech - Any Specialization, MCA - Computers

Location: Pune.

The Salesforce Solutions Consultant designs, configures, and delivers Salesforce solutions that
solve client business challenges. This hands-on role blends technical expertise with consultative
skills, driving execution through configuration, client collaboration, UAT support, and
contribution to best practices. Ideal candidates are strong in declarative Salesforce, comfortable
with technical concepts, and able to bridge both business and technical conversations.

Key Responsibilities

Solution Design & Configuration
• Translate business requirements into user stories and scalable Salesforce solution
designs.
• Configure Salesforce objects, fields, flows, record-triggered automations, page layouts,
and reports.
•
• Leverage deep knowledge of Sales Cloud and Service Cloud processes (sales cycles,
case management, knowledge base, entitlements, omni-channel, etc.) to advise clients.
• Design and implement integrations, data models, and extensions in collaboration with
technical leads and developers (Apex, LWC, APIs).
• Ensure all solutions follow Salesforce best practices, are scalable, and minimize
technical debt.
• Implement solutions that are sustainable and maintainable, supporting future
enhancements and scaling needs.

Delivery Execution
• Participate in Agile ceremonies (sprint planning, backlog grooming, demos,
retrospectives) to align delivery and priorities.
• Support QA and UAT cycles, perform defect triage, and manage go-live readiness.
• Prepare release notes, solution documentation, and enablement materials.

Client & Stakeholder Engagement
• Facilitate workshops, clarify edge cases, and present solution demos and walkthroughs.
• Collaborate with client product owners, delivery leads, and project managers to ensure
alignment on priorities and timelines.
• Identify risks, dependencies, or design gaps and escalate proactively to project
leadership.

Knowledge Sharing Practice Development
• Contribute reusable components, flows, and documentation to the practice.
• Collaborate with peers, deliver internal training, and share learnings from projects.
• Participate in Salesforce release readiness reviews and evaluate new platform features
for adoption.

What Success Looks Like
Success in this role is defined by the ability to:
• Deliver high-quality Salesforce solutions that meet or exceed client expectations, on time
and on budget and stay within the scope of the SOW.
• Build trusted relationships with clients and delivery teams by demonstrating solution
expertise and execution reliability.
• We are a consulting company, so it is imperative to be able to simultaneously work
across multiple Salesforce engagements at the same time.
• Show learning agility, quickly adapting to new Salesforce features and client contexts.
• Collaborate effectively across technical and business teams with clear communication
and influence.

Requirements

• 7+ years of experience in software development life cycle, with 4+ years on the
Salesforce platform.
• In-depth expertise in Marketing, Sales, and Service Cloud use cases.
• Hands-on experience designing and configuring Salesforce solutions across multiple
clouds.
• Hands-on experience in designing Salesforce integrations using APIs and middleware
(such as MuleSoft, TIBCO, Dell Boomi, or similar), as well as point-to-point integrations.
• Salesforce Administrator certification required; one or more Consultant certs strongly
preferred
• Proven experience with full lifecycle Salesforce implementations, including configuration
and “low-code” automation.
• Strong communication, facilitation, and presentation skills.
• Experience working in agile delivery environments.
• Exposure to industry-specific Salesforce offerings (Health Cloud, Manufacturing Cloud,
Financial Services Cloud).
• Bachelor’s degree in Computer Science, Engineering, or related field. Key Responsibilities:

Solution Design & Configuration

• Translate business requirements into user stories and scalable Salesforce solution designs.
• Configure Salesforce objects, fields, flows, record-triggered automations, page layouts, and reports.
• Leverage deep knowledge of Sales Cloud and Service Cloud processes (sales cycles, case management, knowledge base, entitlements, omni-channel, etc.) to advise clients.
• Design and implement integrations, data models, and extensions in collaboration with technical leads and developers (Apex, LWC, APIs).
• Ensure all solutions follow Salesforce best practices, are scalable, and minimize technical debt.
• Implement solutions that are sustainable and maintainable, supporting future enhancements and scaling needs.

Delivery Execution

• Participate in Agile ceremonies (sprint planning, backlog grooming, demos, retrospectives) to align delivery and priorities.
• Support QA and UAT cycles, perform defect triage, and manage go-live readiness.
• Prepare release notes, solution documentation, and enablement materials.

Client & Stakeholder Engagement

• Facilitate workshops, clarify edge cases, and present solution demos and walkthroughs.
• Collaborate with client product owners, delivery leads, and project managers to ensure alignment on priorities and timelines.
• Identify risks, dependencies, or design gaps and escalate proactively to project leadership.

Knowledge Sharing & Practice Development

• Contribute reusable components, flows, and documentation to the practice.
• Collaborate with peers, deliver internal training, and share learnings from projects.
• Participate in Salesforce release readiness reviews and evaluate new platform features for adoption.

What Success Looks LikeSuccess in this role is defined by the ability to:

• Deliver high-quality Salesforce solutions that meet or exceed client expectations, on time and on budget and stay within the scope of the SOW.
• Build trusted relationships with clients and delivery teams by demonstrating solution expertise and execution reliability.
• We are a consulting company, so it is imperative to be able to simultaneously work across multiple Salesforce engagements at the same time.
• Show learning agility, quickly adapting to new Salesforce features and client contexts.
• Collaborate effectively across technical and business teams with clear communication and influence.

Requirements

• 7+ years of experience in software development life cycle, with 4+ years on the Salesforce platform.
• In-depth expertise in Marketing, Sales, and Service Cloud use cases.
• Hands-on experience designing and configuring Salesforce solutions across multiple clouds.
• Hands-on experience in designing Salesforce integrations using APIs and middleware (such as MuleSoft, TIBCO, Dell Boomi, or similar), as well as point-to-point integrations.
• Salesforce Administrator certification required; one or more Consultant certs strongly preferred
• Proven experience with full lifecycle Salesforce implementations, including configuration and low-code automation.
• Strong communication, facilitation, and presentation skills.
• Experience working in agile delivery environments.
• Exposure to industry-specific Salesforce offerings (Health Cloud, Manufacturing Cloud, Financial Services Cloud).
• Bachelors degree in Computer Science, Engineering, or related field.