Consulting Associate, Salesforce (Technical)

1. Key Responsibilities

1.1 Consulting

• Support project delivery by helping track timelines, updating project plans, and monitoring progress
• Assist in preparing and sharing status updates with stakeholders and team members.
• Participate in client meetings to learn about their current processes, business needs, and sustainability goals.
• Help conduct discovery sessions to gather client requirements and document key findings.
• Assist in documenting client needs and translating them into solution requirements.
• Learn and share best practices with clients under the guidance of more senior consultants.
• Contribute ideas to solution design discussions, focusing on usability and alignment with client goals.
• Observe and support functional design conversations, offering suggestions when appropriate.
• Help facilitate workshops and interviews to gather input for Salesforce implementations or enhancements.
• Assist in delivering training sessions to clients and internal teams, with support from senior team members.
• Be open to occasional travel based on project and client needs.
• Maintain a chargeability level with billable hours to external clients.
• Travel as required based on client needs.

1.2 Business Development

• Support the preparation of client proposals, presentations, and product demonstrations.
• Help maintain relationships with existing clients by understanding their needs and identifying ways the team can support them.
• Participate in team meetings and contribute ideas for improving internal processes and strategies.

1.3 Technical/Configuration

• Assist in Salesforce Net Zero Cloud projects by helping with configuration, customization, and integration tasks under the guidance of senior team members.
• Help design and deliver scalable solutions using Salesforce declarative tools and code where required
• Help configure Salesforce features such as objects, fields, workflows, and automations to meet client requirements.
• Integrate Salesforce with external systems using REST/SOAP APIs and middleware tools.
• Support the creation and updating of documentation, including user guides, training materials, and technical specifications.
• Help identify potential risks and support change management efforts during project delivery.

2.Required Qualifications

• Bachelor’s degree in Computer Science, Engineering, Information Systems, Business, or a related technical field (or equivalent practical experience).
• 1–2 years of experience working with Salesforce, including participation in at least one full implementation cycle.
• Familiarity with Salesforce Net Zero Cloud or a strong interest in sustainability-focused solutions.
• Understanding of Salesforce object model, metadata, configuration, and user permissions.
• Exposure to Salesforce declarative tools such as Flows, Process Builder, and Lightning App Builder.
• Foundational knowledge of SOQL/SQL and data modeling concepts.
• Ability to work with APIs, CI/CD tools, and version control systems
• Fluency in both English and Spanish (oral and written) is required.
• Strong interpersonal and communication skills; comfortable engaging with clients and presenting ideas.
• Ability to work collaboratively across teams and take initiative in ambiguous situations.
• Willingness to travel occasionally based on client needs.

3.Preferred Skills

• Salesforce Certifications

• Strong API design experience.
• Familiarity with Agile/Scrum methodologies.
• Experience in consulting or client-facing roles.
• Communication, problem-solving, and relationship-building skills.

4.What We Offer

• Competitive salary and benefits package.
• Hybrid work environment with flexibility.
• Opportunities for professional development and Salesforce certification.
• A collaborative, innovative, and mission-driven team culture.

5.How To Apply

Please submit your resume and a brief cover letter outlining your experience and interest in the role to [insert application email or link]. Applications will be reviewed on a rolling basis.

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Candidates may be invited to complete an online assessment as part of our recruitment process. All personal information will be handled confidentially and in compliance with data protection laws.