Job Description

Salesforce Solutions Consultant 

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PURPOSE: 

The Salesforce Solution Consultant plays a key role in delivering high-impact consulting services to our customers. This position is responsible for leading and coordinating project efforts to ensure successful delivery that meets customer objectives, timelines, and budgets. 

The consultant will work closely with clients to understand, prioritize, and document business goals and solution requirements. Responsibilities include leading requirements gathering sessions, designing scalable solutions, performing hands-on Salesforce configuration, managing project teams, and proactively aligning expectations with customers throughout the project lifecycle. 

RESPONSIBILITIES: 

Solution Consultants at Ascend have four primary areas of responsibility: 

Project Planning 

• Review Scope: When aligned on a project, review description and assumptions to verify the hours estimated align with requirements  

• Create Project Plan: Create and manage detailed project plans and schedules. Monitor progress, mitigate risks, and provide regular status updates to stakeholders to ensure timely and successful delivery. 

Project Design and Configuration  

• Document User Stories: Elicit, refine, and document user stories and functional requirements, including clear acceptance criteria aligned with business goals 

• Formulate Effective Solutions: Analyze and evaluate business and technology requirements to formulate effective solutions 

• Configure Salesforce: Execute hands on configuration of Salesforce to fit business and technical requirements 

• Become a Trusted Advisor: Provide strategic guidance, Salesforce best practices, and ongoing recommendations that align technology solutions with client’s evolving business goals 

Project Management  

• Facilitate Meetings: Prepare presentations and effectively facilitate meetings 

• Demonstrate Project Delivery: Demo work as completed, obtain feedback, and adjust as needed 

• Escalation of Issues: When scope creep arises or issues on projects occur, follow escalation process to ensure proactive approach and internal alignment on expectations to communicate with the client  

• Project Deliverables: Follow the Ascend Project Methodology process and ensure proper documentation occurs throughout the project  

• Test and Train: Write test cases, facilitate testing and deliver project training 

• Deliver the Project: Deliver project on time, within budget and scope complete 

Collaboration  

• Lead the Project Team: Provide leadership and oversight to internal and customer-facing project teams throughout the full project lifecycle, ensuring alignment and accountability 

• Develop Customer Relationships: Successfully build and nurture long-term customer relationship 

• Identify Opportunities: Establish and build a rapport with customers throughout the project lifecycle to identify areas of future business 

• Partner with Account Owner: Work alongside account manager throughout sales and project delivery process in alignment with customer goals 

MINIMUM SKILLS AND EXPERIENCE:  

• Education: Bachelor’s degree in Computer Science, Business, or related field, or equivalent professional experience 

• Consulting Experience: 2+ years of hands-on Salesforce consulting experience, including oversight of technical solution design and implementation 

• Certifications: Salesforce Administrator and Advanced Administrator certifications required 

• Configuration Expertise: Proven track record configuring and customizing Salesforce, including Flows, Lightning Components, and building new orgs from the ground up 

• Platform Knowledge: Strong understanding of Salesforce platform capabilities with a desire to stay current on evolving tools and technologies 

• Analytical Skills: Demonstrated ability to analyze complex problems, synthesize information, and deliver sound recommendations 

• Work Style: Comfortable working independently in a collaborative, fast-paced team environment 

• Client Engagement: Excellent skills in business analysis, problem-solving, communication, and customer relationship management 

We are seeking highly motivated individuals who align with Ascend’s Core Values: 

• Committed to Client Success: Our actions and our words always align with the best interest of the client. 

• One Team: We work collaboratively to overcome challenges with humility and respect and do what it takes to find innovative solutions. 

• Integrity: We are unquestionably committed to doing the right thing even when it is hard. 

• Accountability: We hold ourselves and each other accountable for keeping our commitments to our clients, our communities, and one another. 

• Transparency: We create open lines of communication with each other and our clients, fostering relationships founded on candor and trust. 

DISCLAIMER: This is not necessarily an exhaustive list of all responsibilities, duties, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. 

Salary Expectations: $100,000 - $105,000

The salary for this position is commensurate with experience, skills, and qualifications. The range is intended to reflect our commitment to attracting top talent, and the final offer will be based on factors including, but not limited to, the candidate's previous experience, expertise in the field, relevant certifications, and the specific requirements of the role. In addition, internal equity, market trends, and geographic location may also influence the final salary.

 
Along with a competitive salary, we offer a comprehensive benefits package, including health, dental, and vision insurance, retirement savings options, flexible time off (FTO), and professional development opportunities. We are open to discussing compensation and benefits further during the interview process to ensure alignment with the candidate’s expectations and experience.

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