Business Consultant (Salesforce)
Core
Bridge business strategy and technical execution by designing, configuring, and optimizing Salesforce solutions with a focus on reporting, dashboards, and AI-driven automation for internal stakeholders.
Role type
Senior IC Salesforce Business Consultant
Builds
Scalable Salesforce configurations, reports, dashboards, and AI-enabled automation workflows
Domain
Financial Services / Salesforce Platform
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Salesforce Administration, Salesforce Reporting & Dashboards, Salesforce AI/Agentforce, Stakeholder Consultation, Project Management, Process Documentation
Preferred skills
Salesforce Agentforce Specialist Certification, Retirement Industry Knowledge, Intelligent Automation expertise
Technologies
Salesforce, Agentforce, Workflow Automation, Data Load Tools
Responsibilities
Configure and maintain Salesforce workflows and automation; Build and enhance Salesforce reports and dashboards; Apply Salesforce AI and Agentforce for intelligent automation; Partner with stakeholders to translate requirements into scalable solutions; Manage deadline-driven projects and recurring operational activities; Document and improve operational processes.
Seniority
Senior, hands-on IC
