Consulting Associate, Salesforce

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.

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.