Lead Consultant

Job Description

• 5+ years of Salesforce implementation/project experience, across 2 or more clouds or verticals
• Has completed at least 12 projects in an engaged, key Lead Consultant role
• Demonstrates cross-functional product knowledge, as well as a quick, adaptable learner who follows and constantly learns about emerging products and their business value for customers
• Leads in-person or virtual workshops to extract, define, and assimilate the overarching business needs, technical value drivers, and relate these to strategic objectives
• A combination of at least 4x Salesforce Certifications: Administrator, Sales, Service, Revenue Cloud, Strategic Design, App Builder, etc. (Additional badges, Salesforce credentials and accreditations a plus)
• Has experience with multi-functional project lifecycle management and collaborating with vendors and tools
• Mature understanding of end to end Salesforce implementation methodology
• Ability to manage change effectively, such as changes in scope, scheduling or other conditions effectively
• Formal consulting, program management, team/project management, or IT qualifications are desirable in this role

• An appreciation and interest in business strategy, how technology and process can support it, and an ability to clearly create, deliver, and communicate the value of bringing IT and business together to achieve strategic organizational goals
• Communicate with executive stakeholders and collaborate confidently with client and internal project/workstream teams, or as an individual capacity where appropriate
• Ability to understand, assess and deliver to customers how business processes can be improved using Salesforce products, such Sales, Revenue Cloud/CPQ and Service
• Ability to identify use cases, document and bring forth suggestions and ideas for solving multifaceted business problems occurring in Salesforce
• Confidence partnering with cross-skilled experts on projects
• Willingness to be agile/flexible in challenging situations/areas
• Reviews digital materials for quality and sense of excellence in their execution and presentation of outputs
• Possesses the capacity to advise and recommend Salesforce capabilities within multiple industries as well as best practices
• Demonstrates maturity and confidence partnering with cross-skilled experts on a variety of projects
• By leveraging expertise in Salesforce and consulting skills, the ability to provide use cases, examples and solutions to customers for complex business problems and scenarios

• Work with internal sales executives/stakeholders to participate in pre-sales activities, contribute and prepare for project launches, and schedule Advisory workshops
• Assists leadership in the support and updates to Advisory methodology, including digital materials, RACIs, and drives and prepare the internal project delivery team for execution
• Drives the Advisory methodology, activities and outputs (Advisory and Delivery as a joint team with dependent deliverables) within projects and ensures all customer deliverables are reviewed and ready to transferred to the customer
• Partner with internal and client project leaders to define discovery activities, validate discovery workshop agendas, such that they address strategic topics and customer requirements during design
• Owns and designs the preparation and facilitation of digital presentation materials and content for Executive goal setting workshops, including deliverables
• Understand and describe the methodology of creating and maintaining KPIs, as well as present a Value Tree to customers
• Lead Advisory team and collaboration with team members to validate customer requirements’ strategic alignment and relate technical/functional requirements to strategic objectives, business value drivers, and KPIs
• Prepare and conduct Persona Blueprinting workshops (cross section of Business Unit roles, tools, interactions, dependencies, capabilities, pain points, gaps, risks etc.) and ensure Persona deliverables are reviewed and ready to be transferred to the customer
• Identify use cases and parse out technical and functional requirements to define immediate vs. future state (roadmap) organization initiatives, based on priority, goals, capacity, value, ROI, and other stated client strategic objectives
• Produce, drive and deliver concise, executive-level summary reports on your strategic observations, recommendations, and planning throughout the project on timelines and budget constraints
• 3rd party vendor management capabilities

• Deep experience in the Salesforce schema and capabilities framework to align business goals and outcomes by identifying use cases, pain points, incongruent business processes and apply best practices
• Experience applying declarative functionality for Marketing, Sales, Revenue Cloud, Order Management, Service and Reporting for coaching both customers and internal resources for typical and atypical transactions within a customer’s lifecycle
• Applying expertise in Salesforce and critical thinking skills, be able to lead a discussion regarding a customer’s life cycle and describe a long-term program roadmap for long term success
• Discuss and present the impact of Salesforce data and data integrations on downstream systems, future updates and scalability to ensure a customer’s long term success with Salesforce products
• Understands the difference between persona journeys and profiles
• Proven experience in creating and delivering high quality, digital, client-facing workshop materials
• Engage in planning, scheduling, preparation, facilitation of interactive workshop and content for Advisory activities
• Excellent presentation and business writing skills to collaborate and present deliverables, such as assessments of products, organizational readiness and business process changes and recommendations
• High proficiency in business productivity tools, such as:
• MSPowerpoint, Google Slides
• MS Word, Google Docs
• MS Teams and other MS products
• Business process mapping tools (e.g. Visio, Lucid)
• Understanding/experience in DevOps and IT SDLC planning e.g. Agile, TOGAF
• Demonstrates proficiency in program management, is able to collaborate with project managers regarding schedule changes, tracking deliverables, managing resources on a project team
• Proficient in project management tools/technology
• Experience in business process design and configuration
• Outstanding analytical and conceptual skills
• Experience with the management of decision processes at large organizations
• Strong customer and results orientation
• Confidence and persuasiveness
• Experience planning and managing medium to large-sized projects

About Us
Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.

Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.

Mexico

Mexico, Nuevo Léon

Mexico City, Monterrey

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Technology|Salesforce|Salesforce Lightning

Infosys Mexico

2016BLDCON Lead Consultant