Business Systems Consultant - Salesforce.com

Responsibilities

This position is responsible for definition and development of business requirements for new systems and modifications to existing system of medium to high complexity. The individual is also responsible for testing new functionality as well as regression of existing functionality. The Business Systems Consultant participates in projects requiring applied knowledge of systems to translate business needs into functional requirements, develops specifications and business requirements documents, participates in the development and review of acceptance test plans and coordinates issue resolution with application developers.

The successful candidate will effectively collaborate with technology group's leaders during the discovery phase of product development projects in order to set the stage for further technical elaboration and construction. The candidate will be expected to understand the current business workflow, enterprise solution and how they are part of an integrated solution. Working as part of the overall CRM team the candidate must be able to vet out enhancements and new product ideas with business partners to expand the depth and breadth of Salesforce CRM and Platform functionality. The candidate will demonstrate effective listening skills by asking questions to gain further specification/understanding.

PRIMARY DUTIES AND RESPONSIBILITIES: % Time

• Create functional designs and review technical designs. 20%
• Research and obtain answers to detailed construction questions and develop unit test plans. 20%
• Define detailed workflow, data and system processing requirements for bug fixes and enhancements based on user requirement reviews. Obtain approval from business partners 20%
• Collaborate with business partners on end user training and implementation. 10%
• Provide user support for applications that are in production. 10%
• Execute unit and system test and review results with Team Leader and business partners. 10%
• Participate in conceptual design. 10%

The candidate will be expected to help develop and understand the product roadmap as well as develop a high-level understanding of the technology infrastructure. The candidate will be passionate about CRM, Web, Mobile, Sales and Marketing applications and remain updated on the latest product functionality as well as best practices. While vetting out solution ideas with CRM staff members, the candidate will be expected to engage appropriate technology partners to consult and ensure that new product ideas are consistent with both the product roadmap and the technology infrastructure.

Effective time management, organizational skills, interpersonal skills, and multi-tasking are essential abilities.

This position has business interaction and responsibilities that include: Ability to express and exchange ideas by means of spoken word. Providing insight into Salesforce product usage, functionality and capabilities. Input into estimating systems costs and ROI. Proactively seek to improve day-to-day efficiency and automate activities wherever possible

Competencies

Business / Technology Know-How
The candidate will be trained on the Salesforce platform, existing knowledge and/or experience is a plus.

Experience with the following:

• Excellent oral, presentation, and written communication skills
• Willingness to learn and open to training on Salesforce platform
• Preferred experience with Conga Composer and other Salesforce Application Exchange Products
• Preferred background implementing / optimizing Salesforce across multiple organizations
• Strong system development lifecycle experience is a plus
• Proven ability to define and optimize business processes and to integrate business processes across disparate systems
• Financial Services / Retail Brokerage, Call Center experience is a plus
• Persuasive Communication

This individual presents his/her own ideas to others in a manner that achieves clarity, buy-in, and commitment.

• Simplifies complex technical issues. He/she simplifies and effectively communicates complex issues to IT counterparts.
• Adapts message to others. He/she will adapt choice of language and the presentation of ideas to fit audience needs and perspectives.

Education
B.S. in Business, Computer Science, Software Engineering, MIS or equivalent work experience.