Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Responsibilities:

Solution Delivery

• Build architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform
• Build declarative components (Apps, Lightning Pages) in Salesforce Lightning
• Create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
• Configure the Salesforce objects, custom settings and account model
• Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications. Install and configure proprietary applications as needed
• Facilitate business process workshops and requirements gathering sessions with customer stakeholders
• Define appropriate data model and system architecture from business requirements workshops
• Create comprehensive technical documentation appropriate for both engineering and clients. This includes documentation mapping detailed (field level) data flows
• Create written recommendations, outlining multiple solution designs and considerations for each. Discuss data model considerations internally and with clients
• Design mockups of custom pages
• Rapidly prototype solutions and integrate feedback to support iterative development cycles

Sales & Presales

• Facilitate discovery calls to understand prospective clients' business processes, pain points, and goals, and translate those into Salesforce solution approaches
• Lead technical discovery sessions and gap analyses to qualify opportunities and identify Industry Cloud, AppExchange, and custom configuration needs
• Build and deliver tailored product demonstrations and proof-of-concept environments that showcase Salesforce capabilities against the prospect's use cases
• Contribute to proposals, statements of work, and RFP responses, including solution narratives, scope definitions, assumptions, and level-of-effort estimates
• Serve as the technical subject matter expert during the sales cycle, answering architecture, integration, data migration, and security questions from prospects
• Estimate implementation effort and identify delivery risks to inform accurate pricing and timelines
• Support a smooth handoff from sales to delivery by documenting agreed-upon scope, requirements, and design decisions

Qualifications:

• Bachelor’s degree required
• Minimum 2 years relevant experience with Management or Technology Consulting experience preferred. Salesforce Administrator Certification (Admin 201) required
• Proficiency in Salesforce Lightning and Salesforce Data Loader and/or DemandTools
• Certified Salesforce Cloud Consultant and Certified Salesforce Advanced Administrator (Admin 301) preferred
• Experience implementing databases and building custom applications on the salesforce platform
• Experience building simple decision models from complex logic requirements
• Proficiency in Microsoft Office (Word, PowerPoint, Outlook and SharePoint) with fluency in Excel and Google Sheet
• Ability to travel as needed, approximately 5%

The compensation range for this role is $85,910 - $162,890. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.