Salesforce Certified Consultant
FormativGroup, Dallas, TX, United States
Summary
The role of the Salesforce Consultant is to design, implement, and optimize Salesforce solutions that align with business objectives. This role partners with stakeholders to translate requirements into scalable CRM solutions while leading automation, process improvement, and integration initiatives. Success requires strong Salesforce expertise, analytical problem‑solving skills, and the ability to deliver high-impact solutions in a fast‑paced environment.
Responsibilities
Design, implement, operate, and integrate Salesforce solutions to improve business processes, scalability, and operational efficiency
Serve as a trusted advisor, providing expert guidance on Salesforce administration, configuration, and implementation best practices
Lead Salesforce automation initiatives using Flows and declarative tools to streamline workflows and optimize system performance
Partner with business stakeholders to gather requirements, lead process discovery sessions, and deliver tailored, scalable CRM solutions
Proactively identify project risks, dependencies, and system limitations, recommending alternative approaches and mitigation strategies
Support the overall health and governance of the Salesforce environment, including release management, system upgrades, and ongoing optimization
Oversee Salesforce reporting and analytics efforts, developing dashboards, reports, and performance insights to support business decision‑making
Define, implement, and enforce Salesforce data management, quality, and governance standards
Perform advanced Salesforce administrative functions, including user access, security, workflows, Process Builder, and Flow configurations
Collaborate closely with Sales, Marketing, and cross‑functional teams to improve adoption, performance, and CRM‑driven insights
Design and implement end‑to‑end business processes for supported teams
Support and manage integrations between Salesforce and enterprise applications using approved integration patterns
Provide responsive, solution‑oriented support to users and stakeholders, including troubleshooting and issue resolution
Qualifications
5+ years of hands‑on Salesforce administration and implementation experience, preferably in B2B environments
Minimum of 4 active Salesforce certifications, such as Salesforce Certified Administrator, Business Analyst, Platform App Builder (Consultant certifications strongly preferred)
Strong expertise in Salesforce configuration, automation tools, and platform capabilities
Proven experience designing CRM processes and translating business requirements into scalable technical solutions
4+ years of experience implementing Salesforce platforms, including but not limited to Sales Cloud and Service Cloud
3+ years of Salesforce development or technical customization experience
Proficiency with integration technologies such as Web Services, CastIron, or Boomi, and familiarity with enterprise integration patterns
Experience with analytics and reporting tools such as Tableau or Salesforce Analytics Studio (preferred)
Familiarity with ETL tools and data integration best practices
Strong analytical skills, attention to detail, and a creative, solution‑oriented problem‑solving mindset
Excellent written and verbal communication skills, including user training and support
Location Requirements This role is a remote role.
To be considered for this position, candidates must reside in one of the following U.S. states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, and Washington DC.
Candidates residing outside these states are not currently eligible for consideration.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa currently.
Compensation We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate's experience, skills, education, work location, and internal equity.
In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.
Estimated Compensation Range:
$100,000—$120,000 USD
About FormativGroup FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry‑centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms.
FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
#formativgroupcareers #WorkWithUs
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Responsibilities
Design, implement, operate, and integrate Salesforce solutions to improve business processes, scalability, and operational efficiency
Serve as a trusted advisor, providing expert guidance on Salesforce administration, configuration, and implementation best practices
Lead Salesforce automation initiatives using Flows and declarative tools to streamline workflows and optimize system performance
Partner with business stakeholders to gather requirements, lead process discovery sessions, and deliver tailored, scalable CRM solutions
Proactively identify project risks, dependencies, and system limitations, recommending alternative approaches and mitigation strategies
Support the overall health and governance of the Salesforce environment, including release management, system upgrades, and ongoing optimization
Oversee Salesforce reporting and analytics efforts, developing dashboards, reports, and performance insights to support business decision‑making
Define, implement, and enforce Salesforce data management, quality, and governance standards
Perform advanced Salesforce administrative functions, including user access, security, workflows, Process Builder, and Flow configurations
Collaborate closely with Sales, Marketing, and cross‑functional teams to improve adoption, performance, and CRM‑driven insights
Design and implement end‑to‑end business processes for supported teams
Support and manage integrations between Salesforce and enterprise applications using approved integration patterns
Provide responsive, solution‑oriented support to users and stakeholders, including troubleshooting and issue resolution
Qualifications
5+ years of hands‑on Salesforce administration and implementation experience, preferably in B2B environments
Minimum of 4 active Salesforce certifications, such as Salesforce Certified Administrator, Business Analyst, Platform App Builder (Consultant certifications strongly preferred)
Strong expertise in Salesforce configuration, automation tools, and platform capabilities
Proven experience designing CRM processes and translating business requirements into scalable technical solutions
4+ years of experience implementing Salesforce platforms, including but not limited to Sales Cloud and Service Cloud
3+ years of Salesforce development or technical customization experience
Proficiency with integration technologies such as Web Services, CastIron, or Boomi, and familiarity with enterprise integration patterns
Experience with analytics and reporting tools such as Tableau or Salesforce Analytics Studio (preferred)
Familiarity with ETL tools and data integration best practices
Strong analytical skills, attention to detail, and a creative, solution‑oriented problem‑solving mindset
Excellent written and verbal communication skills, including user training and support
Location Requirements This role is a remote role.
To be considered for this position, candidates must reside in one of the following U.S. states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, and Washington DC.
Candidates residing outside these states are not currently eligible for consideration.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa currently.
Compensation We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate's experience, skills, education, work location, and internal equity.
In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.
Estimated Compensation Range:
$100,000—$120,000 USD
About FormativGroup FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry‑centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms.
FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
#formativgroupcareers #WorkWithUs
Click here to view our Privacy Policy
#J-18808-Ljbffr