Salesforce Client Success Consultant

Position Summary & Responsibilities

The Salesforce Client Success Consultant (CSC) provides ongoing Salesforce CRM administration and proactive support for a group of assigned clients. Additionally, this person may also support implementation projects alongside a Senior Consultant. This role is designed for a Salesforce professional who is eager to grow into a consulting career or already has consulting experience.

In addition to Salesforce, the CSC may assist with related applications such as FormAssembly, Marketing Cloud, Marketing Cloud Account Engagement (Pardot), Conga/SDocs, and other tools. Training will be provided as appropriate to broaden technical and consulting skills.

This is a client-facing role requiring strong critical thinking skills, strong problem-solving skills, attention to detail, strong communication skills, and the ability to build trusted relationships and work successfully with both clients and fellow team members.

Provide day-to-day Salesforce administration and user support for assigned clients.

• Assist clients with troubleshooting issues, delivering enhancements or new configuration, creating reports and dashboards, managing data – including imports and updates using dataloader or other tools.
• Support client requests for declarative Salesforce configuration (e.g. flows, validation rules, dynamic page layouts, security, user management).
• Coordinate and maintain proactive check-ins with clients to cultivate opportunities for enhancements and best practice adoption.
• Collaborate with senior consultants to support implementation projects, support solution design and/or user stories, lead or support client training sessions, advise on solutioning that align with your areas of expertise when appropriate, etc.
• Collaborate with Project Manager on task deadlines, user story development, quality assurance testing, etc
• Gain experience with related applications (FormAssembly, Marketing Cloud, Marketing Cloud Account Engagement, Conga/SDocs, etc.) to support client needs.
• Maintain accurate documentation of client environments, configurations, and processes.
• Maintain client priority list to have a working list of needs, change management etc.
• Represent SIG professionally and provide excellent customer service to drive client satisfaction.
• Participate in internal meetings, knowledge sharing, and training sessions.

Required Qualifications

• Salesforce Administrator Certification (required).
• Minimum of 2-3 years of professional Salesforce experience
• Strong interest in a consulting career, with the ability to learn quickly in a client-facing role.
• Excellent interpersonal, written, and verbal communication skills.
• Highly organized and detail-oriented, with strong critical thinking skills and problem-solving skills.
• Ability to manage time effectively across multiple clients and priorities.

Preferred Qualifications

• Experience with Salesforce in a higher education or nonprofit environment.
• Experience working in Salesforce Education Cloud (or Nonprofit Cloud -optional)
• Experience working with Salesforce products like Marketing Cloud Account Engagement, Experience Cloud, OmniStudio or others.
• Exposure to third-party Salesforce applications such as FormAssembly or Conga/SDocs.
• Salesforce Education Cloud certification (bonus).

Pay and Benefits

• The salary range is $75-85,000
• Health, Vision, Dental & Life Insurance
• Short & Long Term Disability
• Paid Parental Leave
• 3 Weeks Vacation, Sick Leave & Paid Holidays
• 401(K) with a 5% Employer Contribution
• Pet Insurance