U.S. remote position. Visa sponsorship is not eligible
Role Summary
As a pivotal member of the Platinum Cubed team, the Functional Consultant plays a critical role in driving successful client engagements. As the primary point of contact, you will build strong relationships with clients, serving as their trusted advisor throughout the project lifecycle. Your expertise in solution design and functional consulting will enable you to understand clients' unique business processes, translate requirements into actionable plans, and deliver customized Salesforce solutions. By leveraging your strong analytical and problem-solving skills, you will guide clients towards optimized work processes and cultivate innovation within their organizations. Your ability to effectively communicate complex concepts and instill trust will be paramount in building lasting partnerships and ensuring client satisfaction
Task Summary
Serve as the primary point of contact for clients, building strong relationships and understanding their unique business requirements.
Collaborate with stakeholders to gather and document business processes, functional requirements, and system specifications.
Design comprehensive Salesforce solutions that align with clients' needs and industry best practices.
Conduct workshops and facilitate discussions to elicit client requirements and validate proposed solutions.
Translate business requirements into actionable project plans, including timelines, deliverables, and resource allocation.
Customize Salesforce applications using declarative configuration, workflows, and validation rules.
Collaborate with development teams to ensure smooth integration of custom components and third-party applications.
Conduct thorough testing and quality assurance to ensure solutions meet client expectations.
Provide ongoing support and guidance to clients during implementation, including user training and change management.
Continuously explore innovative approaches and emerging technologies to optimize work processes and deliver added value to clients.
Collaborate with our sales team as an expert when needed.
Provide guidance towards team members
And any other tasks that may be assigned that align with this position.
Competencies
We at Platinum Cubed are a competency based organization. Which are Observable and measurable skills and behaviors that contribute to workplace effectiveness and career success.
Manages Complexity: Navigate complex business challenges and provide simplified solutions that meet clients' objectives.
Manages Ambiguity: Thrive in ambiguous situations, adapt to changing requirements, and find clarity amidst uncertainty.
Communicates Effectively: Demonstrate excellent communication skills to convey complex concepts and build trust with clients and team members.
Cultivates Innovation: Foster a culture of innovation by identifying opportunities for improvement and recommending creative solutions.
Decision Quality: Make well-informed decisions based on analysis, experience, and understanding of clients' needs.
Optimizes Work Processes: Streamline business processes and workflows to enhance productivity and optimize resource utilization.
Instills Trust: Establish credibility with clients through reliable and transparent communication, and consistently delivering high-quality solutions.
Minimal Requirements
Minimum skill sets required for this role include:
Bachelor’s degree
3 years of Salesforce experience
Experience implementing multiple Salesforce solutions, including Sales Cloud or Service Cloud
Consulting and Project Management experience using both waterfall and agile methodologies
Proficient with Google Suite
Strong Communication skills via; written, verbal and presentation methods
Currently 5-25% travel required
Required Salesforce Certifications:
Associate (If Admin achieved after 2022)
Administrator
App Builder
Business Analyst
User Experience
FSC Accreditation
Plus 1 or more of the following Salesforce Certifications:
Advanced Administrator
Sales Cloud
Service Cloud
Experience Cloud
Pardot Specialist
Marketing Cloud Email Specialist
Tableau CRM & Einstein Discovery Consultant
Preferred Requirements
Preferred skill sets for this role include:
Master’s degree
5 years of Salesforce experience
Confident leading client calls
Experience leading business process engineering meetings
Document business solutions in design documentation
Design reports & dashboards to meet business needs
Design page layouts
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change
Company Summary
Platinum Cubed is a leading technology consulting firm specializing in Salesforce integration and optimization. Our mission is to empower businesses with innovative solutions that enhance their operational efficiency and drive sustainable growth. With a deep understanding of Salesforce's capabilities, we help our clients leverage this powerful platform to achieve their business objectives. At Platinum Cubed, we are committed to excellence, collaboration, and delivering exceptional results. Everything we do at Platinum Cubed is shaped by our core values:
Honesty & Integrity
Enthusiasm, Energy & Tenacity
Customer Focus
Merit-Based Opportunity
Modesty & Humility
Teamwork & Respect
These values define who we are and how we act as a company.
Employment type
Full-time
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