Salesforce Certified Consultant

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🕒 February 25

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Logo of FormativGroup

FormativGroup

51 - 200 employees

🤝 B2B

🏢 Enterprise

☁️ SaaS

B2B • Enterprise • SaaS

FormativGroup is a B2B technology consulting and implementation firm that helps mid-market and enterprise clients modernize applications, workflows, and data infrastructure. They specialize in data architecture, system integration, application development, workflow automation, SaaS/PaaS ecosystem management, and AI roadmapping to enable governance, migrations, and interoperability across complex environments. FormativGroup serves regulated and enterprise sectors such as insurance, banking, mortgage & lending, wealth management, healthcare, and the public sector, focusing on outcome-based designs and continuous improvement.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• medical • dental • vision • 401(k) • paid time off

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