Salesforce Client Success Consultant

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October 28

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Strata Information Group

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Education • SaaS • Cybersecurity

Strata Information Group is a leading provider of comprehensive IT services for higher education institutions. Partnering with over 900 colleges and universities worldwide, SIG specializes in strategic consulting, implementation, and support services across a wide array of technologies. Their expertise includes cloud and SaaS management, ERP and CRM implementation, data services, analytics, and cybersecurity consulting. Strata Information Group also offers customized solutions for student success, enrollment management, and institutional marketing. With deep knowledge of Salesforce and a strong focus on cybersecurity and compliance, SIG positions itself as a vital partner for educational institutions seeking technology-driven transformation and optimization.

51 - 200 employees

Founded 1987

📚 Education

☁️ SaaS

🔒 Cybersecurity

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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