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Salesforce Consultant

Crowe LLP

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At a glance

Compensation
No compensation found
Location
Cleveland, OH
Work Authorization
Not specified

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Job overview

The Salesforce Consultant bridges client business problems and technical solutions, engaging customers to understand needs, design custom solutions, and provide advice on industry best practices. The role supports pre-sales scoping, requirements definition, solution design, and project implementation under the guidance of solution architects or senior consultants. Consultants collaborate with stakeholders and use Salesforce functionality to deliver solutions aligned with client needs.

Skills & qualifications

RequiredNice to have

Skills

SalesforceDeclarative FunctionalityCommunicationCritical Thinking

Full job description

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: What It Means to Be a Consultant at CroweConsulting is a dynamic business focused on solving problems for our clients and serving our core markets through innovative solutions. As technology and AI continue to reshape the consulting landscape, we are looking for individuals who are curious, adaptable, and eager to learn. At Crowe, consultants are expected to build both technical and transferable skills, think critically, and use technology to solve real business problems. In this role, you will continuously learn, collaborate across teams, and explore how tools, including emerging AI capabilities, can improve efficiency, insights, and client outcomes. As you grow, you'll also begin to take ownership of client relationships, contribute to account strategy, and support the delivery of high-impact work. Developing a sense of account leadership, including understanding client needs, ensuring delivery excellence, and building trusted partnerships, is part of what sets successful consultants apart. Success in this role comes from a growth mindset, strong communication skills, advanced critical thinking, and the ability to navigate new challenges with confidence. As Salesforce Consultant with Crowe, you will play a key role on our project team by bridging the gap between business problems and technical solutions for our clients. You will engage directly with customers to understand their needs, design custom solutions, deliver & implement innovative real-world solutions. You will be expected to provide consultative advice regarding industry best practices and create a solution that always best meets our client's needs. Key Responsibilities Include * Pre-sales scoping, supporting a Solution Architect/Sr. Consultant, as needed * Documenting business requirements, functional requirements & technical requirements in a pre-sales environment to generate a solution and Scope of Work, as needed * Work closely with key stakeholders (internal & client facing) to capture business needs, define requirements for the scoped work and clearly outline the affected business processes * Assist in fully solutioning scopes of work that meet business needs in a clear and cohesive manner, with oversight from SA/SC * Work at discretion of SA/SC for project implementation & architectural design by both solutioning and delivering on workstreams as identified & assigned * Assist in the creation of the Solution Design Documentation with the support of Technical and Solution Architect that includes but is not limited to: o Detailed user stories and acceptance criteria o Entity Relationship Diagrams and Data dictionary o Current state and future state process flows o Wireframes and mockups * Use declarative functionality to build solutions & complete all assigned project actions using Salesforce and Crowe best practices * Assist in project delivery once work is completed by completing QA of all work, compiling change sets for deployment & assist in bu

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