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Posted 4 months ago
Requirements and responsibilities
Company DescriptionWe are a Digital Product Engineering company that is scaling in a big way! We build products, services, and experiences that inspire, excite, and delight. We work on a scale across all devices and digital mediums, and our people exist everywhere in the world (17000 plus experts across 39 countries, to be exact). Our work culture is dynamic and non-hierarchical. We are looking for great new colleagues. That is where you come in!Job DescriptionRole - Salesforce Business ConsultantLocation - East CoastWorking Model - RemoteEmployment type - Full-time EmployeeJob Overview:Salesforce Business Consultant/ Solution Architect Key Responsibilities:Client Advisory & CRM Transformation.Lead discovery workshops with manufacturing clients to understand strategy, sales and service models, channels (direct, OEM, distributor, dealer), and key KPIs.Assess current CRM/legacy landscape, identify gaps, and define a Salesforce-centric target state.Design CRM transformation roadmaps with Salesforce as the strategic CRM platform, including phases, scope, and rollout plan.Redesign end-to-end business processes (Lead-to-Opportunity-to-Order / Quote-to-Cash, Key Account Management, After-Sales & Service, Warranty, Field Service, Partner/Dealer Management) aligned to Salesforce best practices.Act as trusted advisor to senior client stakeholders (Sales, Service, Operations, IT leadership) on CRM strategy, governance, and operating models.Salesforce Solution Architecture & Design:Own end-to-end Salesforce solution architecture for manufacturing CRM engagements, primarily across Sales Cloud, Service Cloud, Experience Cloud, and, where relevant, Manufacturing Cloud, Field Service, Revenue Cloud/CPQ, and CRM Analytics.Define data model, object relationships, security model, environment strategy, and integration patterns with ERP (SAP, Oracle, Dynamics, Infor), MES, PLM, pricing engines, and other systems.Produce solution blueprints, high-level design, and effort estimates; ensure designs are scalable, maintainable, and aligned to Salesforce best practices and platform limits.Guide functional consultants and technical teams during delivery, reviewing user stories, configurations, and customizations for alignment with the solution design.Contribute to internal accelerators, templates, and industry-specific assets for manufacturing CRM.Pre-sales, Demos & Proposals (Consulting/SI Context):Partner with sales and account teams to qualify opportunities and define solution and delivery approaches.Lead Salesforce demos tailor-made for manufacturing scenarios (e.g., key account planning, complex opportunity management, CPQ quoting flows, warranty and service flows, dealer/distributor portals, field service scenarios).Prepare solution slides, architecture overviews, and walkthroughs for client presentations, including oral RFP defenses.Translate RFP/RFI requirements into Salesforce-based solutions and clearly documented scope, approach, and assumptions.Build and articulate the business case and ROI for CRM transformation, linking Salesforce capabilities to commercial and operational outcomes (pipeline growth, win rates, forecast accuracy, service response time, first-time-fix rate, dealer performance, customer satisfaction).Change Management, Adoption & Governance:Advise clients on CRM governance, operating models, and Salesforce roles (product owner, key users, admins, CoE structure).Support definition of role-based Salesforce usage models for sales reps, KAMs, service agents, and partner users.Provide input to change, communication, and training plans and help design meaningful KPIs and dashboards to monitor CRM adoption and performance. Promote data quality and disciplined CRM usage (account/contact hygiene, opportunity and pipeline management, case and service data) to enable reliable reporting and analytics.Delivery Oversight & Quality Assurance:Serve as design authority for one or more projects, ensuring coherence across workstreams and vendors.Participate in and sometimes lead key Agile ceremonies (workshops, backlog refinement, sprint planning, showcases), clarifying requirements and validating sprint outcomes.Identify risks and issues related to solution design, scope, or integration early and propose mitigation options.Support UAT planning, test scenario definition for end-to-end CRM flows, go-live readiness assessment, and hyper care.
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