Senior Solutions Consultant
AI summary of the role
This role is a client-facing Salesforce Solution Senior Consultant at a top advisory firm, responsible for delivering Salesforce solutions (architecture, automation, analytics) and supporting sales/presales activities.
What you’ll do
- Build Salesforce architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes)
- Facilitate business process workshops and requirements gathering sessions with customer stakeholders
- Lead technical discovery sessions and gap analyses to qualify opportunities and identify Industry Cloud, AppExchange, and custom configuration needs
- Build and deliver tailored product demonstrations and proof-of-concept environments
What you’ll bring
- Bachelor's degree required
- Salesforce Administrator Certification (Admin 201) required
- Minimum 2 years relevant experience; Management or Technology Consulting experience preferred
- Proficiency in Salesforce Lightning and Salesforce Data Loader and/or DemandTools
Technologies
Salesforce · Salesforce Lightning · Salesforce Data Loader · DemandTools · AppExchange · Industry Cloud · Workflow Rules · Process Builders · Approval Processes · Microsoft Office · Excel · Google Sheets
About Baker Tilly
Top-6 US advisory, tax and assurance firm serving mid-market and enterprise clients across audit, tax, risk advisory and consulting.
Private Late · 5000+ people
Source and classification
Technical pre-sales · Evidence for this classification:
iterative development cycles Sales & Presales Facilitate discovery calls to understand prospective clients' business processes, pain points, and goals, and translate those into Salesforce solution approaches Lead technical discovery sessions and gap analyses to qualify opportunities and identify Industry Cloud, AppExchange, and custom configuration needs Build and deliver tailored product demonstrations and proof-of-concept environments that showcase Salesforce capabilities against the prospect's use cases Contribute to proposals, statements of work, and RFP responses, including solution narratives, scope definitions, assumptions, and level-of-effort estimates Serve as the technical subject matter expert during the sales cycle, answering architecture, integration, data migration, and security questions from prospects Estimate implementation effort and identify delivery risks to
More from the job description
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exp [... source excerpt omitted ...] n agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities: Solution Delivery Build architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform Build declarative components (Apps, Lightning Pages) in Salesforce Lightning Create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce Configure the Salesforce objects, custom settings and account model Install and configure applications from the Salesforce AppExchange such as email, [... source excerpt omitted ...] dia, financial management, online payment, SMS, and form building applications. Install and configure proprietary applications as needed Facilitate business process workshops and requirements gathering sessions with customer stakeholders Define appropriate data model and system architecture from business requirements workshops Create comprehensive technical documentation appropriate for both engineering and clients. This includes documentation mapping detailed (field level) data flows Create written recommendations, outlining multiple solution designs and considerations for each. Discuss data model considerations internally and with clients Design mockups of custom pages Rapidl
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