• Provide system administration, design, and optimization services inline with Managed Service contract engagement standards & SLA’s • Educate, guide, and empower clients in the Idealist Way • Balance response times and approvals across multiple assignments • Plan activities from requirements to solution design using prescribed project management tools and delivery methodologies to ensure continuity in communication and project quality • Escalate client or consultant capacity concerns to Client Success for resolution support • Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization • Facilitate client need assessment, through user story collection, grooming, and prioritization • Favor declarative configuration with custom fields, objects, layouts, views, reports, dashboards, and automation • Support validation and user acceptance testing • Ensure data integrity, hygiene, and security • Provide documentation to empower client understanding and ownership of their system • Facilitate the selection and implement third-party solutions and applications as needed • Translate client business requirements into well-architected solutions that best leverage the platforms, products, and applications • Lead data mapping efforts during solution design and implementation phases, ensuring data integrity and usability across systems • Provide on project mentorship for Jnr Consultants and new hires • Assist Sales and Services Teams in preparing estimates for implementation, providing detailed level of effort estimates for proposed solutions and Alert Client Success of new opportunities as identified • Stay up to date on Salesforce best practice, ecosystem trends, and product releases • Advise and train clients on product enhancements, new functionality, and adoption opportunities

• Lead discovery sessions, stakeholder interviews, and requirements workshops with WHS stakeholders • Prepare and facilitate current-state assessments, process mapping, and future-state design sessions • Serve as the primary liaison between business stakeholders and technical teams • Translate requirements into user stories, acceptance criteria, and functional designs • Work closely with Salesforce Architects to align business needs with scalable Experience Cloud solutions • Configure and implement Experience Cloud solutions, including portals, user access, page layouts, and workflows • Design and optimize user journeys within Experience Cloud (login, case management, self-service, etc.) • Support backlog grooming, sprint planning, and Agile delivery activities • Validate solutions through demos, prototypes, and stakeholder feedback loops • Support User Acceptance Testing (UAT), including test scenario creation and defect triage • Provide training frameworks and support end-user adoption efforts (in partnership with BA/support teams) • Ensure compliance with federal security, governance, and data standards • Act as a trusted advisor to stakeholders on Salesforce capabilities, limitations, and best practices

Role Description We are seeking an experienced Lead Salesforce Consultant to join our Managed Services team. This role is intended for a senior hands-on consultant who can drive solution delivery across multiple client engagements, provide functional and platform leadership, and step directly into execution when needed. The ideal candidate will bring strong practical experience across Salesforce Sales Cloud, Service Cloud, Loyalty Cloud, Field Service, Experience Cloud and DevOps / Salesforce DevOps practices. This is not a coordination-only role. The successful candidate must be comfortable owning analysis, shaping solutions, supporting configuration and testing, guiding teams, and troubleshooting delivery issues in a fast-moving managed services environment. Key Responsibilities - Lead functional solutioning and delivery support across multiple Salesforce managed services engagements. - Gather, challenge, refine, and translate business requirements into practical and supportable Salesforce solutions. - Provide strong hands-on contribution across Salesforce Sales Cloud, Service Cloud, Loyalty Cloud, and Field Service. - Act as a senior point of reference for consultants, admins, developers, QA, and project managers. - Support backlog shaping, estimation, prioritization, and solution clarification across parallel workstreams. - Contribute directly to configuration review, testing support, issue investigation, root cause analysis, and production support when required. - Ensure solutions align with platform best practices, scalability, maintainability, security, and operational supportability. - Work closely with architects and technical leads on solution direction, design trade-offs, and delivery feasibility. - Support release planning, deployment coordination, and Salesforce DevOps practices across environments. - Produce and maintain clear documentation, process flows, functional designs, and delivery notes as required. - Engage confidently with client stakeholders and help drive decisions forward in a structured and pragmatic way. Working Environment This role operates within a managed services model and supports multiple ongoing client engagements. The successful candidate should be comfortable with context switching, parallel priorities, evolving requirements, and a mix of functional, operational, and hands-on responsibilities. Requirements Competencies - Functional consulting: Requirement analysis, business process mapping, solution shaping, and user-focused design. - Hands-on delivery: Willingness to work directly in the platform, support execution, and move work forward when delivery stalls. - Leadership: Ability to guide teams, challenge unclear inputs, and create direction without waiting for perfect conditions. - Managed services mindset: Comfort with multiple clients, context switching, competing priorities, and ongoing enhancement work. Skill Set - Proven experience in a senior Salesforce Consultant or Lead Consultant role. - Strong hands-on expertise with Salesforce Core. Practical experience with Loyalty Cloud and Field Service. - Good understanding of Salesforce DevOps practices, including deployment governance and release coordination. - Experience supporting multiple projects or clients simultaneously in a managed services or similar multi-account environment. - Strong skills in requirement analysis, functional design, solution validation, and delivery support. - Ability to move comfortably between business discussions, detailed platform work, and issue resolution. - Strong communication, stakeholder management, and cross-team collaboration skills. Preferred Qualifications - Salesforce certifications relevant to consulting, administration, or platform functionality. - Experience mentoring junior consultants or coordinating work across cross-functional teams. - Exposure to integrations, enterprise process landscapes, and complex support models. - Experience working in Agile delivery models and structured support processes. Benefits - Rapidly growing team of diverse individuals passionate about performance, technology, and customer satisfaction. - Work-from-anywhere company prioritizing what you deliver over where you work. - Emphasis on work-life balance and employee satisfaction. - Innovative and open culture empowering individuals to make a positive impact. - Equal opportunity employer welcoming all individuals without discrimination.

Role Description Estamos em busca de um(a) Consultor(a) Salesforce Sênior para atuar como backfill na equipe de Solution Designers, conforme demanda do projeto. Este(a) profissional terá um papel estratégico na tradução de requisitos de negócio em soluções eficientes dentro da plataforma Salesforce, priorizando o uso de recursos nativos (Out-of-the-Box) e, quando necessário, aplicando customizações de forma inteligente e escalável. - Traduzir necessidades de negócio em soluções técnicas na plataforma Salesforce - Atuar em parceria com times de negócio e solution consultants - Desenvolver e otimizar soluções com foco em produtividade e eficiência - Criar e manter relatórios, dashboards e automações (Flows) - Apoiar na melhoria contínua dos processos e soluções implementadas - Realizar suporte e treinamento de usuários - Gerenciar atualizações e monitorar performance da plataforma - Elaborar documentação técnica (fluxogramas, diagramas e especificações) Qualifications - Experiência sólida com Salesforce CRM e Lightning Experience - Domínio em automações (Flows), relatórios e dashboards - Experiência com integrações e linguagens de consulta (SQL, SOQL, SOSL) - Vivência com boas práticas de desenvolvimento e arquitetura Salesforce - Experiência com ferramentas de produtividade baseadas em IA (ex: Copilot, Rovo, entre outras) - Certificações obrigatórias: - Salesforce Administrator - Salesforce Platform App Builder - Inglês avançado/fluente (obrigatório) Profile Desired - Profissional proativo, com visão analítica e foco em solução - Boa comunicação para interação com áreas de negócio - Capacidade de atuar de forma colaborativa em ambientes dinâmicos Location Remoto