• 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 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

• Lead and participate in discovery sessions to understand business processes and requirements • Gather, document and translate detailed business, functional and technical requirements • Configure and customise Salesforce Sales, Service and CPQ / Revenue Cloud applications • Manage vendors, liaise with technical teams and support smooth delivery to end users • Configure Salesforce and relevant third-party applications • Work closely with in‑house developers to design and deliver custom integrations • Guide clients through best‑practice Salesforce utilisation to enhance efficiency, productivity & profitability