• Conduct requirements gathering sessions with customers, document their needs, create user stories and design documents • Create prototypes to show customers before development begins • Conduct demos of work completed by the development team and collect feedback • Assist during UAT to ensure everything works as expected • Train customers on new functionality and help them get comfortable with the system • Assist with data imports and migrations

Role Description Lead projects for insurance customers and grow your consulting career. This isn't a behind-the-scenes role - you'll be front and centre, leading conversations, presenting designs, and building relationships. In this role, you will: - Conduct requirements gathering sessions with customers, document their needs, create user stories and design documents - Create prototypes to show customers before development begins - Conduct demos of work completed by the development team and collect feedback - Assist during UAT to ensure everything works as expected - Train customers on new functionality and help them get comfortable with the system - Assist with data imports and migrations Qualifications - 3-5 years of hands-on Salesforce implementation experience - Experience working across multiple different Salesforce environments (not just one company or customer) - Background working for smaller boutique agencies where you've juggled multiple projects simultaneously - Strong technical understanding - whether that's from being a Salesforce admin, developer, or consultant - Proven client-facing experience, comfortable leading virtual meetings and building rapport - Ability to create documentation like user stories, design documents, data models, and data flow diagrams Requirements - Brownie points for insurance or financial services industry experience - Previous technical experience with other software products before Salesforce (other CRMs, software development, web development, marketing technology) - Solution architect background Benefits - $5,000-7,000 per month* based on experience and skill level. Exceptional candidates may be offered above the stated range. - Full-time & fully remote - 28 days time off per year - Laptop and computer equipment provided

• Perform requirements gathering, analysis, and documentation • Convey complex requirements to both internal and external stakeholders • Develop solution documents, requirement documents, discovery documents for internal and external review • Work on multiple projects and competing priorities simultaneously • Showcase (demonstrate) work deliverables to both internal and external stakeholders • Execute all project work in following Agile methodology • Design and develop workflow and functional diagrams to demonstrate proposed solutions to clients and internal teams • Manage task and work tickets, including description and acceptance criteria • Continually develop a deeper understanding of the business best practices for associations and nonprofits, particularly concerning the implementation of technology • Work in tandem with project managers and development teams to ensure on-time, on-budget work products

• 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.