Sample Salesforce consultant job description

At [Company X], we’re always looking to strengthen our business by adding the best available people to our team. We’re currently seeking a Salesforce consultant to work closely with our Salesforce developer in driving the adoption, optimization, and iteration of the Salesforce platform, leveraging multiple integrations and technologies. The ideal candidate will have at least three years of experience with technical implementations of customer projects. Using their expertise, problem-solving ability, and creative flair, the consultant will design, build, deliver, and maintain our Salesforce ecosystem. The consultant will also help develop business requirements, specifications, process flows, application design, and configuration, along with testing and deployment.

Objectives of this role

  • Design, operate, and integrate Salesforce systems to enable efficiencies in key areas of the business
  • Provide coaching in best practices for Salesforce administration and implementation to enhance user experience
  • Use Salesforce automation to streamline internal processes
  • Manage multiple stakeholder engagements and work with relevant team members to learn project requirements, facilitate process analysis sessions, and develop technology solutions
  • Identify project issues and risks, and present alternatives for alleviating or resolving them


  • Design, build, and deliver tailored solutions for the business using Salesforce and other connected technologies
  • Provide day-to-day administration, troubleshooting, and maintenance for the connected Salesforce platform
  • Support continued build-out of key reports and dashboards, data administration, and integrity upkeep
  • Recommend new features and improvements to optimize and increase use of the platform
  • Provide technical specifications and help maintain overall documentation for the business
  • Adhere to and promote best practices, and design the guidelines for security procedures

Required skills and qualifications

  • Three or more years of experience with technical implementations 
  • Advanced experience with Salesforce configurations
  • Background in CRM process design and implementation
  • Experience with enterprise integration tools and ETL (extract, transform, load) tools
  • Strong presentation and communication skills

Preferred skills and qualifications

  • Bachelor’s degree or equivalent
  • Experience with CRM software such as Siebel, Clarify, Vantive, PeopleSoft, or NetSuite