Salesforce Consultant and Solution Architect
About the role
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Responsibilities
- Participate in pre-sales discovery; document business, functional, and technical requirements; and help translate the proposed solution into a clear Scope of Work
- Partner with Practice Directors, Solution Architects, and Project Managers to estimate implementation effort and identify the skills needed to deliver sold Scopes of Work
- Work directly with internal and client stakeholders to capture business needs, define requirements, and map current and future-state business processes
- Design and configure scalable Salesforce solutions that meet business needs, using standard platform capabilities and industry best practices
- Own assigned implementation workstreams as a hands-on builder, configuring solutions directly while collaborating with Solution Architects, Project Managers, Analysts, and Developers
- Facilitate discovery sessions, solution workshops, project kickoffs, demonstrations, and client status discussions for assigned workstreams
- Build and maintain declarative automation, data models, security and sharing configurations, reports, dashboards, and other platform components
- Support integrations, data migration, troubleshooting, and issue resolution in partnership with technical team members
- Create and execute test plans, perform functional and system testing, support user acceptance testing, and provide quality assurance for completed work
- Document solution designs and configurations, deliver end-user training as needed, and take ownership of assigned deliverables through deployment and post-launch support
This position requires a minimum of 20% travel.
Requirements
- Demonstrated hands-on competency with Salesforce