Senior Salesforce Consultant - Professional Services

 Posted 3 months ago
     
2-5 years experience
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AI Summary

The consultant will act as the primary technical consultant for enterprise customers, leading discovery workshops to map business objectives to Salesforce and the WorkSpan data model, and translating executive goals into technical designs and delivery plans. Responsibilities also include leading end-to-end Salesforce Sales Cloud implementations using the WorkSpan Managed Package, performing configurations, customizations, and ensuring solutions are scalable and compliant.

About the role:

Customer & Consulting Leadership

  • Act as the primary WorkSpan technical consultant for enterprise customers.
  • Lead discovery and design workshops to understand business objectives and map them to Salesforce and the WorkSpan virtual data model.
  • Partner closely with customer stakeholders, internal Product, Engineering, and Sales teams.
  • Translate executive‑level goals into clear technical designs, user stories, and delivery plans.

Salesforce Implementation & Optimization

  • Lead end‑to‑end Salesforce Sales Cloud implementations involving the WorkSpan Managed Package.
  • Configure and customize Salesforce objects, fields, flows, approval processes, reports, dashboards, and security models.
  • Perform gap analysis to distinguish configuration vs. customization and recommend scalable solutions.
  • Conduct UAT support and solution validation to ensure implementations meet business and performance expectations.

Managed Package & Apex Excellence

  • Own installation, upgrades, versioning, and configuration of the WorkSpan Managed Package.
  • Diagnose and refactor inefficient Apex, SOQL queries, triggers, and automation.
  • Ensure solutions are bulkified, async‑optimized, and governor‑limit compliant.
  • Maintain clean architecture while operating within AppExchange managed package constraints.

Integrations & Ecosystem Co‑Selling

  • Design and implement integrations between Salesforce and partner ecosystems such as AWS ACE, Microsoft Partner Center, and other PRM / B2B platforms.
  • Configure data synchronization using APIs, middleware, and WorkSpan’s Universal Adapter.
  • Ensure data accuracy, integrity, and reporting consistency across systems.

Enablement & Continuous Improvement

  • Create and maintain technical documentation for configurations, integrations, and customizations.
  • Deliver user training and enablement sessions to drive adoption.
  • Provide post‑go‑live support, troubleshooting, and continuous optimization.
  • Participate in internal and external workshops focused on platform performance and solution evolution.




What You Bring

Required Qualifications

  • Bachelor’s degree in Computer Science, Engineering, Business, or equivalent experience.
  • 4–5 years of hands‑on Salesforce experience, with a strong focus on Sales Cloud.
  • Deep expertise in debugging, SOQL, Flow Automation, and Salesforce data modeling.
  • Proven experience working with Managed Packages and AppExchange constraints.
  • Fundamental knowledge in Salesforce integrations (REST/SOAP APIs, middleware, third‑party platforms).
  • Experience supporting B2B, partner, or co‑selling business models.
  • Excellent communication skills with the ability to lead customer discussions and explain technical concepts to non‑technical audiences.
  • Comfortable working in Agile, fast‑paced, customer‑facing environments.

Preferred Qualifications

  • Salesforce Certifications preferred (Administrator, Platform App Builder, Sales Cloud Consultant, or similar).
  • Experience with PRM systems, partner ecosystems, or joint‑selling workflows.
  • Prior exposure to WorkSpan or similar ecosystem / co‑selling platforms.




Why Join WorkSpan

  • Global Impact: Work with the world’s largest tech ecosystems and enterprise customers.
  • Ownership: Competitive salary, equity, and performance incentives.
  • Remote‑First Flexibility: Work from home across India or LATAM.
  • Health & Wellness: Comprehensive medical coverage and monthly wellness stipend.
  • Time Off: Unlimited PTO, paid holidays, and parental leave.
  • Growth: Learn from top engineers, consultants, and ecosystem leaders.
  • Culture: Inclusive, innovative, and customer‑obsessed—with a strong buddy/mentorship system.

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