Sr. Salesforce Consultant

Benefits Offered
Work/life balance
100% health vision and dental coverage
Life insurance
401(k) with matching
Paternity/maternity leave
Continuous education
Casual dress code
Company outings
Unlimited PTO
Flexible hours
PAC-MAN arcade game
Pet friendly
Green office

Employment Type


Sr. Salesforce Consultant

Interested in this Position?

Primary Responsibilities

Primary Responsibilities

  • Lead project teams to execute all project implementation phases including project planning, requirements gathering, solution design, development, system and user testing, deployment, training and post go live support
  • Provide project teams with best practices based on experience as well as current Zennify standards
  • May act as a liaison between partners, clients and technical teams
  • Be the first level of escalation for external client and project team
  • Lead process driven customer conversations and workshops related to sales processes, customer service, marketing automation, and operational processes and any other process as necessary to support the client
  • Effectively translate customer needs into functional and/or technical, well-organized, documented project requirements and/or user stories as needed to support a successful project outcome
  • Effectively translate and communicate customer requirements and/or user stories into solutions that enable the customer to achieve its goals as needed to support a successful project outcome
  • Ensure all necessary project deliverables are completed using Zennify standards
  • Complete and maintain all project management deliverables using Zennify standards
  • Work within a team to produce on-time, high quality, scalable and suitable services and deliverables
  • Contribute to a collaborative team environment by encouraging and leading solution brainstorming, internal knowledge sharing and skill development
  • Participate in design, development, testing and documentation of scalable, high-quality business solutions on the platform optimizing declarative functionality as needed to support a successful project outcome
  • Recommend alternate approaches and analyze impacts and facilitate sizing estimate process
  • Facilitate client requirements and design sessions
  • Conduct unit, integration, and performance testing and work closely with users for user acceptance testing as needed to support a successful project outcome
  • Analyzing and mitigate bugs and issues as needed to support a successful project outcome
  • Participate in design and code reviews
  • Support release planning and deployment
  • Provide client training support
  • Manage customer relationships and day-to-day interactions & escalations
  • Define project short and long-term goals, identify success criteria, and coordinate client and delivery resource roles and responsibilities
  • Drive delivery teams to produce on-time, high quality, scalable and suitable services and deliverables
  • Contribute to pre-sales customer scoping sessions with the Sales Team as necessary

Preferred Qualifications

  • One or more of the following Salesforce Certifications: Sales Cloud Consultant, Service Cloud Consultant, Community Cloud Consultant, Financial Services Cloud Accreditation
  • Strong Financial Services, Banking, Mortgage, Insurance or other relevant sub-verticals background

Required Skills & Experience

  • 5+ years working within a Consultant Role or a customer-facing role in an advisory capacity
  • Administrator certification
  • At least two years of project management experience deploying technical solutions for customers while leading a team and effectively communicating with all stakeholders
  • Understanding of Agile and Waterfalls methodology
  • Familiarity with cloud based, enterprise level packaged applications
  • Proven success in contributing to a team-oriented environment
  • Understanding of Agile application development
  • Practical and applied knowledge of software development best practices such as requirement tracking/documentation and code reviews
  • Excellent communication skills, both verbal and written, with the ability to clearly articulate and document complex messages and requirements, including User Story creation and refinement
  • Strong aptitude for prioritization and multitasking in a deadline driven environment
  • Must be eligible to work in the United States. Zennify does not provide Visa Sponsorships.

Qualities of the Ideal Candidate

  • Thrives in a team-based, high energy and fast-paced environment.
  • Service-oriented and innately driven to produce outstanding customer satisfaction and results
  • Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.
  • Enjoys discovering, learning about and implementing new technologies
  • Analytical and prone to logically and methodically work through problems
  • Strong aptitude for prioritization and multitasking in a deadline-driven environment.
  • Possess a sense of urgency with strong organizational and follow-up skills.
  • Ability to develop relationships with new people in a professional environment and represent Zennify at industry events.
  • A team player with a positive demeanor with exceptional interpersonal skills with respect to internal and external interactions and relationships.
  • Ability to meet travel requirements, when applicable (up to 30% travel projected).
  • Can exercise independent judgement and can take the lead role on mid-level to enterprise client projects, with little to no direction.
  • A desire to proactively contribute to, and enhance, team outputs.
  • Experience working in Financial Services, Banking, Mortgage, Insurance or other relevant sub-verticals.
  • Working knowledge of integration software such as Mulesoft, Jitterbit or Informatica.