What are the responsibilities and job description for the Waves Consultant position at Coastal?
Waves Consultant
We are looking for a Waves Consultant to help us support our continued growth. The Waves Consultant reviews, analyzes, and evaluates business systems, business requirements and user needs. They are able to independently formulate and implement more complex systems / solutions that meet client business strategies. The consultant is responsible for conducting meetings and preparing business process documentation, process flow analysis, technology-enabled process improvement/redesign, requirements definition, data modeling and detailed functional design. This person begins to demonstrate expertise in major / minor areas. The consultant is able to lead and manage their own Waves Programs.
Waves consultants typically focus on innovation with Salesforce instances that have been implemented with an existing user base. Waves consultants bring strategic guidance, governance, innovation, and support expertise and are able to work across multiple work streams in parallel. This requires a blended skillset of project management, solution design, and agile development to bring Salesforce best practices to our clients. The Waves Consultant position is a leadership role both for our Waves teams and for client engagements.
Role Responsibilities:
Waves consultants typically focus on innovation with Salesforce instances that have been implemented with an existing user base. Waves consultants bring strategic guidance, governance, innovation, and support expertise and are able to work across multiple work streams in parallel. This requires a blended skillset of project management, solution design, and agile development to bring Salesforce best practices to our clients. The Waves Consultant position is a leadership role both for our Waves teams and for client engagements.
Role Responsibilities:
- Works effectively individually and with Coastal and client team members to achieve customer success
- Takes direction from project team members and immediate supervisor, but takes initiative and shows leadership when appropriate
- Is able to exercise independent judgment on small and medium sized client engagements, or take a lead role on key components of a larger project
- Demonstrates the ability to perform Salesforce.com administration / configuration / data migration / integration duties as directed
- Is able to effectively facilitate meetings and demonstrate brainstorming / consensus building skills
- Is able to project manage small to medium sized capacity based programs including acting as the point of contact for the client, manage scope, timeline, and budget within the program, and coordinate Coastal and client resources
- Is able to facilitate strategic quarterly planning sessions with client to generate, prioritize, and plan a continuous innovation cadence
- Demonstrates the ability to design solutions on the Salesforce platform to meet client needs, estimate the level of effort required to implement, and coordinate a team sprint plan to complete
Experience/Skills Required:
- 3-5 years of work experience in the field and at least 1 year of consulting experience
- Technical Background / Degree Program preferred
- Minimum of an active Salesforce Administrator or other Salesforce certification required
- Able to discuss experience with Salesforce.com or similar CRM
- Possesses excellent oral and written communication skills
- Ability to work independently
- Able to discuss the benefits of a Software as a Service (SaaS) model
- Basic Knowledge of implementation and configuration of enterprise systems such as CRM or ERP
- Ability to learn quickly and think creatively
- Team player with strong interpersonal skills and ability to take a leadership role when necessary
- Detail-oriented individual with the ability to quickly assimilate and apply new concepts, business models, and technologies
- Must have full-time permanent US work authorization
- Note – Determination of Senior will be based upon the candidate's previous relevant experience and depth of skills, and will be determined through our skills interview process
Additional Preferred Experience/Skills:
- Bachelor’s Degree preferred, or equivalent experience
- Business Process
- Process Flow Analysis
- Requirements Definition
- Configuration Workbook
- Data Models
- Detailed Functional Design
- Project Plan
- Seeks opportunities to develop professional skills
- Achieves one technical certification each quarter as specified by immediate supervisor/manager
- Travels with client or project team as needed
Why Coastal, and what we offer:
- Flexible working hours with an emphasis on a life-work balance (in that order!)
- Remote friendly - “Live by the beach, work in the Cloud,” plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA; Lexington, KY
- Unlimited Paid Time Off (RTO), 401K with Company Match, and Medical, Vision, & Dental coverage
- Competitive quarterly bonus opportunities
- Continuing education and certification reimbursements, specifically within the Salesforce & Snowflake ecosystems; plus occasional in-house competitions with spot bonuses
- A flexible and fun team culture! We value transparency, support, flexibility, growth, teamwork, fun, and so much more
- Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events.
- Monthly All-Hands calls to bring the company together, and an open-door leadership policy with access to mentorship and guidance
- Opportunities for accelerated growth, networking, and career guidance and support
- Trust, transparency and respect across all levels of the company
Coastal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.