What are the responsibilities and job description for the Salesforce Client Success Consultant position at Strata Information Group?
Strata Information Group (SIG) Solves Problems. We are a team of dedicated professionals deeply committed to excellence and innovation. SIG has been a trusted partner to over 1,000 higher education institutions globally since our inception in 1988. Our solution sets include Strategy & Optimization Consulting, Enterprise Applications Implementation and Managed Services, Data Services, and Cybersecurity.
SIG values client satisfaction, integrity, and expertise in higher education. We embrace diversity, collaboration, and personal growth in our inclusive environment.
Position Summary & Responsibilities
The Salesforce Client Success Consultant (CSC) provides ongoing Salesforce CRM administration and proactive support for a group of assigned clients. Additionally, this person may also support implementation projects alongside a Senior Consultant. This role is designed for a Salesforce professional who is eager to grow into a consulting career or already has consulting experience.
In addition to Salesforce, the CSC may assist with related applications such as FormAssembly, Marketing Cloud, Marketing Cloud Account Engagement (Pardot), Conga/SDocs, and other tools. Training will be provided as appropriate to broaden technical and consulting skills.
This is a client-facing role requiring strong critical thinking skills, strong problem-solving skills, attention to detail, strong communication skills, and the ability to build trusted relationships and work successfully with both clients and fellow team members.
Provide day-to-day Salesforce administration and user support for assigned clients.
- Assist clients with troubleshooting issues, delivering enhancements or new configuration, creating reports and dashboards, managing data – including imports and updates using dataloader or other tools.
- Support client requests for declarative Salesforce configuration (e.g. flows, validation rules, dynamic page layouts, security, user management).
- Coordinate and maintain proactive check-ins with clients to cultivate opportunities for enhancements and best practice adoption.
- Collaborate with senior consultants to support implementation projects, support solution design and/or user stories, lead or support client training sessions, advise on solutioning that align with your areas of expertise when appropriate, etc.
- Collaborate with Project Manager on task deadlines, user story development, quality assurance testing, etc
- Gain experience with related applications (FormAssembly, Marketing Cloud, Marketing Cloud Account Engagement, Conga/SDocs, etc.) to support client needs.
- Maintain accurate documentation of client environments, configurations, and processes.
- Maintain client priority list to have a working list of needs, change management etc.
- Represent SIG professionally and provide excellent customer service to drive client satisfaction.
- Participate in internal meetings, knowledge sharing, and training sessions.
Required Qualifications
- Salesforce Administrator Certification (required).
- Minimum of 2-3 years of professional Salesforce experience
- Strong interest in a consulting career, with the ability to learn quickly in a client-facing role.
- Excellent interpersonal, written, and verbal communication skills.
- Highly organized and detail-oriented, with strong critical thinking skills and problem-solving skills.
- Ability to manage time effectively across multiple clients and priorities.
Preferred Qualifications
- Experience with Salesforce in a higher education or nonprofit environment.
- Experience working in Salesforce Education Cloud (or Nonprofit Cloud -optional)
- Experience working with Salesforce products like Marketing Cloud Account Engagement, Experience Cloud, OmniStudio or others.
- Exposure to third-party Salesforce applications such as FormAssembly or Conga/SDocs.
- Salesforce Education Cloud certification (bonus).
Pay and Benefits
- The salary range is $75-85,000
- Health, Vision, Dental & Life Insurance
- Short & Long Term Disability
- Paid Parental Leave
- 3 Weeks Vacation, Sick Leave & Paid Holidays
- 401(K) with a 5% Employer Contribution
- Pet Insurance
The listed salary range for this position is indicative and subject to adjustment based on the candidate's unique skills and location. Final compensation will be determined through mutual agreement between the successful candidate and SIG.
SIG is an Equal Employment Opportunity employer
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Salary : $75,000 - $85,000