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Salesforce Platform Manager 12/30/22

Love to feel like your job makes a difference?  Want to work in an environment where there's an appreciation for the different perspectives, experiences, expertise, qualities, and strengths that each person offers?  Our client, a non-profit in Chicago needs someone to dive into and manage their Salesforce platform.  

Responsibilities include system administration, configuration, data maintenance, user management and reports and dashboards. You'll be expected to maintain, support, troubleshoot, and optimize Salesforce Platform systems, including integrated CRM, Sales Cloud, Marketing Cloud, and other integrations.  You'll work closely with all staff up to C-suite for requirements gathering, organization and strategy.

Salesforce and Marketing Cloud Admin 12/20/22

Our client, in business since 1962, is looking for a Salesforce & Marketing Cloud Administrator.  This person will work closely with sales and marketing leadership to define the scope of any given request and work through possible solutions. Work in an environment where your creative, problem solving ideas and thoughts will be appreciated.

Some responsibilities include:

  • Reconcile, migrate, maintain and upload data with a focus on data integrity
  • Determine, execute and evaluate possible solutions and customization to address evolving business needs and business process gaps within the SF environment
  • Customize fields, layouts, objects, records, etc. to create workflows and easily consumable dashboards and reports to track organization goals.
  • Handle all administrative functions including user account maintenance, report and dashboard creations, workflows and other routine tasks and maintenance for Salesforce and Marketing Cloud
  • System audits and upgrades
  • Be the SME and learn new systems and features related to the SF ecosystem
  • Find creative ways to help the company build sales and marketing operation processes

Salesforce Administrator 11/10/22

A great opportunity to join a solid and stable BioTech company but still have that start-up feel!!  They are looking for a Salesforce Administrator to who has worked on strategic innovations and has experience with migrations and product expansion.  The team needs someone who is fast paced, dynamic, flexible, manages multiple requests, positive attitude and excited about what they do. There's LOTS of growth potential here.

Key responsibilities include:

  • The usual Admin duties like quality reports and dashboards, establishing data and object standardization and workflows.
  • Forecasting demand, revenue and expenses.
  • Guidance with marketing automation system interface workflows, hand off and reporting.
  • Develop new functionality via Salesforce configuration (objects, processes, flows, etc.) to support business initiatives.
  • Compile, analyze, and report sales and marketing data.

IT Systems/Salesforce Administrator 11/04/22

Our client is growing at “lightning” speed (haha get it?...SF lightning?).  If you want to work together and win together this is the company for you!

They are looking for an IT Systems/Salesforce Administrator to run with the IT vision and initiatives of the company.

Things you’d be doing:

  • Be the product expert for all platforms, mostly Salesforce and related apps
  • Basic SF Admin duties like dashboards, workflows, reporting, training, promoting user adoption.
  • Identifying current and future challenges in the IT landscape and develop and implement mitigation strategies.
  • Security and risk management
  • Help Desk
  • Oversee IT department budget and forecasting
  • Multi-department communication

CRM System and Data Integration Administrator 11/04/22

Our client in the education sector is looking for a CRM System and Data Integration Administrator design, implement, and support CRM (Salesforce) solutions for their entire organization. 

Your day-to-day will be filled with automation of processes, security design and implementation, system administration and maintenance, upgrades, documentation, and data extraction and integration.  Sound fun?? Haha, you’ll also be working with a great team of people, interested in the development of the whole team – not just one person.

To do this job well, you’ll have experience in:

  • Salesforce technical support
  • Synchronizing data with external systems
  • Strong data management skills
  • Strong understanding of relational databases
  • Gathering, analyzing, and interpreting data to produce reports and dashboards and support data-driven decisions.
  • Technical documentation
  • Ability to work both independently and in a collaborative, team-oriented environment.


Salesforce Product Owner 11/04/22

If you like to give back and want to be a part of a team that really makes a difference in people lives, then our client may have the job for you!

They are looking for a Salesforce Product Owner to oversee and be responsible for the development and integration initiatives and projects for their entire Salesforce environment.  This will be someone who collaborates with stakeholders to define Salesforce product requirements, develop user stories and acceptance criteria, and produce and manage a clearly defined backlog.

Key Responsibilities:

  • Responsible for Salesforce roadmap. Continuously review industry standards and best practices to ensure optimal use of Salesforce; evaluate new releases and determine appropriate course of actions. Develop tactical and strategic recommendations.
  • Coordinate with Salesforce Administrators in Sales and Marketing, all business units, and integration vendors to develop and facilitate the implementation of new or improved business processes.
  • Work with internal teams to drive process improvements in an agile development environment.
  • Use Jira and Confluence to collaborate effectively on requirements management.
  • Responsible for the JIRA Salesforce backlog grooming.
  • Manage contracts with sub-contractors, and suppliers. Assign tasks and monitor expected deliverables. Track project costs against budget.
  • Engage with end-users regularly to develop a strong understanding of business needs, workflows and how they impact business. Identify opportunities for improvement.

Salesforce Developer 05/13/22

Our client, a winner of three Comparably Awards of the Top 50 small/midsize company category is looking for a Salesforce Developer. In this role, you will

  • Ensure service level availability of our Salesforce instances and applications and provide on-going support for break/fix/enhancement activities to resolve application issues.
  • Research production system issues, resolve user problems and escalate when necessary.
  • Investigate business operations and processes to identify KPIs and improve inefficiencies.
  • Be responsible for designing, engineering and implementing complex Salesforce. solutions--including writing functional and technical specifications, coding, support, agile team principles and leadership.
  • Work with stakeholders to formulate requirements, possible solutions and identify the implications of new or revised workflows, triggers or apps.
  • Take impactful features from idea to implementation.
  • Create and advocate for best practices and policies, guide and influence teams to leverage these practices.
  • Implement customer-centric solutions and develop products on the Salesforce platform.
  • Assist with the planning of application changes, development, and installation of upgrades and new releases.
  • Integrate multiple systems with Salesforce, including internal proprietary and third party applications.
  • Lead customer-centric solutions utilizing strong technical design skills and strong working relationships with internal groups.
  • Support change control Salesforce best practices, including the management of user requests/approvals and promoting changes to production.
  • Develop, document and enforce application standards and procedures.

Project Manager 04/11/22

Our client, a top company based in the San Francisco area, is looking for a Project Manager. You are a customer-centric strategic thinker with the ability to drive the successful delivery of projects. You accomplish this by building relationships, providing clear guidance, and looking around corners in order to best support Customers and your team. You know how to be a leader and how to serve the team; when to speak up and when to listen. You care about the project team and find ways to enable them to do their best. You are constantly measuring project health and team effectiveness. When implementations get tricky, you have mitigation strategies at the ready and work diligently with all parties towards resolution. Escalation management isn’t a bad thing in your book because you’re a realist and have the confidence in your skill set to manage through challenges.

 If you’re a highly motivated, hands-on project manager who is passionate about helping create a premium customer experience and building a business, we want to talk to you.

Responsibilities may include

As the project’s leader, drive the companies implementation projects forward to a successful Go Live

Establish a trusted relationship with the companies customers, partners and project team

Manage multiple, fast-paced customer implementations of various sizes

Exercise project control to efficiently task and manage internal and external teams, contain scope and execute change orders as necessary

Identify and mitigate risks to the implementation

Guide customers through the implementation process using our project methodology

Manage project budgets, health, and report project metrics

Facilitate recurring project team meetings and steering team meetings

Craft effective communications for executive level consumption

Contribute to the evolution of the companies project methodology and tool set and make suggestions for improvement

Senior Consultant 04/11/22

Our client, who has partnered with some of the largest companies in the world is looking for a Senior Consultant. In this role, you will work as a senior member of a consulting team on Salesforce.com assessments, implementations, enhancements, or integration projects. The Senior Consultant works on problems of diverse scope where analysis of business processes, data and best practices intersect. Exercises judgment on methods and techniques for obtaining solutions within generally defined practices and policies. Expected to assume project management tasks on small to mid size engagements. When not actively involved in client activities, the Senior Consultant will engage in internal training, sales support activities or internal development projects.

Performance Criteria

Financial Results - 35%

Interacts with all functional disciplines within company, to achieve the completion of work packages within constraints of time, cost, performance and functionality

Responsible for providing Sales support, technical scoping and proposal generation

Responsible for delivering high quality projects to clients, on time.

Consistently on time with completion of tasks and deliverables

· Completes thorough, clear and timely documentation of solution requirements

Customer Satisfaction – 35%

· Strong knowledge of Salesforce or one or more 3rd party complimentary tools

· Assists Solution or Technical Architect to gather information in order to obtain data required for solution design and implementation

· Promotes and encourages the use of standard product solution by creatively recommending work-arounds and business process changes

· Provides leadership in the building of client solutions through the configurations, workflows, processes, test plans, data migrations, training materials and analytics

· Provides written documentation including review of findings, functional and technical specs using clear precise language

· Defines content, organization and flow of project or sub project deliverables or proposals with moderate supervision

· Provides industry knowledge in relation to business requirements (current and anticipated), critical success factors and key performance indicators.

· Proactively identifies and escalates issues that may impact deliverables and/or timelines

· Creatively solves business problems through knowledge of all areas of the Salesforce.com platform

Practice Development – 15%

· Supports practice development efforts through contribution of intellectual capital, recruiting and employee mentoring development

Supports recruitment and selection process by screening resumes, conducting interviews and participating in case studies.

Ensures that case studies and surveys are carried out on designated projects.

Ensures compliance with internal and external company policies and procedures

On time submission of time and travel and expense reports

Compliance with company procedures relating to travel and expenses

Compliance with SFDC certification requirements and maintenance

Develops best practices through applying expertise and knowledge of a range of industries, products and implementations

Teamwork, Learning – 15%

Actively coaches and transfers knowledge and skills to consultants and customers.

Expands skill sets to increase opportunity for bill-ability –

Additional 3rd party software applications

Business Knowledge

Project/Practice management skills

Provides input to annual performance reviews in line with the company processes,

Other duties as directed by manager

Reports to – Director of Client Services

Salesforce Developer 03/28/22

Our client, who has won multiple awards in the investment field, is looking to hire a Salesforce Administrator working with a Sales Technology team to manage a Sales Cloud environment which is integrated to multiple upstream and downstream systems. The position entails:

  • 25% Salesforce platform Administration
  • 65% Code development and deployment
  • 10% Data management

    Essential Duties and Responsibilities:

    Includes the following, but are not limited to:

  • Security model and new user provisioning
  • Software engineering skills with Force.com Platform (Apex, VisualForce, SOQL, Unit Testing)
  • Demonstrated experience and knowledge of relational databases, data modeling, and ETL tools
  • Experience with web services (REST & SOAP, JSON & XML, etc.)
  • Data management
    • Ad hoc data load request
    • Execute scheduled data maintenance
  • Environment management (Full, Partial and Dev. sandboxes)
  • Management and deployment of configuration change sets
  • Maintenance of user interface enhancement tools
  • Manage the deployment of other third-party applications (i.e. DST/SS&C SalesConnect)
  • Develop and manage dashboards and reports in Salesforce
  • Deploy changes and release notes to the Salesforce community
  • Become familiar with ApexandVisualforce and how it is used within the organization

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

    Supervisory Responsibilities: This job has no supervisory responsibilities.

Salesforce Application Architect 03/24/22

Our client, who works with the world’s top business schools, are looking for an exceptional Salesforce Application Architect to both lead and serve our enterprise architecture, business application design, and data governance implementation for global operations teams. This is a hands-on, high visibility role, closely collaborating with business leaders across Revenue Operations, Marketing, Account Management, Client Success, Finance, Legal, and Program Operations to continuously improve our problem-solving capabilities.

In this role you will:

  • Lead business analysis and align process and technology to business outcomes by developing strong relationships and deep understanding of strategy and objectives
  • Own the design and documentation of Salesforce and integrated systems for Sales Cloud, Service Cloud, and Salesforce Platform solutions
  • Groom and refine the Salesforce product roadmap and kanban
  • Lead and contribute to an experienced team of Salesforce developers, analysts, and vendors to deliver projects on time and on budget
  • Act as change control manager, orchestrate QA and acceptance testing, and approve deployment plans
  • Collaborate with product and enterprise architects to integrate Salesforce data in business controls and customer-facing applications

Marketing Cloud Consultant 03/24/22

Our client who was awarded the Great Place to Work certification for the fifth year in a row is looking for someone to assist with their Marketing team that has pardot experience, can identify leads and sources of revenue, help create a pipeline, and end-to-end visibility.

Salesforce Administrator 03/24/22

Our client, one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, are currently seeking qualified candidates to join their team as a Salesforce Administrator.  The candidate will work as part of a team responsible for management, customization, and development of the firm’s Salesforce platform in alignment with business needs. The candidate will join a highly talented team of wealth management and client service professional responsible for delivering superior service to sophisticated, high net worth individuals and large complex institutions.

  • Contribute to projects delivering on a variety of Salesforce implementation, migration, and development efforts
  • Build out and implementation of platform changes to support business needs while minimizing operational impact to users
  • Partner with internal teams to analyze current process and suggest improvements to capitalize on the full features of the Salesforce Platform
  • Perform regular maintenance for security and data integrity, including license management, user permission analysis, data import and export, and system management in response to user role and profile updates
  • Provide support to suggest changes to internal business processes and assistance to the Operations team with regard to system and process documentation
  • Monitor and develop data integration tools to provide support for business process across internal platforms (Tamarac Reporting, eMoney, Hubspot)
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Sr. Director (Product Manager) 03/24/22

With a focus on customer support and services capabilities, the Product Manager is a big-picture thinking and in-depth problem solver with a vision for what needs to be built and maintained in order to create amazing customer experiences and maximize service delivery for external customer interactions and over 4000 internal users globally. The Product Manager will be accountable for multiple products and applications with a deep understanding the product’s users, the marketplace, competition, technology, with SFDC at the core, and makes strategic design and technology decisions to position the company for success. Leading a team of 8-10 product owners (Directors/Sr. Managers) and sr. business analysts, this leader will work in close partnership with other customer management lifecycle product leaders, IT delivery leads, Solution Architects and senior business stakeholders to build a capability based roadmap that ensures the company achieves it’s overarching objectives and key results.


• Partnering with business leaders and IT to identify and agree on priorities to support business objectives and maximize value of technology investments

• Accountable for creating the product roadmap(s) with associated business case funding requests to support Customer Support and Engagement (portals) and Professional Services teams and end users 

• Lead a team of 8-10 professionals and be accountable for product owners and their deliverables, reviewing deliverables to ensure they align with overarching roadmap and goals; before they are prioritized for development.

• Build an efficient and effective Product Management team linking the end to end to customer journey and lifecycle

• Support the design and transition to more robust and disciplined delivery model to enable new business capabilities through technology on an iterative and continuous basis.

• Bring innovative ideas and share continuous recommendations with executive leadership on the rolling roadmap and review/pivot as needed each PI for feature refinement

• Prioritizing and outlining descriptions and success criteria (including business value) for features in advance to PI planning

• Reviewing Product Owner business case cost benefit calculations (business value) and signing off on their viability and accuracy

• Content authority of the Program Backlog; define and (re)prioritize features

• Participate and lead where necessary, all PI Planning events, including Post & Pre events

• Ensure legal and compliance requirements to the product are met

• Engage with technology providers to ensure expert understand of applications, maximization of investments as well as bring new and innovative ideas to achieve objectives. 

Salesforce Admin 03/24/22

Our client, a leader in Wi-Fi and cellular networks, is seeking a passionate Salesforce Admin to work with the Business Systems team on developing apps for Salesforce. You will work with analysts to execute on business requirements and build solutions in conjunction with other analysts and our engineering department.

What’s the gist of the job?

  • Administer Sales & Service Clouds, Force.com App Cloud, Marketing Cloud, Pardot and Quip
  • Provide support and help troubleshoot Salesforce issues
  • Work with users to gather requirements and optimize user experience on Salesforce
  • Understand business process and translate into technical solutions that are designed responsibly to scale with the organization
  • Develop and apply advanced Salesforce functionality to solve business problems and create customized solutions on the Force.com platform
  • Quality-check new features and gather user feedback for usability improvements
  • Document new and old features/processes/etc. (Technical documentation, Understanding-based documentation)
  • Stay up-to-date with the latest and greatest from Salesforce
  • Proactively review and identify potential issues/considerations with new releases, app packages, etc.

Senior Salesforce Developer 03/24/22

Our client, the nation’s premier lender for real estate investors and recognized by the Inc.5000 as one of America’s fastest growing companies, is looking for an innovative, creative, and energetic Senior Salesforce Developer whose interest in technology is complemented by curiosity and enthusiasm for our customers. Successful candidates must build and maintain strong relationships with their business partners while developing solutions. The ideal candidate has a solid understanding of sales and marketing processes and has all Salesforce related technical skills at their disposal. We're looking for that person that genuinely wants to "own" Salesforce solutions at our organization. This position is remote, but we'll need you in the office monthly. It's a plus if you have a strong track record of previous remote experience. What you’ll be doing:

• Owns custom development solutions within Salesforce and works with the broader engineering team on solution design with Salesforce integrations

• Integrate and maintain data feeds into Salesforce from other key lending, servicing, and/or telephony and other platforms

• Leads Salesforce administrators

• Design & develop custom visual force pages as required.

• Research, advise, integrate and manage any plug-ins to enhance Salesforce functionality.

• Proficient at configuring the Salesforce platform; deep functional understanding of its architecture, capabilities, and limitations; Salesforce certifications a plus.

• Understand and live in the business, working hand in hand with sales and marketing teams to analyze the performance of the business and recommend improvements to campaigns, business processes, etc.

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