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Consultant, Salesforce (Functional)

ERM
Full-time
On-site
Mexico City, Mexico

1.KEY RESPONSIBILITIES

CONSULTING & COMMUINCATION SKILLS

  • Manage the timely delivery of projects through developing project plans and monitoring progress against them

  • Effectively communicate status updates to the stakeholders regarding progress

  • Meet and engage with clients and get an understanding of their existing processes, business needs, challenges, and objectives

  • Conduct discovery meetings to gather requirements and understand client sustainability processes.

  • Determine and document client requirements for new solutions

  • Provide guidance to clients on best practices

  • Contribute to the design of solutions, including adherence to best practices

  • Demonstrate high understanding of potential functional design issues by suggesting alternatives and providing recommendations

  • Conduct workshops and interviews to gather requirements for Salesforce implementations or enhancements

  • Deliver systems training to clients and internal teams.

  • Maintain a chargeability level with billable hours to external clients.

  • Travel as required based on client needs.

Business Development/Leadership/Strategy

  • Assist with the development and delivery of proposals, demonstrations and presentations for new client opportunities

  • Build relationships with existing clients and use your understanding of their business to identify further opportunities for consulting

  • Contribute to the teams’ process improvements initiatives and strategy

Technical/Configuration/Client Support

  • Lead and support Salesforce Net Zero Cloud implementations, including configuration, customization, and integration.

  • Design and deliver scalable solutions using Salesforce declarative tools

  • Oversee Configuration of Salesforce to align with client needs, including the set up objects, fields, workflows, process automations and other features. Additionally, developing custom solutions using declarative tools such as Flow and other development tools when necessary

  • Ensure the Creation and maintenance of documentation for solutions, including requirements documents, design specifications, user guides, and training materials

  • Oversee testing of Salesforce configurations, customizations, and integrations to ensure quality and reliability

  • Identify risks and mitigation strategies, supporting change management efforts.

2.REQUIRED QUALIFICATIONS

  • Bachelor’s or advanced degree in Computer Science, Engineering, Business Systems, or a related technical field or equivalent experience.

  • Salesforce Admin certifications

  • 3-6 years of experience with Salesforce and multiple end-to-end implementations.

  • Knowledge of software development lifecycle, and key Salesforce development tools and technologies

  • Deep understanding of Salesforce object model, metadata, configuration, and permissions.

  • Experience with Salesforce UI, Flow, and frontends.

  • Familiarity with security and user permission models in multi-org settings.

  • Ability to work across roles and teams, can work independently in the presence of ambiguity, ability to communicate, comfort speaking in front of clients

  • Manage competing deadlines, multiple projects simultaneously and conflicting priorities

  • Fluency in English and Spanish (oral and written) is required.

3.PREFERRED SKILLS

  • Salesforce certifications

  • Hands-on experience with Salesforce Net Zero Cloud.

  • Strong API design and system architecture experience.

  • Experience with using enterprise development practices (CI/CD, source control, release management).

  • Familiarity with Agile/Scrum methodologies.

  • Experience in consulting or client-facing roles.

  • Strong communication, problem-solving, and relationship-building skills.

  • Design and deliver systems training sessions for clients and internal stakeholders, ensuring effective adoption and knowledge transfer.

4.WHAT WE OFFER

  • Competitive salary and benefits package.

  • Hybrid work environment with flexibility.

  • Opportunities for professional development and Salesforce certification.

  • A collaborative, innovative, and mission-driven team culture.

5.HOW TO APPLY

Please submit your resume and a brief cover letter outlining your experience and interest in the role to [insert application email or link]. Applications will be reviewed on a rolling basis.

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