ERM logo

Consulting Associate, Salesforce (Technical)

ERM
Full-time
On-site
Mexico City, Mexico

1. KEY RESPONSIBILITIES

1.1 Consulting

  • Support project delivery by helping track timelines, updating project plans, and monitoring progress

  • Assist in preparing and sharing status updates with stakeholders and team members.

  • Participate in client meetings to learn about their current processes, business needs, and sustainability goals.

  • Help conduct discovery sessions to gather client requirements and document key findings.

  • Assist in documenting client needs and translating them into solution requirements.

  • Learn and share best practices with clients under the guidance of more senior consultants.

  • Contribute ideas to solution design discussions, focusing on usability and alignment with client goals.

  • Observe and support functional design conversations, offering suggestions when appropriate.

  • Help facilitate workshops and interviews to gather input for Salesforce implementations or enhancements.

  • Assist in delivering training sessions to clients and internal teams, with support from senior team members.

  • Be open to occasional travel based on project and client needs.

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

  • Travel as required based on client needs.

1.2 Business Development

  • Support the preparation of client proposals, presentations, and product demonstrations.

  • Help maintain relationships with existing clients by understanding their needs and identifying ways the team can support them.

  • Participate in team meetings and contribute ideas for improving internal processes and strategies.

1.3 Technical/Configuration

  • Assist in Salesforce Net Zero Cloud projects by helping with configuration, customization, and integration tasks under the guidance of senior team members.

  • Help design and deliver scalable solutions using Salesforce declarative tools and code where required

  • Help configure Salesforce features such as objects, fields, workflows, and automations to meet client requirements.

  • Integrate Salesforce with external systems using REST/SOAP APIs and middleware tools.

  • Support the creation and updating of documentation, including user guides, training materials, and technical specifications.

  • Help identify potential risks and support change management efforts during project delivery.

2.REQUIRED QUALIFICATIONS

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

  • 1–2 years of experience working with Salesforce, including participation in at least one full implementation cycle.

  • Familiarity with Salesforce Net Zero Cloud or a strong interest in sustainability-focused solutions.

  • Understanding of Salesforce object model, metadata, configuration, and user permissions.

  • Exposure to Salesforce declarative tools such as Flows, Process Builder, and Lightning App Builder.

  • Foundational knowledge of SOQL/SQL and data modeling concepts.

  • Ability to work with APIs, CI/CD tools, and version control systems

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

  • Strong interpersonal and communication skills; comfortable engaging with clients and presenting ideas.

  • Ability to work collaboratively across teams and take initiative in ambiguous situations.

  • Willingness to travel occasionally based on client needs.

3.PREFERRED SKILLS

  • Salesforce certifications

  • Strong API design experience.

  • Familiarity with Agile/Scrum methodologies.

  • Experience in consulting or client-facing roles.

  • Communication, problem-solving, and relationship-building skills.

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.

#L1-TM1

#Hybrid

Candidates may be invited to complete an online assessment as part of our recruitment process. All personal information will be handled confidentially and in compliance with data protection laws.