The role
This is a consulting role with an equal emphasis on technical delivery and strong client management. You will be the clients’ primary point of contact for the scope, requirements and Salesforce solution; taking overall accountability for individual projects, delivering client solutions using Salesforce and wider technology sets. You will be hands on both in terms of client engagement and technical implementation. You will operate across the project lifecycle from pre-sales & discovery through to development, testing, deployments and training.
Role Responsibilities:
1. Development of client solutions:
2. Owning and Managing engagement deliverables pertaining to all aspects of Salesforce
3. Technology.
4. Managing and leading discovery & design workshops to identify client requirements.
5. Designing and/or Reviewing of Salesforce solutions to meet client requirements.
6. Owning and managing the estimation of engagements in discovery, pre-build and in-build
7. phases.
8. Managing the build of Salesforce solutions using configuration.
9. Responsibility for the quality and timeliness of all build deliverables.
10. Ability to perform Customisation of Salesforce using Configuration, Apex and LEX/Aura.
11. Managing the delivery of Data migration & integration using data transfer/ETL tools.
12. Overseeing and/or leading End User Training and other user adoption activity.
13. Work in an agile culture and work in a high performance driven environment
14. Identify and maintain key client and stakeholder relationships.
15. Recommend new features and improvements to optimize and increase use of the client's
16. platform.
17. Provide technical specifications and help maintain overall documentation for the
18. business.
19. Adhere to and promote best practices, and design the guidelines.
Commercial:
20. Supporting Pre-sales during development of new business with new or existing clients
21. Producing proposals & working with Salesforce to present proposals
22. Review of proposals during the pre-sales process to ensure proposal accuracy
23. Working with the commercial team to ensure a smooth handover in to Delivery processes
24. Ability to work with engagement leadership to ensure accurate and achievable resourcing
25. planning
26. Ability to balance required engagement skills with commercial profitability
General
27. Maintain certification in selected salesforce products
28. Maintain and improve internal team skills, processes and ways of working.
29. Manage, mentor and coach other colleagues.
30. Participate in the PwC culture, practices and teams.
Certifications:
31. Salesforce Certified Administrator
32. Salesforce Certified Platform App Builder
33. Salesforce Certified Sales Cloud
34. Salesforce Certified Service Cloud
35. Salesforce Certified Community Cloud (desirable)
36. Certified Agile Practitioner (desirable)
37. Salesforce Accredited Financial Services Cloud (desirable)
38. Salesforce Certified Business Analyst (optional)
Required Skills:
39. Proven experience in full cycle software development with demonstrated achievements
40. and progressive responsibilities.
41. Advanced experience with Salesforce configurations
42. Background in CRM process design and implementation
43. Strong presentation and communication skills
44. Strong aptitude; logical and analytical ability
45. Optional Skills
46. Support change control best practices, including management of multiple
47. code/configuration streams, code/Configuration merging, and promoting changes to
48. production.
49. Industry specialist knowledge in Financial Services (Banking, Insurance or Wealth
50. Management)
51. Understanding of Enterprise Architecture and Mulesoft.
52. Experience with integrated packages e.g. AdobeSign,.DocuSign, CTI, Marketing Tools