Dallas, TX, USA
22 days ago
Salesforce Consulting Senior
RemoteRemote

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

The Salesforce Consulting Senior is responsible for developing technical solutions that exceed client expectations, anticipate business needs and simplify processes. In addition to accurate technical development and innovative solution design, this position is responsible for leading client calls to discover requirements and review technical development, creating daily and weekly client touch points, client training and building custom reports.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

Build architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform
Build declarative components (Apps, Lightning Pages) in Salesforce Lightening
Create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
Configure the Nonprofit Success Pack (NPSP) objects, custom settings and account model
Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications. Install and configure proprietary applications as needed
Define appropriate data model and system architecture from business requirements for defined deliverables
Create comprehensive technical documentation appropriate for both engineering and clients. This includes documentation mapping detailed (field level) data flows
Create written recommendations, outlining multiple solution designs and considerations for each. Discuss data model considerations internally and with clients
Design mock ups of custom pages
Rapidly prototype solutions and integrate feedback to support iterative development cycles

Qualifications:

Bachelor’s degree or equivalent experience
Minimum 2 years relevant experience with Management or Technology Consulting experience preferred. Salesforce Administrator Certification (Admin 201) required
Proficiency in Salesforce Lightning and Salesforce Data Loader and/or DemandTools
Certified Salesforce Cloud Consultant and Certified Salesforce Advanced Administrator (Admin 301) preferred
Experience implementing databases and building custom applications on the salesforce platform
Experience building simple decision models from complex logic requirements
Proficiency in Microsoft Office (Word, PowerPoint, Outlook and SharePoint) with fluency in Excel and Google Sheets
Ability to travel as needed, approximately 5%

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

#LI-JR1

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

The Salesforce Consulting Senior is responsible for developing technical solutions that exceed client expectations, anticipate business needs and simplify processes. In addition to accurate technical development and innovative solution design, this position is responsible for leading client calls to discover requirements and review technical development, creating daily and weekly client touch points, client training and building custom reports.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

Build architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform
Build declarative components (Apps, Lightning Pages) in Salesforce Lightening
Create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
Configure the Nonprofit Success Pack (NPSP) objects, custom settings and account model
Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications. Install and configure proprietary applications as needed
Define appropriate data model and system architecture from business requirements for defined deliverables
Create comprehensive technical documentation appropriate for both engineering and clients. This includes documentation mapping detailed (field level) data flows
Create written recommendations, outlining multiple solution designs and considerations for each. Discuss data model considerations internally and with clients
Design mock ups of custom pages
Rapidly prototype solutions and integrate feedback to support iterative development cycles

Qualifications:

Bachelor’s degree or equivalent experience
Minimum 2 years relevant experience with Management or Technology Consulting experience preferred. Salesforce Administrator Certification (Admin 201) required
Proficiency in Salesforce Lightning and Salesforce Data Loader and/or DemandTools
Certified Salesforce Cloud Consultant and Certified Salesforce Advanced Administrator (Admin 301) preferred
Experience implementing databases and building custom applications on the salesforce platform
Experience building simple decision models from complex logic requirements
Proficiency in Microsoft Office (Word, PowerPoint, Outlook and SharePoint) with fluency in Excel and Google Sheets
Ability to travel as needed, approximately 5%

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

#LI-JR1

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