Salesforce Consultant

Summary

CrossCountry Consulting is an advisory firm providing accounting and risk, technology-enabled transformation, and transaction solutions. The Salesforce Consultant will support Salesforce business processes, systems, administration, configuration, managed services, troubleshooting, and AI-enabled client solutions for private-sector clients.

Responsibilities

• Leverage a strong understanding of Salesforce multi-cloud capabilities
• Play an active role in configuring the solution and supporting the development team for a variety of client needs
• Perform ongoing Salesforce administration tasks, including user management, security configuration, and data management
• Implement and maintain customizations and enhancements per client requirements
• Proactively monitor Salesforce instances for health and performance issues and take necessary action to ensure optimal system performance
• Identify and troubleshoot issues, and provide timely resolution and escalation when needed
• Work with our clients and all stakeholders to build clear use cases
• Perform rapid analysis and decomposition of complex business information, recommend leading practices, and present associated technical process components
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

Skills

• - 1–4 years of professional consulting experience, with a proven track record of managing multiple client tickets simultaneously without sacrificing strict attention to detail
• - 1+ years of hands-on Salesforce configuration experience (e.g., creating fields, page layouts, workflows, or flows)
• - Strong analytical skills, proficiency in Microsoft Excel, and strong written and verbal English communication skills
• - A proactive self-starter who can work seamlessly both independently and collaboratively within a dynamic team environment
• - Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• - Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
• - Salesforce Certified Administrator
• - Bachelor's degree or equivalent experience in a technical field
• - Experience in consulting is required

Qualifications

Must Haves

• - 1–4 years of professional consulting experience, with a proven track record of managing multiple client tickets simultaneously without sacrificing strict attention to detail
• - 1+ years of hands-on Salesforce configuration experience (e.g., creating fields, page layouts, workflows, or flows)
• - Strong analytical skills, proficiency in Microsoft Excel, and strong written and verbal English communication skills
• - A proactive self-starter who can work seamlessly both independently and collaboratively within a dynamic team environment
• - Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• - Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
• - Salesforce Certified Administrator
• - Bachelor's degree or equivalent experience in a technical field
• - Experience in consulting is required

Benefits

• Annual bonus
• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs