Sr. Salesforce Consultant

Overview

Zennify is looking for a Sr. Consultant to join our team! You will work alongside project team members to ensure requirements, user stories and testing meet client and team expectations. You will help support and lead client discovery, client demos and other client and team interactions. Your main tasks will include performing detailed requirements analysis, documenting processes, writing user stories and test criteria, and supporting test and training execution. You will work closely with all team members, acting as a coach and mentor to more junior resources. The ideal candidate should possess BA experience as well as a passion for problem-solving, details and analysis to help teams and clients succeed.

Primary Responsibilities 

• Coordinate, lead, & facilitate client discovery, workshops & refinement sessions to generate & clarify requirements
• Complete Train the Trainer & Functional Knowledge Transfer activities
• Participate in project teams to support the execution of all project implementation phases including project planning, requirements gathering, solution design, development, system and user testing, deployment, training and post go live support
• Effectively translate customer requirements, both functional and technical, into well-organized, documented user stories for team development, including acceptance criteria and design considerations
• Demonstrated experience in using Jira for project management, task tracking, and collaboration within an agile or software development environment
• Effectively translate and communicate customer user stories to other project team participants in order to support team implementation activities
• Facilitate meetings with senior team members, both internally and client facing to ensure detailed requirements and best practices are fully discussed, understood and documented
• Create business process flows, use cases, user stories and acceptance criteria
• Support, prep and lead sprint demos to showcase build activities to the client and facilitate feedback discussions
• Builds, organizes, grooms and maintains the project backlog, ensuring the backlog is prioritized and aligned to project and team objectives
• Work closely with senior team members to ensure deliverables meet requirements; create and maintain documentation as required
• Support team with testing execution against user stories and test plans against all phases of an engagement, including test scenario execution, testing results documentation and defect tracking and resolution 
• Create project documentation as required
• Manage UAT processes with client & team members
• Ability to perform & troubleshoot configuration in permissions, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards & reports, user permissions & other Salesforce components as related to configuration
• Understand & troubleshoot Salesforce flows 
• Engage in issue resolution by supporting team members to resolve complex defects or build needs to meet requirements
• Work with a team to solve highly complex system and business process problems 
• Mentor and coach team members to ensure outcomes are met
• Produce on-time, quality project deliverables 
• Contribute to a collaborative team environment through internal knowledge sharing and skill development 
• Ability to engage in multi-cloud, multi-phase, complex engagements for commercial and enterprise level strategic clients
• Support training efforts and document for project deployment 

Required Qualifications

• 2+Salesforce partner certifications (i.e. sales, service, etc)
• 3+ years experience in a relationship based, customer facing role 
• 2+ years as a business analyst/consultant
• Proven success in contributing to and influencing others in a team-oriented environment 
• Strong, client-facing communication skills, both verbal and written 
• Aptitude for prioritization and multitasking in a deadline driven environment
• Experience with Agile project methodology including basics of backlog management, user story definition and components, acceptance criteria and sprint planning
• Understanding of all phases of the application development life cycle and understand the SDLC
• Understanding of cloud technologies and experience in projects on Salesforce platform, including but not limited to: Sales Cloud, Service Cloud, FSC, Experience Cloud, testing and testing methodologies, data models and data migration processes and technologies

• Familiarity with cloud based, enterprise level packaged applications

Qualities of the Ideal Candidate

• Thrives in a team-based, high energy and fast-paced environment.
• Service-oriented and innately driven to produce outstanding customer satisfaction and results.
• nCino experience is a huge plus!
• Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies. 
• Enjoys discovering, learning about and implementing new technologies
• Analytical and prone to logically and methodically work through problems
• Possess a sense of urgency with strong organizational and follow-up skills. 
• Ability to develop relationships with new people in a professional environment 
• A team player with a positive demeanor with good interpersonal skills with respect to internal and external interactions and relationships.
• The ability to work productively as a remote team member and willingness to travel as needed up to approximately 30% of the time.
• A desire to proactively contribute to, and enhance, team outputs
• Be a nerd. No, seriously, we are all a little nerdy here. If nerding out can both excite you and put you at ease, you’re in good company.

Pay Transparency

We believe that pay transparency helps to foster trust and open communication between employers and employees. It allows our team members to have a clear understanding of their earning potential and the expectations associated with their roles. We also believe that pay transparency promotes fairness, as everyone is compensated based on their experience and skills, regardless of factors such as gender, race, or ethnicity. We recognize that the skills and experience of our candidates may vary, and we are committed to compensating them accordingly. As such, we will evaluate each candidate's qualifications, experience, and performance to determine the appropriate compensation within the stated salary range. We hope that this transparent approach to compensation will provide our potential candidates with the information they need to make informed decisions about their career paths.

This is what we mean when we say we’re the Sum of Our Parts

We understand that everyone comes to the table with their own special histories, perspectives, opinions, backgrounds, and cultures. Here at Zennify, we believe that all of those distinctive individual aspects of our employees are precisely what makes Zennify a great place to work. We want to see you for who you are, so please bring your whole self to the interview process with us. In fact, here are some unique benefits that we offer as a direct result of our amazing employees:

Pawreavement & Pawternity Leave: Two days off of work if you bring a new furry friend home, and two days off of work if you have to say goodbye to one. We take our pets very seriously at Zennify, so it’s important to us to represent our entire family in the benefits we offer!

Unlimited PTO: Because we want you to be a human being first and an employee second!

We cannot wait to meet you!

About Us

Founded in 2013, Zennify is a Platinum Salesforce consulting partner focused in Financial Services, Health and Life Sciences, and other key industries that prioritize the customer experience. With consistently high Customer Satisfaction scores, we live to provide epic solutions that solve our customers’ challenges, and exceed expectations! Our commitment to People Development and Customer Success are the driving forces behind our firm.Our purpose is to provide opportunities for professionals to develop amazing careers that drive compelling business impact. We promote and grow from within, building on strengths and investing in development.Balancing industry-leading Salesforce technical expertise with clear purpose and line of sight to our client’s business objectives, we deliver innovative and contextual solutions that scale. Zennify’s mission is to be problem solvers and relationship builders, striving to create solutions, opportunities, and sustained success for our people, customers, community, and future generations. We aspire to be the most trusted, impactful, and inspirational advisor in the consulting ecosystem. As professionals, we put in the work and are committed to milestones, but at Zennify having fun and giving back are part of the journey. We offer a culture that inspires, a place people love coming to work and believe in open communication.  It’s all part of the Zenn!  

Our Values:  Inspire Passion, Embrace Equality, Be Authentic, Integrity Matters.

EEO Posting Statement

It is the policy of Zennify to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruiting, employment, placement, promotion, transfer, demotion, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity, or age limitations will be adhered to by the company where appropriate.