Salesforce consultant

Salesforce consultant

Posted Today by Jobserve

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Negotiable
Undetermined
Remote
Remote
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Business Administration Business Process Change Management Constituent Relationship Management Customer Relationship Management (CRM) Software Dashboard Data Governance Datamodel Data Modeling Data Quality Device Tracking Software Digitisation Finance Key Performance Indicators (KPIs) Management Operational Reporting Prioritisation Product Management Raw Data Salesforce Software as a Service (SaaS) Stakeholder Management

Summary: The Salesforce Consultant role focuses on defining and standardizing operational reporting on Salesforce's CRM Analytics platform to enhance customer performance and commercial growth. The position involves collaborating with various business teams to gather requirements, manage backlogs, and ensure data governance. The consultant will also act as a liaison between business and technical teams, supporting change management and enabling a reporting-led performance culture. This role is fully remote and offers a long-term ownership opportunity in a dynamic environment.

Key Responsibilities:

  • Define and drive the multi-year roadmap for Salesforce CRM Analytics (CRMA).
  • Collaborate with Sales, Customer Service, and eB2B partners to gather reporting requirements and prioritize user stories.
  • Define data models, dashboard layouts, and KPI definitions in CRMA.
  • Identify and manage dependencies between CRMA and other program streams.
  • Act as the primary liaison between business and technical delivery teams.
  • Support change management and enablement activities for a reporting-led performance culture.
  • Contribute to technical and functional documentation as a subject matter expert.
  • Maintain visibility toward the Product Manager and Committee through decision logs and status updates.

Key Skills:

  • Master's degree in IT, Business Administration, Data Analytics, or a related field.
  • Product Owner certification or Salesforce Certifications.
  • 2 to 4 years of experience as a Product Owner, Business Analyst, or Analytics Lead in a Salesforce or SaaS environment.
  • Solid understanding of operational KPIs and business processes in Sales, Customer Service, and B2B/e-commerce.
  • Experience translating complex business requests into technical requirements and dashboard designs.
  • Familiarity with Agile/Scrum methodologies and managing backlogs.
  • Strong change management and communication skills.
  • Customer-centric mindset with a passion for turning data into actionable insights.

Salary (Rate): undetermined

City: undetermined

Country: undetermined

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: IT

Detailed Description From Employer:

project details/scope/overview

Client's MISSION IS TO TRANSFORM EACH CAT AND DOGS HEALTH AND WELL-BEING BY PUSHING THE LIMITS OF NUTRITION AND KNOWLEDGE IN PARTNERSHIP WITH PET PROFESSIONALS.

There is initiative blends transformative strategies with extensive digitization efforts, across Supply Chain, Finance, and Sales domains, positioning us at the forefront of industry evolution.

The CRMA Product Owner defines, builds, and standardizes operational reporting on Salesforce's CRM Analytics (CRMA) platform. This role exists to ensure that external customers and internal business teams (Sales and Customer Service) benefit from a single, unified source of truth. By designing online reporting capabilities that reflect operational realities, this role directly supports the improvement of customer performance and commercial growth.

key responsibilities

Product Vision & Strategy (CRMA): Define and drive the multi-year roadmap for Salesforce CRM Analytics (CRMA) across the EOS program streams, promoting the standardization of operational reporting and eliminating fragmented tracking.

Requirements Engineering & Backlog Management: Collaborate closely with Sales, Customer Service, and eB2B business partners to identify critical business questions, gather reporting requirements, and translate them into clear, prioritized user stories. Owns backlog prioritization end-to-end and aligns with the Product Manager on decisions with cross-stream or strategic impact.

Data Governance & KPI Standardization: Define data models, dashboard layouts, and KPI definitions in CRMA. Contribute to enforce robust governance to ensure high data quality, consistent calculations, and avoid dashboard duplication in collaboration with D&A and DT Team.

Cross-Stream Dependencies & Prioritization: Identify, track, and actively manage dependencies between CRMA and the other EOS program streams (Sales Console, Service Console, eB2B/Digital) or other systems dependencies (Datalake etc..). Flag conflicts of priority early, propose resolution options to the relevant stakeholders. Participate in cross-stream alignment forums as the single point of contact for all CRMA-related topics

Technical Delivery Alignment: Act as the primary liaison between the business and the technical delivery factory. Guide developers, testers, and data engineers during sprints to ensure high-quality build, rigorous testing, and smooth deployments.

Change Management & Enablement: Support a reporting-led performance culture by contributing to change and enablement activities led by the CM team. Provide subject matter expertise for training content, validate documentation accuracy, and participate in key adoption sessions to ensure insights are correctly translated into operational practice.

Long-Term Ownership & Sustainability: Contribute to technical and functional documentation as a subject matter expert, in coordination with stream leads and the delivery factory.

Visibility & PM Alignment: Maintain structured visibility toward the Product Manager and Committee through a consistent decision log, capturing key choices made, rationale, and business impact. Provide regular roadmap status updates in a format suitable for senior stakeholders.

key requirements

Master's degree in IT, Business Administration, Data Analytics, or a related field.

Preferred: Product Owner certification (eg, PSPO, CSPO) or Salesforce Certifications (eg, CRM Analytics and Einstein Discovery Consultant).

- 2 to 4 years of experience as a Product Owner, Business Analyst, or Analytics Lead within a Salesforce or broader SaaS delivery environment, with hands-on experience in Salesforce CRM Analytics (CRMA/Tableau CRM/Einstein Analytics).

- Solid understanding of operational KPIs and business processes within Sales, Customer Service, and B2B/e-commerce domains.

- Proven experience translating complex business/customer requests into structured technical requirements, data models, and intuitive dashboard designs.

- Familiarity with Agile/Scrum methodologies, managing backlogs, and collaborating with cross-functional technical teams.

- Strong change management and communication skills, with the ability to explain complex data relationships simply and build high adoption among non-technical users and external customers.

- A pragmatic, highly structured, and customer-centric mindset-passionate about turning raw data into actionable insights that drive business performance.

Start date: ASAP

Duration: 5 MONTHS+ EXT TO 1 YEAR+

100% remote

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