Salesforce Consultant

1 week ago

Bengaluru, India TRDFIN SUPPORT SERVICES PRIVATE LIMITED Full time

Required Qualifications :

- Mandatory Experience in financial services cloud.

- Bachelors or Masters degree in Computer Science, Information Technology or related field.

- 5+ years of experience in Salesforce ecosystem.

- Minimum 3+ years of experience with successful project delivery on the Salesforce platform as consultant.

- Proven expertise in Sales Cloud, Service Cloud, and Marketing Cloud.

- Strong understanding of Salesforce data model, sharing rules, roles, and profiles.

- Experience with Salesforce Flow, Process Builder, and Apex is a plus.

- Proficient in Marketing Cloud tools like Journey Builder, Email Studio, and Automation Studio.

- Excellent communication and stakeholder management (Good to have) :


Salesforce certifications preferred (e.g., Salesforce Administrator, Service Cloud Consultant, Marketing Cloud Email Specialist, Platform Developer I).


We are seeking an experienced Salesforce Consultant with strong hands-on expertise across Sales Cloud, Service Cloud, and Marketing Cloud. This role will be responsible for understanding business needs, designing Salesforce-based solutions, and supporting the implementation and optimization of Salesforce features to drive customer and business success. The ideal candidate has deep platform knowledge, stakeholder management skills, and hands-on experience in configuration and automation tools within Responsibilities :


- Collaborate with business stakeholders to gather requirements and translate them into scalable Salesforce solutions across Sales Cloud, Service Cloud, and Marketing Cloud.

- Configure and customize the Salesforce platform, including objects, fields, page layouts, record types, workflows, flows, validation rules, and more.

- Implement Marketing Cloud solutions using tools such as Journey Builder, Email Studio, Automation Studio, and segmentation.

- Optimize business processes and customer journeys through automation tools like Salesforce Flow, Process Builder, and workflow rules.

- Ensure proper setup of roles, profiles, sharing rules, and permission sets in line with security and access control requirements.

- Support data integration, data migration, and sync between Salesforce and third-party applications.

- Troubleshoot and resolve issues related to Salesforce configurations, user access, or data integrity.

- Monitor platform performance and usage, provide ongoing support, and recommend enhancements based on best practices.


(ref:hirist.tech)

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