Senior Consultant - CRM

Job Title

Senior Consultant - CRM

Job Scope

The Senior Consultant - CRM is responsible for supporting the design, configuration, implementation, and continuous enhancement of Salesforce solutions to meet business requirements. The role collaborates with stakeholders to optimize CRM processes, maintain system performance and data integrity, and support successful solution delivery and user adoption.

Main Duties and Responsibilities

• Administer, maintain, and enhance the Salesforce platform and its integrated applications;
• Gather and analyze business requirements and translate them into functional Salesforce solutions;
• Configure and customize Salesforce solutions using standard platform capabilities and approved customizations;
• Support the implementation of CRM enhancements, including solution configuration, testing, deployment, and post-implementation activities;
• Collaborate with business users, developers, and third-party vendors to deliver CRM solutions and resolve system issues;
• Develop and maintain reports, dashboards, workflows, approval processes, and data management activities to support business operations;
• Recommend system enhancements and best practices to improve platform performance, usability, security, and data quality;
• Prepare and maintain functional specifications, process documentation, user guides, and technical documentation;
• Support User Acceptance Testing (UAT), troubleshoot system issues, and coordinate defect resolution;
• Ensure compliance with Salesforce standards, security practices, and application support procedures;
• Provide user support, knowledge sharing, and training to promote effective use and adoption of Salesforce.

Position Requirements

Education

Bachelor’s degree in Management Information System or any other related field

Experience

At least 3 to 5 years of relevant experience