Senior Business Consultant - Sales/Service Cloud at Perficient

Job description

We currently have a career opportunity for an Senior Business Consultant to join our team, this position is remote. JOB DESCRIPTION We have an opportunity for a Salesforce Senior Business Consultant with expertise in Sales Cloud and Service Cloud. This role can be located anywhere in the United States. You'll get the best of both worlds: the energy and impact of a boutique team with a booming practice, backed by the scale, clients, and career pathways of a global digital consultancy. Perficient is the global AI-first consultancy. We empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what’s possible - while building a career filled with growth, balance, and purpose. REQUIREMENTS • Minimum 2 years experience administering or consulting on the Salesforce platform, with hands-on configuration across Sales Cloud and Service Cloud (flows, approvals, assignment rules, case and opportunity configuration, routing and queues, declarative automation, reporting, user lifecycle management) • Active Salesforce Administrator certification required at minimum • Capable of completing at least 80% of declarative build work Items or assigned work without detailed solution notes, including installing common AppExchange packages, and can execute Solution Architect designs with minimal oversight • Comfortable as a client-facing point person for portions of workshops, requirements sessions, demos, testing, and training, keeping stakeholders aligned and raising risks early • Understands the SOW and can identify risks such as scope creep or unclear requirements, partnering with PMs to propose next steps before issues escalate • Ability to work with clients to proactively identify enhancements and include in a backlog • Basic experience with data migration or transformation tools (e.g., Copado, data loaders) to support deployment and release processes • Understands the purpose of each deliverable, knows where templates live, and can drive documentation creation with minimal guidance • Resourceful problem solver who owns assigned work, seeks guidance appropriately, and delivers predictable quality with minimal oversight • Actively uses AI tools such as Claude to speed up delivery work, including documentation, testing, and requirements synthesis • Ability to mentor junior consultants, including QA on their first iterations of deliverables • Excellent oral and written communication skills, with the ability to take a leadership role when necessary • Build trusted client relationships through proactive account management and effective project delivery. • Establishes knowledge of client business challenges and priorities to translate into opportunities. • Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner. • Helps deliver presentations to clients and management teams. • Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards. • Translate client’s business needs into detailed business requirements documents, use cases and systems interaction diagrams. • Works with customers to establish approved wireframes and mock-ups for solutions. • Assists project team to establish high, mid, and micro level plans for project team. • Helps to establish critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria. • Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met • Helps establish project test strategy, methodologies, test plans as well as assist with test execution. • Instills team commitment to company delivery methodologies and practices. REQUIREMENTS • Minimum 2 years experience administering or consulting on the Salesforce platform, with hands-on configuration across Sales Cloud and Service Cloud (flows, approvals, assignment rules, case and opportunity configuration, routing and queues, declarative automation, reporting, user lifecycle management) • Active Salesforce Administrator certification required at minimum • Capable of completing at least 80% of declarative build work Items or assigned work without detailed solution notes, including installing common AppExchange packages, and can execute Solution Architect designs with minimal oversight • Comfortable as a client-facing point person for portions of workshops, requirements sessions, demos, testing, and training, keeping stakeholders aligned and raising risks early • Understands the SOW and can identify risks such as scope creep or unclear requirements, partnering with PMs to propose next steps before issues escalate • Ability to work with clients to proactively identify enhancements and include in a backlog • Basic experience with data migration or transformation tools (e.g., Copado, data loaders) to support deployment and release processes • Understands the purpose of each deliverable, knows where templates live, and can drive documentation creation with minimal guidance • Resourceful problem solver who owns assigned work, seeks guidance appropriately, and delivers predictable quality with minimal oversight • Actively uses AI tools such as Claude to speed up delivery work, including documentation, testing, and requirements synthesis • Ability to mentor junior consultants, including QA on their first iterations of deliverables • Excellent oral and written communication skills, with the ability to take a leadership role when necessary PREFERRED QUALIFICATIONS INCLUDE • Salesforce Sales Cloud Consultant and/or Service Cloud Consultant certification • Exposure to Experience Cloud (portals, sharing models, customer or partner communities) is a plus • Familiarity with Omni-Channel, Knowledge, SLAs, or AgentForce is a plus as the service platform continues to evolve. SC Voice for Call Center & SMS Features a plus. • Exposure to Data Cloud or AI-assisted service capabilities is a plus • Experience with additional clouds (Marketing Cloud, Revenue Cloud) is a plus • Technical background (developer exposure, integrations, or platform architecture) is a plus Preferred skills and education: • Degree in Computer Science or Engineering • Strong understanding of complex Internet based enterprise level applications Perficient full-time employees receive complete and competitive benefits. We offer a collaborative work environment, competitive compensation, generous work/life opportunities and an outstanding benefits package that includes paid time off plus holidays. In addition, all colleagues are eligible for a number of rewards and recognition programs including billable bonus opportunities. Encouraging a healthy work/life balance and providing our colleagues great benefits are just part of what makes Perficient a great place to work. WHO WE ARE Perficient is a leading global digital consultancy. We imagine, create, engineer, and run digital transformation solutions that help our clients exceed customers’ expectations, outpace competition, and grow their business. With unparalleled strategy, creative, and technology capabilities, our colleagues bring big thinking and innovative ideas, along with a practical approach to help our clients – the world’s largest enterprises and biggest brands succeed. WHAT WE BELIEVE At Perficient, we promise to challenge, champion, and celebrate our people. You will experience a unique and collaborative culture that values every voice. Join our team, and you’ll become part of something truly special. We believe in developing a workforce that is as diverse and inclusive as the clients we work with. We’re committed to actively listening, learning, and acting to further advance our organization, our communities, and our future leaders… and we’re not done yet. Perficient, Inc. proudly provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. Perficient, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Perficient, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability, or covered veterans. Improper interference with the ability of Perficient, Inc. employees to perform their expected job duties is absolutely not tolerated. Disability Accommodations: Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us. Applications will be accepted until the position is filled or the posting is removed. The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $57,798- $131,640. Please note that the salary range posted reflects the base salary only and does not include benefits or any potential variable compensation programs. Information regarding the benefits available for this position are in our benefits overview . Disclaimer: The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time. #LI-KD2 We have an opportunity for a Salesforce Senior Business Consultant with expertise in Sales Cloud and Service Cloud. This role can be located anywhere in the United States. You'll get the best of both worlds: the energy and impact of a boutique team with a booming practice, backed by the scale, clients, and career pathways of a global digital consultancy.

Requirements

Must-haves

We currently have a career opportunity for an Senior Business Consultant to join our team, this position is remote.
Active Salesforce Administrator certification required at minimum
Comfortable as a client-facing point person for portions of workshops, requirements sessions, demos, testing, and training, keeping stakeholders aligned and raising risks early
Understands the SOW and can identify risks such as scope creep or unclear requirements, partnering with PMs to propose next steps before issues escalate
Ability to work with clients to proactively identify enhancements and include in a backlog
Basic experience with data migration or transformation tools (e.g., Copado, data loaders) to support deployment and release processes
Understands the purpose of each deliverable, knows where templates live, and can drive documentation creation with minimal guidance
Resourceful problem solver who owns assigned work, seeks guidance appropriately, and delivers predictable quality with minimal oversight
Actively uses AI tools such as Claude to speed up delivery work, including documentation, testing, and requirements synthesis
Ability to mentor junior consultants, including QA on their first iterations of deliverables
Excellent oral and written communication skills, with the ability to take a leadership role when necessary
Build trusted client relationships through proactive account management and effective project delivery.
Establishes knowledge of client business challenges and priorities to translate into opportunities.
Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner.
Helps deliver presentations to clients and management teams.
Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards.
Translate client’s business needs into detailed business requirements documents, use cases and systems interaction diagrams.
Works with customers to establish approved wireframes and mock-ups for solutions.
Assists project team to establish high, mid, and micro level plans for project team.

Nice-to-haves

Exposure to Experience Cloud (portals, sharing models, customer or partner communities) is a plus
Familiarity with Omni-Channel, Knowledge, SLAs, or AgentForce is a plus as the service platform continues to evolve. SC Voice for Call Center & SMS Features a plus.
Exposure to Data Cloud or AI-assisted service capabilities is a plus
Experience with additional clouds (Marketing Cloud, Revenue Cloud) is a plus
Technical background (developer exposure, integrations, or platform architecture) is a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: oracle-cloud
Effort: medium

Benefits

Benefits detected in the listing.

Paid Time Off