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Salesforce Managed Services Analyst

USA · Full-time

About The Position

As a member of the Salesforce Managed Services team at AllCloud, the Sr. Managed Services Consultant will be responsible for providing post-implementation support to our client’s Salesorce solutions. You are passionate about collaborating with clients to define and deliver a Salesforce roadmap that maximizes their investment and yields business value, as well as developing trusting relationships. You should be proficient at engaging with clients to gather the most pertinent information, be capable of explaining difficult concepts in business terms, have the ability to solve problems quickly and efficiently, and be able to configure the Salesforce platform utilizing best practices. The ideal candidate should possess an intense passion for ensuring that our customers enjoy lifetime success. 


** Work breakdown is 20% Project Management, 40% Analysis, 40% Technical (drawing on technical and/or CRM product knowledge in advanced configurations of the application)

Summary of Key Responsibilities

  • Exercise strong leadership skills, combined with strong business acumen and in-depth analytical skills to deliver desired business value and outcomes for our clients
  • Facilitate business process review workshops and perform a detailed analysis of client business requirements
  • Document a release roadmap tied to business value
  • Responsible for the evaluation and breakdown of business requirements into user stories with level of effort, pros / cons, best practices and recommended approach
  • Responsible for the documentation of user stories including acceptance criteria, assumptions & constraints, size, priority, and recommended solution
  • Create project deliverables such as business requirements, solution design, functional specifications, and report of findings
  • Responsible for managing the feedback loop for completed user stories through build
  • Configure Salesforce using declarative functionality and framework
  • Migrate data from customer legacy systems using Salesforce data migration tools
  • Responsible for managing and leading User Acceptance Testing including the strategy, implementation, reporting, and management of the end-user testing
  • Develop a training curriculum and deliver end-user training
  • Work collaboratively with onshore/offshore development team members and project managers
  • Be very proactive and responsible to drive business discussions
  • Manage conflict to successful, productive resolution
  • Guide, communicate, document and implement strategies to effectively help our clients manage change
  • Establish and maintain trusted advisor relationships with client project stakeholders by providing vision and future product road mapping
  • Ensure client satisfaction

Summary of Experience

  • 2+ years as a Salesforce Business Analyst or Salesforce Configurator
  • 2+ years of platform- or solution-architecture experience 
  • Excellent knowledge of Salesforce: Salesforce Platform / Sales Cloud / Service Cloud / CPQ, Marketing Cloud, advanced configuration, security/permissions management, data migration, data model


  • Familiar with Apex & Visualforce/Lightning Components design considerations.
  • Experience in Agile project methodology, documentation, and software/tools (JIRA preferred) including backlog management, user story & acceptance criteria, sprint planning, etc.
  • Strong aptitude for prioritization and multitasking in a deadline-driven environment


  • Agile Certifications, preferred
  • Salesforce Administrator, required
  • Salesforce Advanced Administrator, required
  • Salesforce Platform App Builder, preferred
  • Salesforce Sales Cloud Consultant, preferred
  • Salesforce Service Cloud Consultant, preferred
  • CPQ Specialist, preferred

AllCloud is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, provincial, or local law.

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