Senior Technical Consultant, Salesforce

The Senior Technical Consultant, Salesforce at Ridgeline is responsible for leading the solutioning and enhancement of Salesforce customizations, ensuring they align with the company's goals. This includes collaborating with solution architects, optimizing CRM processes, managing technical implementations, and driving documentation efforts. You’ll also be mentoring junior team members, contributing to the Integration Library, and advocating for the company’s technology strategy.

For the Senior Technical Consultant, Salesforce position at Ridgeline, a minimum of 5 years of hands-on experience with the Salesforce platform is required. Candidates should be proficient in Salesforce declarative tools, have a strong understanding of security models, and possess experience with REST APIs and data migration tools. Strong communication skills and a track record of successful collaboration with cross-functional teams are also essential.

The Senior Technical Consultant, Salesforce plays a crucial role in driving successful customer onboarding at Ridgeline by leading technical design and implementing scalable Salesforce solutions. Their expertise in system integrations and optimization of CRM processes ensures that customers receive tailored solutions that meet their unique business needs, thereby facilitating smoother onboarding experiences.

The Senior Technical Consultant, Salesforce utilizes a variety of tools including Salesforce Data Loader for data management and migration, as well as project management tools such as JIRA and Confluence. Additionally, familiarity with cloud-based tools like Google Workspace and AWS is beneficial for successful collaboration and integration work at Ridgeline.

Ridgeline fosters a community-minded, people-first culture that prioritizes innovation and collaboration. Employees are encouraged to bring their best selves to work, and the company has been recognized for its workplace excellence. With a commitment to diversity, equal opportunity, and various employee benefits, including unlimited vacation and educational reimbursements, the environment is designed to inspire and empower team members.

When answering this question, draw on your practical experience using Salesforce declarative tools, such as Flow and Process Builder. Describe specific projects where you implemented these tools to automate processes or enhance functionality, emphasizing the impact these changes had on business outcomes.

Discuss your approach to requirement gathering. Talk about collaborating with stakeholders, conducting interviews, and utilizing user stories to ensure clarity and alignment. Provide examples of how you’ve adapted solutions based on stakeholder feedback during previous projects.

Choose a specific example that demonstrates your problem-solving skills. Detail the challenges you encountered, such as data discrepancies or technical barriers, and outline the strategies you employed to resolve them, highlighting teamwork and communication throughout the process.

Discuss your expertise with Salesforce Data Loader and tools you’ve used for data clean-up and mapping. Mention how you ensure data integrity and accuracy during the migration process, including testing and validation steps you follow.

Illustrate your organizational skills by discussing how you prioritize tasks based on deadlines, project scope, and business impact. Mention any tools or methodologies (like Agile or Kanban) you use to maintain focus and ensure timely delivery.

Explain your methods for mentoring, such as holding regular knowledge-sharing sessions, conducting one-on-one trainings, or providing guidance on specific projects. Highlight how this helps build team capability and collaboration.

Provide examples of projects where you successfully used REST APIs to integrate Salesforce with other applications. Discuss the key considerations you made regarding security and data flow between systems.

Mention resources you utilize, such as Salesforce Trailhead, community forums, webinars, and blogs. Talk about how you apply new knowledge to your work, enhance your skills, and contribute to team discussions about updates.

Discuss the various features of Salesforce that enhance customer experience, such as personalized communications, tracking customer interactions, and automating support requests. Provide insights on how effective utilization of these tools can lead to increased satisfaction and loyalty.

Express your enthusiasm for Ridgeline’s mission and culture, as well as your interest in being part of a team that is dedicated to revolutionizing the investment management industry. Highlight how your values align with the company's goals and how you believe you can contribute to their success.