At OnPlan, we’re seeking a Salesforce Consultant to work closely with our Marketing, Ops, Sales and Customer Success teams.
About
OnPlan is the first strategic platform for financial planning and analysis that supercharges finance teams by enhancing cross-team collaboration and automating repetitive workflows. Targeted at SMB and mid-market companies, OnPlan is endorsed by finance professionals across industries and is growing rapidly.
Today, finance processes are largely manual, error prone and time consuming. By enhancing existing workflows through real time integrations and automations, OnPlan enables finance teams to focus on what matters. With OnPlan finance can move faster, collaborate better, and work more efficiently, driving the entire company forward.
At OnPlan, we’re seeking a Salesforce Consultant to work closely with our Marketing, Ops, Sales and Customer Success teams to drive the overall adoption, optimization, and implementation of Salesforce, as we transition away from HubSpot. Our ideal candidate will have at least 3 years experience with technical implementations of customer projects.
As the project lead for our transition to Salesforce, you will utilize your Salesforce expertise, applied commercial experience, problem-solving abilities, and creative flair to support, advise, design, build, and deliver, our Salesforce instance. This will require you to be involved in developing business requirements, specifications, process flows, application design, and configuration alongside testing and deployment.
As the project lead for our transition to Salesforce, you will utilize your Salesforce expertise, applied commercial experience, problem-solving abilities, and creative flair to support, advise, design, build, and deliver, our Salesforce instance. This will require you to be involved in developing business requirements, specifications, process flows, application design, and configuration alongside testing and deployment.
Objectives of this Role
Assess time required for scope of project from end to end
Design, operate, and integrate Salesforce systems to enable efficiencies in key areas of the business
Provide consulting and coaching around best practices in Salesforce administration and implementation to enhance user experience
Work on Salesforce automation to streamline processes
Manage multiple stakeholders’ engagements and work with associated team members to understand projects, facilitate business process analysis sessions, and develop technology solutions for these teams
Identify project issues/risks and present alternatives to alleviate or resolve them
Skills and Qualifications
At least 3 years of experience with technical implementations
Advanced experience with Salesforce.com configurations
A background in CRM process design and implementations
Experience integrating other software to Salesforce, such as HubSpot, Zoominfo, Outreach, ClickUp, InsightSquared and Gmail
Strong communication skills
Sound like the job for you?
Got what it takes to work with us? Great! Send us a link to your resumé or portfolio to become part of our talent pool.
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.