Source description
About the role
Translate business requirements into well-architected solutions that best leverage the Salesforce platform and product ecosystem
Provide sales opportunity support including product demos, sales discovery, and advice on estimates as requested.
Articulate and document the benefits and risks to a solution’s feasibility and functionality to clients and sales reps
Contribute solution expertise to RFI and RFP responses as assigned
Lead Solution Architecture and project solution vision in the Idealist Way
Lead discovery process with clients using Story Navigator to determine ERD, need for custom code, and application integrations
Plan sprints and support data mapping
Oversee UAT and contribute to test script documentation and bug fixes as needed
Develop and document user instructions and administrative maintenance requirements for use in our custom-coded Salesforce solutions for clients
Conduct project audits, architecture reviews, and provide cure recommendations as assigned
Advise on best practices and support service delivery quality and practice consistency through the creation of process templates, mentorship and knowledge sharing.
Stay up to date on third party applications and report on high level functionality, use case, and integration capacity
Follow and understand new Salesforce product and technical capabilities resulting from product releases and acquisitions, make recommendations for R&D
Some travel to meet with clients and participate in pre-sales engagements may be required
Maintain target utility 70%
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