Salesforce Consultant

Responsibilities

• Conduct requirements gathering sessions with customers to document needs, user stories, and design documents
• Create prototypes to demonstrate solutions to customers before development begins
• Lead demos of completed work and collect stakeholder feedback
• Assist during User Acceptance Testing (UAT) to ensure solutions meet expectations
• Train customers on new functionality to ensure successful system adoption
• Assist with data imports and migrations

Requirements

• 3-5 years of hands-on Salesforce implementation experience
• Experience working across multiple different Salesforce environments
• Background working for boutique agencies managing multiple simultaneous projects
• Strong technical understanding (Admin, Developer, or Consultant background)
• Proven client-facing experience leading virtual meetings and building rapport
• Ability to create technical documentation including user stories, data models, and flow diagrams
• Ability to maintain daily overlap with US Eastern Time

Preferred Qualifications

• Experience in the insurance or financial services industry
• Previous technical experience with other software products (CRMs, web development, or MarTech)
• Background as a Solution Architect

Benefits

• $5,000 - $7,000 per month (gross salary)
• Fully remote work environment
• 28 days of time off per year
• Laptop and computer equipment provided

About the Company

HipTen is a boutique Salesforce consulting firm specializing in helping US-based insurance companies maximize their CRM systems. We pride ourselves on being technical enough to solve complex problems while remaining personable enough to explain them in plain English.