Senior Salesforce Consultant

Who we are:

Copilot is the premier Salesforce consulting partner for Financial Services, Real Estate, and SaaS companies (and specifically, we mean private equity, investment banking, wealth and asset management; real estate investment trusts, investment managers, brokerage, lending; tech start-ups and scale-ups). We compete with the biggest consulting firms to serve companies at the top of their game in these industries. We’re a group of technology evangelists building solutions clients enjoy using, because we actually understand their business and make Salesforce work the way they want it to.

While Copilot is our name it’s also our mission: to see our clients and our people soar (that means you)! We’re obsessed with building long-term client relationships and turning those into fans and referrals. Because of this, we’re focused on measured growth and maintaining our culture as we continue to reach new heights. We know our Crew is where our success comes from, and we’re excited to be rapidly growing! (Yes, we call our team our Crew, as in, flight crew).

About the role:

We’re looking for a Senior Salesforce Consultant to support the design, build, and success of client projects. You will team-up directly with a Solution Architect who will handle the overall solution design and is considered the technical lead for a project. You will be the functional lead and will be responsible for overall client management, project management, backlog grooming, user story generation, QA, Salesforce configuration, and driving value beyond what we’re already doing with our clients.

Be ready to lead discovery sessions and client solution design meetings, create user stories, manage project backlogs, take meeting notes, ensure smooth communication between Copilot and our clients, manage project status processes, and so much more. You’ll be juggling lots of different things and we’re counting on you to keep our projects in flight!

As far as growth, you get the runway to chart your own path and we’ll back you up 100%. We’ll even pay for you to get the training you need or want (provided we agree it’s the best thing for you and Copilot). Bottom line: If you want to serve clients at the top of their game and accelerate your career, this is a great opportunity for you.

What we'll need from you:

• Lead discovery sessions to help produce strategic roadmaps and client backlogs
• Manage a project according to Agile best practices
• Configure Salesforce environments under the guidance of solution architects
• Manage client backlogs and delegate work to other members of the team
• Ask smart questions to support your growth
• Be proactive in solving problems and communicating what you need

What we expect you’re walking in with:

• Passion for learning and growth
• BA/BS degree in Business, Economics, Finance, Computer Science or Engineering – or equivalent relevant work experience
• 3+ years experience as a Salesforce consultant, Salesforce administrator, management consultant, or sales/revenue operations manager
• Hands-on experience configuring Sales Cloud, Service Cloud, or the Force.com platform
• A serious attention to detail
• Expertise with business process discovery and requirements gathering
• Experience in designing applications with a clear focus on user experience
• Demonstrated ability working with stakeholders to drive adoption of new technologies
• Ability to work both independently and collaboratively within a small team

Icing on the cake for us (and by no means are these requirements):

• You’ve worked with companies in one or more of these industries: private equity, investment banking, wealth and asset management; real estate investment trusts, investment managers, brokerage, lending; SaaS.
• Experience working within Agile and Scrum methodologies
• Experience with one or more of the following: Financial Service Cloud, Pardot, Tableau / Tableau CRM, Experience Cloud
• Salesforce Certifications
• Familiarity with user experience design principles
• Exposure to data migrations and integrations from third-party systems to Salesforce
• Knowledge of Flows

Icing on the cake for you:

As a member of the Copilot Crew, you have the opportunity to shape the future of Copilot. Some of the ways you can be involved include, but aren’t limited to:

• Cultivating relationships with partners (e.g. Salesforce, AppExchange ISV's, clients)
• Planning Copilot social & volunteering causes
• Shaping the future of the Crew (identifying needs, participating in the hiring process)
• Designing and developing Copilot accelerators, assets, and products

What we’ll provide in exchange for your awesomeness:

• Competitive compensation package
• Paid benefits (health, dental, vision)
• 401(k) with company match
• Gym & Classpass & Citibike discounts
• Flexible work location
• Flexible spending account (FSA and HSA)
• Unlimited Paid Time Off including major holidays (PTO)
• Employee & client referral bonus program
• Paid education and certification stipend
• Collaborative, dynamic, and fun work environment
• Annual Crew get-togethers
• Real career growth opportunities