Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

The Salesforce Consulting Staff is responsible for developing technical solutions that exceed client expectations, anticipate business needs and simplify processes. In addition to accurate technical development and innovative solution design, this position is responsible for leading client calls to discover requirements and review technical development, creating daily and weekly client touch points, client training and building custom reports.

Responsibilities:

• Assist with building architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform
  
• Assist with building declarative components (Apps, Lightning Pages) in Salesforce Lightening
  
• Help create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
  
• Configure the Nonprofit Success Pack (NPSP) objects, custom settings and account model
  
• Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications. Install and configure proprietary applications as needed
  
• Comprehend defined appropriate data model and system architecture from business requirements for defined deliverables
  
• Draft comprehensive technical documentation appropriate for both engineering and clients. This includes documentation mapping detailed (field level) data flows
  
• Draft written recommendations, outlining multiple solution designs and considerations for each. Discuss data model considerations internally and with clients

Qualifications:

• Bachelor’s degree or equivalent experience
  
• Minimum 1 year relevant experience with Management or Technology Consulting experience preferred. Salesforce Administrator Certification (Admin 201) required
  
• Near proficient in Salesforce Lightning and Salesforce Data Loader and/or DemandTools
  
• Certified Salesforce Cloud Consultant and Certified Salesforce Advanced Administrator (Admin 301) preferred
  
• Experience implementing databases and building custom applications on the salesforce platform
  
• Experience assisting with building simple decision models from complex logic requirements
  
• Proficiency in Microsoft Office (Word, PowerPoint, Outlook and SharePoint) with fluency in Excel and Google Sheets
  
• Ability to travel as needed, approximately 5%