SMBHD · 18 hours ago
Senior Salesforce Consultant - Customer Success
Chicago, IL
Full-time
Onsite
Mid, Senior Level
3+ years expSMBHD is a boutique Salesforce consulting firm looking for a Senior Salesforce Business Consultant to join their Customer Success team. In this role, you will lead client engagements, drive strategic conversations, and architect scalable solutions across various Salesforce products while advising clients on best practices and optimization opportunities.
Computer Software
Responsibilities
Serve as the primary consulting lead for Customer Success engagements, guiding clients through discovery, solutioning, and delivery
Facilitate strategic conversations to help clients define roadmaps, optimization opportunities, and long-term platform adoption
Advise clients on Salesforce best practices, architecture considerations, governance, security, and scalability
Lead requirements gathering sessions, quickly understanding the “why” behind business needs
Translate business objectives into scalable Salesforce solutions across multiple clouds
Design and implement functional configurations including:
+ Complex Flows and multi-step automations
+ Custom objects and data models
+ Robust permission strategies, sharing models, and security architecture
+ Declarative and light programmatic solutions in partnership with developers
Lead or support data migration efforts, including mapping, cleansing, transformation, and execution
Perform advanced testing and quality assurance on complex configurations
Mentor junior team members through solutioning reviews, coaching, and knowledge sharing
Collaborate tightly with Leaders, Developers, and fellow Consultants to ensure high-quality client outcomes
Present configuration recommendations and demos confidently to stakeholders, both technical and non-technical
Qualification
Required
Bachelor's degree in computer science, Mathematics, or related field
3–5+ years of hands-on Salesforce experience in consulting, administration, or solution design
A minimum of 2+ Salesforce Certifications
Demonstrated experience leading client-facing engagements, discovery sessions, and solution architecture discussions
Deep expertise with declarative tools (Flows, process automation, security, data model design)
Experience delivering enhancements or projects across multiple Salesforce clouds (Sales, Service, Experience, Field Service)
Strong familiarity with integration concepts (APIs, middleware), even if not hands-on (hands on preferred)
Strong analytical and problem-solving skills, with an ability to simplify the complex
Excellent communication skills with a client-first, consultative mindset
Ability to manage multiple clients, competing priorities, and shifting requirements in a fast-paced environment
Comfort with ambiguous or evolving business processes—able to bring clarity, structure, and recommendations
Expert Excel/data manipulation skills; experience with tools like Data Loader, Workbench, or third-party ETL tools
Preferred
Advanced Admin, Field Service, or Architect-track certifications
Experience mentoring junior consultants or contributing to process improvement initiatives
Background in small-to-mid-sized consulting or managed services environments
Benefits
Medical, Dental, Vision & Disability Insurance
401(k) with 6% match (no vesting period)
Opportunities for continued learning, certification support, and career advancement
Company
SMBHD
At SMBHD, our mission is simple: "To provide cool Salesforce solutions to solve complex problems for businesses." We go beyond the typical technology company by emphasizing community, diversity, and integrity in everything we do.
11-50 employees
H1B Sponsorship
SMBHD has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Early StageLeadership Team
Matthew Cleaver
CEO & Founding Partner
Company data provided by crunchbase