1. KEY RESPONSIBILITIES
1.1 Consulting- Support project delivery by helping track timelines, updating project plans, and monitoring progress- Assist in preparing and sharing status updates with stakeholders and team members.
- Participate in client meetings to learn about their current processes, business needs, and sustainability goals.
- Help conduct discovery sessions to gather client requirements and document key findings.
- Assist in documenting client needs and translating them into solution requirements.
- Learn and share best practices with clients under the guidance of more senior consultants.
- Contribute ideas to solution design discussions, focusing on usability and alignment with client goals.
- Observe and support functional design conversations, offering suggestions when appropriate.
- Help facilitate workshops and interviews to gather input for Salesforce implementations or enhancements.
- Assist in delivering training sessions to clients and internal teams, with support from senior team members.
- Be open to occasional travel based on project and client needs.
- Maintain a chargeability level with billable hours to external clients.
- Travel as required based on client needs.
1.2 Business Development- Support the preparation of client proposals, presentations, and product demonstrations.
- Help maintain relationships with existing clients by understanding their needs and identifying ways the team can support them.
- Participate in team meetings and contribute ideas for improving internal processes and strategies.
1.3 Technical/Configuration- Assist in Salesforce Net Zero Cloud projects by helping with configuration, customization, and integration tasks under the guidance of senior team members.
- Help design and deliver scalable solutions using Salesforce declarative tools and code where required- Help configure Salesforce features such as objects, fields, workflows,



and automations to meet client requirements.
- Integrate Salesforce with external systems using REST/SOAP APIs and middleware tools.
- Support the creation and updating of documentation, including user guides, training materials, and technical specifications.
- Help identify potential risks and support change management efforts during project delivery.
2.REQUIRED QUALIFICATIONS- Bachelor's degree in Computer Science, Engineering, Information Systems, Business, or a related technical field (or equivalent practical experience).
- 1-2 years of experience working with Salesforce, including participation in at least one full implementation cycle.
- Familiarity with Salesforce Net Zero Cloud or a strong interest in sustainability-focused solutions.
- Understanding of Salesforce object model, metadata, configuration, and user permissions.
- Exposure to Salesforce declarative tools such as Flows, Process Builder, and Lightning App Builder.
- Foundational knowledge of SOQL/SQL and data modeling concepts.
- Ability to work with APIs, CI/CD tools, and version control systems- Fluency in both English and Spanish (oral and written) is required.
- Strong interpersonal and communication skills; comfortable engaging with clients and presenting ideas.
- Ability to work collaboratively across teams and take initiative in ambiguous situations.
- Willingness to travel occasionally based on client needs.
3.PREFERRED SKILLS- Salesforce certifications- Strong API design experience.
- Familiarity with Agile/Scrum methodologies.
- Experience in consulting or client-facing roles.
- Communication, problem-solving, and relationship-building skills.
4.WHAT WE OFFER- Competitive salary and benefits package.
- Hybrid work environment with flexibility.
- Opportunities for professional development and Salesforce certification.
- A collaborative, innovative, and mission-driven team culture.
5.HOW TO APPLY
L1-TM1
Hybrid

📌 Consulting Associate, Salesforce (Technical) (Xico)
🏢 Erm Group
📍 Xico