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Digital CRM Consultant

Turtle Trax S.A.

Key Facts

Remote From: 
Mexico
Freelance
Senior (5-10 years)
English

Other Skills

  • •
    Consulting
  • •
    Collaboration
  • •
    Communication
  • •
    Leadership
  • •
    Analytical Skills
  • •
    Problem Solving

Roles & Responsibilities

  • 5+ years of specialized expertise in Salesforce Sales Cloud, Service Cloud, Experience Cloud, CPQ (Apttus/Conga), and OmniStudio implementations.
  • Strong background in business analysis, project management, solution consulting, and Agile Scrum methodologies.
  • Experience across multiple industry verticals including financial services, insurance, healthcare, and payments systems.
  • Based in Mexico and eligible to work remotely with advanced English proficiency.

Requirements:

  • Manage end-to-end Salesforce implementation projects including Sales Cloud, Service Cloud, Experience Cloud, and CPQ solutions.
  • Conduct discovery workshops, gather and analyze business requirements, and translate them into user stories and functional specifications.
  • Provide ongoing post-implementation support by analyzing case trends, resolving issues, and recommending process improvements.
  • Develop KPIs and dashboards using Salesforce Einstein Analytics to provide actionable business insights.

Job description

Senior Salesforce Consultant with over 5+ years of specialized expertise in Salesforce Sales Cloud, Service Cloud, Experience Cloud, CPQ (Apttus/Conga), and OmniStudio implementations.

Remote
Advanced english
Only in Mexico

The ideal candidate will have a strong background in business analysis, project management, solution consulting, and Agile Scrum methodologies, with proven experience across multiple industry verticals including financial services, insurance, healthcare, and payment syst ems.

Manage end-to-end Salesforce implementation projects including Sales Cloud, Service Cloud, Experience Cloud, and CPQ solutions.

Conduct discovery workshops, gather and analyze business requirements, and translate them into user stories and functional specifications.

Provide ongoing support post-implementation by analyzing case trends, resolving issues, and recommending process improvements.

Develop KPIs and dashboards using Salesforce Einstein Analytics to provide actionable business insights.

Facilitate communication between business and IT teams, ensuring clear understanding and smooth delivery of features.

Lead due diligence efforts and transformation roadmaps for operational and technological improvements.
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