Salesforce Senior Configurator

The company is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join the company, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.

By joining our rapidly growing Salesforce practice, you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

We are seeking a Senior Salesforce Configurator with 6+ years of relevant experience to join our dynamic team. This role is designed for a highly skilled configurator who can serve as a key technical leader on projects. As a Senior Configurator, you will act as a subject matter expert and mentor, guiding the project team and client through the full project lifecycle, from discovery to deployment.

What You'll Do

• Understand business goals and support discovery sessions.

• Collaborate closely with the Business Analyst or Product Owner to refine and prioritize user stories and features, providing technical insights to ensure they are achievable.

• Analyze complex, holistic business processes and break them down into smaller, manageable, and actionable requirements.

• Serve as the primary subject matter expert for declarative capabilities, including advanced Flow and other platform functionalities.

• Champion solutions that are scalable, maintainable, and reduce technical debt, showcasing an architectural mindset.

• Lead the configuration effort, setting up the team for success by championing best practices and naming conventions.

• Collaborate with the development team to define the interaction between declarative configurations and custom code.

• Mentor and guide junior configurators, resolving blockers and serving as a technical escalation point.

• Actively prepare for and lead client discussions, offering strategic technical recommendations with a focus on business value.

• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards

• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

What You'll Bring

• 5+ years of experience in Salesforce.com.

• 5+ years of systems the company experience.

• Strong understanding of key business processes such as Sales, Service, and Experience Clouds.

• Expert Salesforce configurator.

• Ability to work within a team environment, supported by strong communication skills.

• Well-organized, results-driven, and eager to solve difficult problems.

• Excellent organizational, verbal, presentation/facilitation, and written communication skills.

• Willingness to travel for team events as needed.

• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.

• Continuous Learning Mindset: Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards.

Qualifications

• Bachelor’s degree in Computer Science, Information Systems, or a related technical field.

• Experience in a the company or professional services environment is preferred.

The company is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $90,000 - $120,000 per year + annual bonus + additional benefits.

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Benefits Summary

The the company total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at the company, please visit our dedicated benefits site: [link for members]

Equal Employment Opportunity (EEO)

The company provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, the company is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.