The Role
Caravel BPM Technology Solutions – where caring and community is in our company DNA, we are always striving to be our best selves and we’re compelled to ask the questions that lead to innovation. As a Managed Services NetSuite Consultant, you will lead and understand a client’s subscription terminology, gather requirements, configure, test, and walk the client through end-to-end processes and train end users. Industry experience in the software and services verticals are preferred. Our team of consultants is a smart and friendly team who enjoy working together in a collaborative and supportive work environment.
Working with Caravel BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
BPM India Advisory Service Private Limited - Formerly known as “Burr Pilger Mayer India Private Limited”. (BPM India) is a subsidiary of BPM LLP. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 50 in the country. With 17 different office locations, BPM serves emerging and mid-cap businesses as well as high-net-worth individuals in a broad range of industries, including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate and construction. The Firm’s International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry.
Job Summary:
We are seeking a Salesforce Consultant to join BPM’s Advisory team. The Salesforce Consultant will be responsible for leading the design, implementation, configuration, and optimization of Salesforce solutions that align with business goals and processes. This role requires someone who is highly self-motivated, proactive, and able to manage their work with minimal oversight. The ideal candidate takes full ownership of their projects, follows through on commitments, and consistently finds solutions to challenges. The consultant will collaborate with clients and internal stakeholders to gather requirements, configure and customize Salesforce applications, and ensure seamless integration with other business systems. They will also provide expertise on Salesforce best practices, identify opportunities for process improvement, and deliver high-quality solutions that enhance user experience and business performance.
Key Responsibilities:
- Collaborate with clients to understand their business needs, goals, and objectives and translate them into Salesforce solutions.
- Lead the implementation of Salesforce projects, including configuration, customization, and integration with other systems as required.
- Gather and document client requirements and develop detailed project plans, timelines, and deliverables to ensure successful project execution.
- Configure Salesforce to meet client-specific business processes and requirements, including customizing objects, fields, workflows, validation rules, and reports.
- Work closely with cross-functional teams, including developers, administrators, and business stakeholders, to ensure seamless integration and alignment of Salesforce solutions.
- Provide guidance and best practices to clients on leveraging Salesforce features and functionality to drive process improvements and business efficiencies.
- Conduct end-user training sessions and create user documentation to facilitate successful adoption and maximize the benefits of Salesforce implementations.
- Perform data migration and quality assurance activities to ensure accurate and reliable data transfer to Salesforce.
- Stay up to date with the latest Salesforce releases, features, and trends, and provide recommendations to clients on leveraging new functionalities.
- Troubleshoot and resolve any issues or challenges that arise during the implementation process, working closely with the client and internal teams to find effective solutions.
Required Skills
- Bachelor's degree in computer science, Information Systems, or Business Administration.
- Proven experience as a Salesforce Consultant with a strong focus on implementations.
- Certified Salesforce Administrator Required; additional certifications are a plus.
- Experience with Sales Cloud, CPQ, Service Cloud, Experience Cloud, Revenue Cloud, and Marketing Cloud
- In-depth knowledge of Salesforce products, capabilities, and best practices for implementation.
- Strong understanding of business processes and ability to translate client requirements into scalable and efficient Salesforce solutions.
- Proficient in Salesforce configuration, including custom objects, fields, workflows, validation rules, reports, and dashboards.
- Experience with Salesforce integration, data migration, and data quality assurance.
- Excellent problem-solving and analytical skills, with the ability to identify issues and provide effective solutions.
- Strong interpersonal and communication skills, with the ability to collaborate with clients and internal teams at various levels.
- Comfortable with writing professional documentation and assessments
- Ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment
Preferred Qualifications
- Experience with Salesforce Lightning Experience and Lightning components.
- Experience with Flows, Process Builders, Workflow Rules, Declarative Lookup Rollup Summaries (DLRS)
- Knowledge of Apex, Visualforce, and other Salesforce development tools.
- Previous experience working in a consulting or professional services environment.
- Familiarity with Agile/Scrum methodologies.
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The Company
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries. In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
