Salesforce Managed Services Consultant; Cleveland

WHO WE ARE

Tru Summit Solutions is a young, energetic, fast-growing, results-based Salesforce Implementation Partner headquartered in Pittsburgh, PA. Our teams empower and educate our clients on the value and capabilities of Enterprise Applications with a major focus on Platform as a Service (PaaS). Through strategic consulting and business process modeling, we architect and build solutions that align directly with each of our customers' strategic business needs.

As a women-owned and operated company, we do not shy away from diversity, we value it. Culture comes first, and this is guided by our core values. As a member of Tru Summit we all align to each of the following core values:

• Collaboration - We work as a team, including client team members, to build the best solution.
• Commitment - We get the job done and get it done right.
• Aptitude - We are experts in what we do today and tomorrow.
• Passion - It’s not just a job, it’s why we get up in the morning.

As a Salesforce Managed Services at Tru Summit, you will have direct oversight and responsibility for the day-to-day management of your assigned managed services client’s engagements. This includes building a strong partnership with our clients, developing creative solutions to client problems, and advising on best practice workflow to provide proactive service that measurably simplifies and unifies our client’s SF org(s). You spot opportunities for efficiency in processes and are eager to implement improvements that make everyone's lives easier.

You develop insights and leverage those insights to propose solutions to client problems. You can work independently on projects but can also elicit from and collaborate with other team members for more complex items. You are enthusiastic, professional and confident, with a focus on customer success. You can demonstrate and articulate the work you have done to clients, via presentation and conversation.

To ensure the success of each project, you should be knowledgeable about the various Salesforce solutions and skilled at leveraging our Tru Summit team's talents.

• Act as the primary point of contact, advocate, problem solver, and trusted advisor for a select group of managed services clients.
• Stay current with Salesforce platform updates, features, and best practices, offering proactive recommendations for system enhancements, optimizations, and industry-specific solutions.
• Communicate confidently and effectively, demonstrating strong business insight and a willingness to challenge ideas or propose changes.
• Maintain a deep understanding of how Salesforce integrates within the broader technology ecosystem.
• Identify and uncover opportunities to drive revenue growth through expansion.
• Assist the Managed Services Lead in monitoring project budget (hours), timeline, and scope to ensure proactive management of engagements and keep clients informed.
• Organize, lead, and facilitate meetings covering requirements gathering, design, solution architecture, configuration, testing, deployment, and implementation.
• Serve as a Project Manager, Business Analyst, and Functional Consultant for managed services client engagements across various business applications, with the ability to diagnose and resolve issues, perform scheduled activities, and propose solutions or alternative methods to meet client needs.
• Configure Salesforce modules, including data models, page layouts, validation rules, workflows, and process automation.
• Support new and existing Agentforce implementations.
• Advise clients on Salesforce best practices and implementation strategies.
• Analyze client requirements and design scalable, efficient, and user-friendly Salesforce solutions. Develop workflows and automation to meet business needs and enhance user productivity.
• Provide technical expertise and troubleshooting support for Salesforce-related issues, addressing and resolving system errors, bugs, and configuration problems efficiently.
• Collaborate with clients to understand their business processes, challenges, and goals. Conduct regular meetings to assess system performance, gather requirements, and recommend enhancements or optimizations.