Salesforce Consultant at Crowe bridging business needs and technical solutions for clients. Engaging with customers, designing, and implementing solutions while providing consultative advice on best practices.
About the role
- Senior Salesforce Consultant working with Data 360 features, designing solutions, and engaging with customers to drive data integration and product improvement. Focus on enterprise data platforms and AI-driven solutions.
Responsibilities
- Research & Field Validation: Deploy and stress-test pilot Data 360 features with customers, identifying platform gaps and feeding structured findings back to Technology & Product
- Conduct feasibility research on novel data unification, activation, and AI-grounding use cases
- Co-develop hypotheses with Technology & Product and design field experiments to validate them
- Document and escalate critical engineering issues with detailed evidence packages
- Participate in beta testing programs for new Data 360 features
- Customer Engagement: Lead technical engagement of new Data 360 products with early adopters
- Embed directly with customer teams to architect solutions unifying data across CRM, data lakes, and SaaS platforms
- Run rapid prototyping and POC cycles to validate data ingestion, federation, transformation, and activation use cases
- Serve as the primary technical advisor and escalation point for your customer portfolio
- Support customers in building AI-ready data foundations
- Product Acceleration & Feedback: Build reusable accelerators, playbooks, and reference architectures
- Raise Voice of Customer (VoC) inputs and influence Salesforce Idea Contributions (SICs)
- Partner directly with Product Managers and Engineers to influence roadmap priorities
- Analyze competitive CDP/data platform landscape to identify Salesforce's key differentiators
- Field R&D Engagement: Support qualifying R&D activities for the Data 360 FDE program
- Provide structured access to customer data schemas, DLO/DMO designs, and agent configurations to inform future Data 360 product design improvements
- Assist in codifying accelerators, playbooks, and reference architectures to enable scale across Services & Partners
- Participate in beta and pilot programs for incubation-stage Data 360 products
Requirements
- 5+ years of hands-on experience in enterprise data platforms, SaaS environments, or Salesforce Professional Services
- Deep expertise in Salesforce Data 360 — including data ingestion, identity resolution, data model, segmentation, and activation
- Strong hands-on experience with Batch Data Transforms (BDTs), calculated insights, and streaming ingestion
- Experience designing and implementing zero-copy integrations with external data platforms (Snowflake, BigQuery, AWS)
- Proficiency in SQL, data modeling, and ETL/ELT design patterns
- Understanding of AI grounding — building vector databases, RAG architectures, and unstructured data pipelines for Agentforce
- Experience with Data 360 Activation — segments, activation targets, and triggered flows
- Familiarity with data governance, consent management, GDPR/CCPA compliance frameworks within Data 360
- Strong diagnostic and problem decomposition instincts
- Exceptional written communication skills
- Certifications: Salesforce Data 360 Consultant, Salesforce Agentforce Specialist, Platform Developer I
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
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Tech skills
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