Senior Salesforce Consultant - Customer Success

Senior Salesforce Business Consultant – Customer Success Team

Location: Chicago
Company: SMBHD ()

SMBHD is a boutique Salesforce consulting firm with little interest in big-corporation bureaucracy or over-the-shoulder micromanagement. We’re looking for self-starting, self-managing team members who use their Salesforce expertise to solve real business challenges with a healthy dose of business savvy and human empathy.

We specialize in helping small and mid-sized businesses craft customized Salesforce solutions tailored to their unique needs. If you’re curious, driven, and excited to make an impact without the red tape, you’ll fit right in.

We are seeking a Senior Salesforce Business Consultant to join our Customer Success team. In this role, you will take the lead on recurring client engagements, drive strategic conversations, and architect scalable, business-minded solutions across a variety of Salesforce products, including Sales Cloud, Service Cloud, Experience Cloud, Account Engagement (Pardot), and Field Service.

You will be responsible not only for delivering enhancements and small-to-medium projects but also for advising clients on best practices, optimization opportunities, and long-term Salesforce vision. This role is ideal for someone who loves working directly with customers, thrives on problem-solving, and can translate complex business needs into elegant, scalable Salesforce solutions.

You’ll gain exposure to multiple industries, complex business processes, and cross-cloud implementations—all within a supportive, high-accountability, high-autonomy environment.

• Serve as the primary consulting lead for Customer Success engagements, guiding clients through discovery, solutioning, and delivery.
• Facilitate strategic conversations to help clients define roadmaps, optimization opportunities, and long-term platform adoption.
• Advise clients on Salesforce best practices, architecture considerations, governance, security, and scalability.

• Lead requirements gathering sessions, quickly understanding the “why” behind business needs.
• Translate business objectives into scalable Salesforce solutions across multiple clouds.
• Design and implement functional configurations including:
• Complex Flows and multi-step automations
• Custom objects and data models
• Robust permission strategies, sharing models, and security architecture
• Declarative and light programmatic solutions in partnership with developers
• Lead or support data migration efforts, including mapping, cleansing, transformation, and execution.

• Perform advanced testing and quality assurance on complex configurations.
• Mentor junior team members through solutioning reviews, coaching, and knowledge sharing.
• Collaborate tightly with Leaders, Developers, and fellow Consultants to ensure high-quality client outcomes.
• Present configuration recommendations and demos confidently to stakeholders, both technical and non-technical.

• Bachelor’s degree in computer science, Mathematics, or related field.

• 3–5+ years of hands‑on Salesforce experience in consulting, administration, or solution design.
• A minimum of 2+ Salesforce Certifications
• Demonstrated experience leading client‑facing engagements, discovery sessions, and solution architecture discussions.
• Deep expertise with declarative tools (Flows, process automation, security, data model design).
• Experience delivering enhancements or projects across multiple Salesforce clouds (Sales, Service, Experience, Field Service).
• Strong familiarity with integration concepts (APIs, middleware), even if not hands‑on (hands on preferred).
• Strong analytical and problem‑solving skills, with an ability to simplify the complex.

• Excellent communication skills with a client‑first, consultative mindset.
• Ability to manage multiple clients, competing priorities, and shifting requirements in a fast‑paced environment.
• Comfort with ambiguous or evolving business processes—able to bring clarity, structure, and recommendations.
• Expert Excel/data manipulation skills; experience with tools like Data Loader, Workbench, or third‑party ETL tools.

• Advanced Admin, Field Service, or Architect‑track certifications.
• Experience mentoring junior consultants or contributing to process improvement initiatives.
• Background in small‑to‑mid‑sized consulting or managed services environments.

• Medical, Dental, Vision & Disability Insurance
• 401(k) with 6% match (no vesting period)
• A collaborative, supportive team passionate about Salesforce and client success
• Opportunities for continued learning, certification support, and career advancement

• Get S*&% Done.
• Be Smart, Creative, and Curious.
• Be Compassionate Towards Everyone.
• Come to Work Positive and Excited.
• Be Collaborative with Sharp Elbows.