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Salesforce Solution Engineer

Skills
Amdocs CRMBusinessBusiness Process ImprovementFinancial ServicesPermissionsProfessional ServicesSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 2-4 years of hands-on Salesforce experience in administration configuration business analysis implementation or consulting
  • Experience gathering requirements and translating business needs into Salesforce configuration and functional solutions
  • Strong understanding of Salesforce declarative configuration and platform capabilities
  • Ability to communicate clearly with clients business users technical teams and internal stakeholders
  • Solid Salesforce Admin foundation with a desire to build technical depth
  • Comfort working in a growth-stage environment with limited structure
  • Curiosity and willingness to learn quickly across Salesforce products Financial Services workflows and partner solutions
  • Practical client-centered mindset with the ability to balance technical possibility with usefulness adoptability and sustainability
  • Must be a US citizen or permanent resident

Nice to have

  • Curious
  • Coachable
  • Detail-oriented
  • Client-centered
  • Collaborative
  • Self-starter

Day to day

  • Work with clients and internal stakeholders to gather clarify and document business requirements.
  • Translate discovery findings into user stories functional requirements process flows and solution documentation.
  • Support Salesforce configurations testing client enablement and post-launch support across Financial Services implementations.