Salesforce Senior Consultant at Wipfli

| Chicago
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At Wipfli, people count

 

Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.

 

People matter here and they feel it.

 

And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.

 

If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.

 

Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! 

 

Apply now for our Salesforce Senior Consultant opening! Opportunity to sit out of Chicago, Madison, Milwaukee, Minneapolis, or Scottsdale. 

 

Responsibilities: 

  • Lead and manage client projects through all phases of the project lifecycle (sales, planning, design, implementation, testing, deployment, and support) 
  • Propose, design, and implement solutions/upgrades, enhancements to solve client business needs  
  • Document client business requirements and ensure all have been satisfied through the implementation  
  • Configure, test, and deploy the Salesforce solution and any associated applications  
  • Manage, coordinate, and delegate work of development teams  
  • Conduct end user training for the Salesforce solution and provide necessary implementation documentation  
  • Assist in R&D capacity understanding the needs of the market and designing solutions to meet those needs. Work with the developers to build those solutions to take to market 
  • Build and maintain client relationships with new and existing clients 

 

 

Qualifications:

  • Bachelor’s degree in Information Technology, Management Information Systems, Business or related program 
  • 5-7 years of experience with Salesforce implementations, defining business requirements, business process management and client relationship management required  
  • 2-3 years of Salesforce-based Business Analysis experience 
  • 2-3 year of project management experience in a professional services or similar environment 
  • Expert level understanding of the Salesforce product suite, including Sales, Service, Community, and Marketing Clouds 
  • Financial Services industry experience preferred 
  • Professional Services delivery experience preferred 
  • Salesforce Core Certifications preferred in two or more of these areas:  Admin, Financial Services Cloud, Sales Cloud, Service Cloud, Community Cloud, Platform App Builder, Platform Developer I & II, Einstein Analytics, Tableau 
  • Additional certifications of value: Identity and Access Management Designer, Sharing and Visibility Designer, Application Architect, Integration Architecture Designer, System Architect, Technical Architect  
  • Expertise in Salesforce configuration, automations, process builder, and flow  
  • Experience leading design sessions with clients and documenting functional specifications, and developing user stories 
  • Superior written and verbal communication skills 
  • Strong propensity for innovative thinking balanced with disciplined rigor and following proven methodologies 

 

The recruiting team member guiding you through this process is Jane Welch, and you can find her on LinkedIN Here. She is based in our Madison, WI office and looks forward to guiding you through this process.

 

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.  #WIPFLIHP

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • GolangLanguages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PHPLanguages
    • SwiftLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • Node.jsFrameworks
    • SymfonyFrameworks
    • ZendFrameworks
    • .NET CoreFrameworks
    • Yii Frameworks
    • MariaDBDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • SQLiteDatabases
    • Google AnalyticsAnalytics
    • KissmetricsAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • AfterEffectsDesign
    • Adobe xDDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • WordpressCMS
    • HubSpotCRM

Location

Wipfli has gone fully remote in light of Covid-19. We do have an office waiting for us at 1 N Wacker Dr. in the Loop.
"Titles don't matter": Inside Punchkick's (actually) flat hierarchy
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An Insider's view of Wipfli

How would you describe the company’s work-life balance?

As a new mom, juggling being a parent and my career, seemed intimidating. But I was wrong. Punchkick is supportive of my new schedule and encourages me to focus on my family. Their support not only motivates me to work harder, but gives me confidence that I’ve chosen the right place to call my work home.

Sarah Hertzberg

Director of Client Success, TUX

How has your career grown since starting at the company?

At Punchkick, the spirit of teamwork means a lot. It’s important to the projects we are tasked with, and even more important to career growth in a flat organization. Punchkick runs lean and projects are agile, so I’m proactively forced to self-assess and look into the aspects of growth where I lack proven expertise.

Collette

Quality Assurance Engineer

How do you empower your team to be more creative?

The best ideas at Punchkick come from within our team, and one of the best things I can do to foster creativity is to actively help Punchkickers surface their ideas and run them through our internal advice channel. Getting feedback and support for big ideas or sweeping change can seem intimidating to some, but it definitely doesn’t have to be.

Zak Dabbas

Co-Founder

What are some things you learned at the company?

Punchkick offers the opportunity to work with so many different technologies. No one project or client is the same. As a result, you get to work with numerous frameworks, languages, and tools throughout the year. I really enjoy the fact that I get to learn something new every day I come into work.

Gary Sperka

Full Stack Developer

What are Wipfli Perks + Benefits

Wipfli Benefits Overview

Punchkick runs flat, meaning that we have no managers, and individuals and teams support each other in making decisions. While we have core business hours, we support our team members in their personal and professional lives through comprehensive benefits like medical, vision, and dental coverage, FSAs, dependent care credits, commuter benefits, work-from-home Fridays, and 401(k) matching.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
We have an ongoing Party Planning Committee that focuses on company and cultural events, as well as one-off groups of Punchkickers to plan any internally created initiatives and events.
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Someone's primary function is managing the company’s diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Employees have several health insurance options to choose from.
Life Insurance
Pet Insurance
Wellness Programs
Our office building includes a gym that employees gain complimentary access to for a one-time fee, as well as corporate rates with Chicago Athletic Clubs.
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Punchkick offers 3% matching with immediate vesting on 401(k)s.
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Our core hours are 9am–4pm with work-from-home Fridays and one additional floating day. We also support remote work when life demands it.
Remote Work Program
Every Friday our employees are free to work from home.
Family Medical Leave
Adoption Assistance
Company sponsored family events
We offer a company-paid Thanksgiving celebration every year. It's one of our most fun and most-loved culture events at Punchkick.
Vacation & Time Off Benefits
Generous PTO
Punchkick offers unlimited PTO with a minimum of 2 weeks off.
Paid Volunteer Time
Paid Holidays
Punchkick observes all major holidays and supports observation of all religious holidays.
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Happy Hours
Professional Development Benefits
Job Training & Conferences
Employees are encouraged to use our advice channel to seek out professional development opportunities.
Tuition Reimbursement
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
We try not to block employees for 40 or more full hours of billable client services work, and encourage them to use their free time for personal and professional development.
Online course subscriptions available
Customized development tracks

Additional Perks + Benefits

The perks we have in place have been established with a lot of employee input and feedback. We regularly update our Best Practices guide—the Punchkick version of an employee handbook—based on conversations and decisions that are made as a wider team. As a small, close-knit company, we believe in the value of supporting each other to put out our best work and live our best, balanced, professional lives.

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