Cotton & Company LLP
Salesforce Consultant (Insurance/Wealth Management Industry)
Cotton & Company LLP, Alexandria, Virginia, us, 22350
About This Role
As a Salesforce Consultant in the Salesforce Practice, you will be responsible for acting as the liaison between business stakeholders and the technical team. In a project, you will ensure that business objectives are clearly captured and understood, translating them into Salesforce capabilities or specifications. This role is pivotal during discovery and testing phases of a project.
Responsibilities
Engage with business users (end-users, product owners, SMEs) to elicit and clarify requirements
Run workshops/interviews to understand current processes and desired outcomes
Often create process maps and "Day-in-the-Life" use cases to capture how users will interact with Salesforce. For example, a BA will document lead management workflows for a Sales Cloud project, ensuring no business scenario is overlooked
Translate business needs into structured artifacts
Functional requirements documents
User stories with acceptance criteria, process flow diagrams, and UI/UX mockups
Bridges the gap between non-technical requirements and technical implementation details
Clear documentation is critical to guide developers and architects on what to build
Continuously validate that the proposed solution will meet business needs.
Define user acceptance testing (UAT) scenarios and assist business users in UAT execution.
Provide End-user training.
Requirements
Bachelor's degree in a relevant field such as Computer Science or Business
Proven experience (4+ years) in Salesforce consulting within either:
An IT consulting or professional services organization or
As a member of a Salesforce team within the insurance or financial services industry.
Strong foundational understanding of the Salesforce platform
Insurance and/or Financial Services domain experience
Ability to build and maintain client relationships
Strong Analytical Skills
Strong Communication & Presentation skills across varying audiences
Strong organizational skills
Experience creating diagrams, process mappings, data models, and reports
The following Salesforce Certifications:
Salesforce Certified Administrator - Required
Salesforce Certified Business Analyst - Strongly Preferred
Sales and/or Services Cloud Consultant - Preferred
FSC Accreditation - Preferred
Travel required up to 20%
About Sikich LLC Sikich, LLC is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest CPA firms in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses.
Sikich Total Rewards Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.
Benefits Highlights
Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
The Firm will also recognize paid holidays during the year and strive to permit employees to have time off the last week of the calendar year when client and project work permits.
Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
Additional Benefits
Flexible work arrangements
Health, dental, vision, life and accident/death/disability insurance options
HSA employer contribution
Nine (9) paid holidays annually
A robust paid Parental Bonding Leave program covering birth, adoption, and foster children
401(k) with employer contributions
CPA bonus with four (4) paid exam days & four (4) paid study days
Tuition reimbursement
Employee referral bonus program
Client referral bonus program
Pet insurance
FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
Legal and EEO Statement Sikich LLC is an Equal Opportunity Employer M/F/D/V.
Contact and Application Want to learn more? Visit our Careers website or Glassdoor profile.
Official correspondence will come from a Sikich.com email address and applicants/candidates are invited to contact us directly to verify communications.
#J-18808-Ljbffr
Responsibilities
Engage with business users (end-users, product owners, SMEs) to elicit and clarify requirements
Run workshops/interviews to understand current processes and desired outcomes
Often create process maps and "Day-in-the-Life" use cases to capture how users will interact with Salesforce. For example, a BA will document lead management workflows for a Sales Cloud project, ensuring no business scenario is overlooked
Translate business needs into structured artifacts
Functional requirements documents
User stories with acceptance criteria, process flow diagrams, and UI/UX mockups
Bridges the gap between non-technical requirements and technical implementation details
Clear documentation is critical to guide developers and architects on what to build
Continuously validate that the proposed solution will meet business needs.
Define user acceptance testing (UAT) scenarios and assist business users in UAT execution.
Provide End-user training.
Requirements
Bachelor's degree in a relevant field such as Computer Science or Business
Proven experience (4+ years) in Salesforce consulting within either:
An IT consulting or professional services organization or
As a member of a Salesforce team within the insurance or financial services industry.
Strong foundational understanding of the Salesforce platform
Insurance and/or Financial Services domain experience
Ability to build and maintain client relationships
Strong Analytical Skills
Strong Communication & Presentation skills across varying audiences
Strong organizational skills
Experience creating diagrams, process mappings, data models, and reports
The following Salesforce Certifications:
Salesforce Certified Administrator - Required
Salesforce Certified Business Analyst - Strongly Preferred
Sales and/or Services Cloud Consultant - Preferred
FSC Accreditation - Preferred
Travel required up to 20%
About Sikich LLC Sikich, LLC is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest CPA firms in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses.
Sikich Total Rewards Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.
Benefits Highlights
Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
The Firm will also recognize paid holidays during the year and strive to permit employees to have time off the last week of the calendar year when client and project work permits.
Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
Additional Benefits
Flexible work arrangements
Health, dental, vision, life and accident/death/disability insurance options
HSA employer contribution
Nine (9) paid holidays annually
A robust paid Parental Bonding Leave program covering birth, adoption, and foster children
401(k) with employer contributions
CPA bonus with four (4) paid exam days & four (4) paid study days
Tuition reimbursement
Employee referral bonus program
Client referral bonus program
Pet insurance
FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
Legal and EEO Statement Sikich LLC is an Equal Opportunity Employer M/F/D/V.
Contact and Application Want to learn more? Visit our Careers website or Glassdoor profile.
Official correspondence will come from a Sikich.com email address and applicants/candidates are invited to contact us directly to verify communications.
#J-18808-Ljbffr