Sales Cloud Consultant

Why Join AspenView?

• At AspenView, we’re more than a nearshore IT partner, we’re a people-first, purpose-driven company that believes great culture drives great outcomes. We’re passionate about connecting talent and technology to deliver measurable value for clients, and meaningful career paths for our people.

About the Role

We are seeking a Sales Cloud Consultant to design and deliver revenue processes on Salesforce: pipeline and forecasting, territory and quota, quoting, and the sales operating model around them. Sales Cloud is mature and heavily configured in most enterprises, so the value in this role is judgement about what to simplify and retire, not enthusiasm for adding fields.

What You Will Do

Revenue Process Design

•  Design lead-to-opportunity process, sales stages, and the exit criteria that make forecasting mean something 
• Configure forecasting, territory management, quotas and sales-team hierarchies
• Design opportunity and product structures that support quoting and revenue reporting

Sales Operations Enablement

•  Build pipeline and forecast reporting sales leadership will actually run the business on 
•  Implement sales automation with Flow, and retire the automation nobody uses 
•  Configure Sales Engagement or equivalent prospecting tooling where it is warranted

Integration and Data

• Define the account and contact data model, and the integration with ERP and finance for orders 
•  Design data-quality rules for the records forecasting depends on

Advisory and Adoption

• Run discovery with sales leadership and sales operations 
• Challenge configuration requests that encode a broken process rather than fix it 
• Drive adoption through measurement rather than mandate

What You Bring

• 3+ years delivering Sales Cloud implementations, including hands-on delivery on at least one forecasting or territory programme
• Strong command of:
  • Sales Cloud configuration: opportunities, products, price books, forecasting, territory management 
  •  Quoting, and the boundary between Salesforce CPQ or Revenue Cloud and an external quoting system
  • Flow-based sales automation and sales reporting and dashboards
  • Account and contact data architecture, including hierarchy and duplicate management

• Salesforce Certified Agentforce Sales Consultant (formerly Sales Cloud Consultant) required; Administrator required 
•  Commercial understanding of how a sales organisation runs — coverage, quota, pipeline coverage ratios 
•  Evidence of having simplified part of a Sales Cloud implementation, with the outcome 
•  Professional English — able to run requirement and design conversations directly with North American stakeholders

What We’re Looking For

This is a contributor role, not a task-execution role. The team already has people who deliver what they are handed. What it needs is people who question whether the right thing is being built, and say so.

• Holds a point of view and states it, including to senior stakeholders and including after a decision has been made when new evidence warrants reopening it.
• Asks why a process, data model, or delivery standard exists before extending it, rather than replicating an incumbent pattern because it is the incumbent pattern.
• Surfaces risk, ambiguity, and weak requirements at the moment they are noticed — not at the sprint review, and not at go-live. 
• Works past the assigned ticket: proposes better approaches, improves what sits around the work, and leaves the team’s practice stronger than it was found. 
• Argues from evidence and changes position on evidence. Comfortable being wrong in public, uncomfortable staying quiet

Success Indicators

• Forecast accuracy improves against a stated baseline 
•  Sales leadership runs forecast calls from Salesforce rather than from a spreadsheet 
•  Field and automation counts fall while process coverage holds 
•  Sales user adoption is measured and rising

Education

• Bachelor’s degree in Information Systems, Business, Computer Science, or a related field — or equivalent experience

 

Languaje

• Professional English, with the ability to run requirement and design conversations directly with North American stakeholders.